Creating A Save Invoice Style Macro
Apr 13, 2007
I am still in the process of creating my Invoice, and now I want to add a proper save macro. I want to add a Macro button, which when clicked it copies that invoice sheet as it is and then places it at the end of the sheet tabs, so they're saved after the first 2 important parts of the invoice, and then saved in time order. If possible, i'd also like it to rename the invoice tab to the Customer's name/lastname IF Possible. I've attached the file so if someone fancys trying to do it for me, they can. I want these saved sheets to be seperate for each invoice/customer, and I want them to be in the same file as the invoice 'creator' it's self.
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Aug 13, 2013
I am currently using some of Mr. Excels macro coding to firstly create consecutive invoice numbers and secondly save the new file into a destination folder and clear out the cells that have had data in them. This part seems to work flawlessly. I have noticed though that the new .xlsx file has the macro buttons viewable on it and to me looks unprofessional if i send out an invoice to a customer that has the buttons shown. So my resolution is to export the file as a PDF rather than the .xlsx.
My code is as follows
Code:
Sub NextInvoice() Range("H13").Value = Range("H13").Value + 1
Range("B24:H43").ClearContents
End Sub
Sub SaveInvWithNewName()
Dim NewFN As Variant
' Copy Invoice to a new workbook
[Code] .......
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Jan 21, 2010
I'm wanting to create a simple form type interface for the viewing and changing of data one record at a time. What I'd like is on sheet one, and simple portait form to display
First Name
Surname
House Name
Address Line 1
Address Line 2
Town
County
on sheet two each column will be one of the above fields and each row will be a new record. Is there a way to do this in excel? Im trying to create a simple user experience that hide the rows & colums.
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Apr 30, 2013
This is my invoice. I want to be able to create a database record of every transaction. In the end I want to be able to export this data into Access, but it needs to be in sequential rows and columns. I want to be able to list the cells on Sheet 1 that have Data in them in the configuration on Sheet 2 that I have listed. What I need to keep in mind is that someone might have 1 item in a transaction and others might have 5. So I need the ShopID and Customer information to appear in front of every item listed in rows 20-27.
A
B
C
D
E
F
G
H
1
ShopID Data
[Code]....
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Feb 9, 2014
create an excel spreadsheet, where i can enter all my products name, unit price etc. so when i am doing an invoice for the customer, if i just type the product name price will show up automatically.
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Apr 7, 2010
The way that I was thinking about doing this would be by creating a template in word and using bookmarks. Then I would use VBA to populate those bookmarks based on the person (publisher in this case) i was invoicing.
I'm having a couple of issues logistically though. I'm not sure how to attach the sample invoice, so i'll do my best to write them out and if i figure out how to attach a doc by the end of this i will include a sample so you see what I'm talking about.
Issue 1: Each Invoice form has the publishers Name and Address listed at the top of the form. The problem is, the information i'm pulling the number of sales (and money we owe them) is from a different spreadsheet every month and wouldn't contain this address information on it as it is an aggregate spreadsheet of ALL publishers numbers. Would it be possible to create an initial template for each publisher and then have the rest of the information be populated with the data from the CSV that has their sale information. I could create a seperate database in excel with each publishers address and name but then it might get difficult to match these up. how to automate that, as we have 100's of publishers and invoices are done every month.
Issue 2: Bookmarks seem like a nice way to use VBA to replace their values with excel data (in theory, i've only read about it and never attemped)... However, in this particular invoice form, I have to create a seperate listing in the description field for each product a publisher sold (including how many they sold and how much money they are owed). Some publishers may have sold 5-10 different products, while some may have only sold 1 or 2. How do i get word to insert a new bookmark (or something) based on the number of products a person has sold.
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Mar 26, 2013
have seen macros that create a seperate sheet & save by tab number etc, & wonder if its possible to save each sheet in a workbook as the value defined in each sheets cell A2. is there a vb macro available to do that ? if so where ?
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Jun 10, 2013
I'm a fan of the Excel 2010 table styles, but can't figure one thing out. When I create a table in excel (Ctrl+T), I like to reformat it with a new defined style. When I save the style, I can use it while I'm in that instance of excel, but when I close and reopen excel, the style is gone. How to save the custom formats to they are always available?
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May 15, 2014
Our business has a spreadsheet set up for invoicing. A Macro has been created to increase the invoice number, save to the desktop as a PDF with a file name taken from the cells
This is working on my colleagues mac but when we've loaded onto my computer it errors, when I debug I am getting the following error:
Sub Macro3()
'
' Macro3 Macro
'
'
Range("g10").Select
[g10] = [g10] + 1
[Code] .......
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Oct 26, 2012
Is there any way to modify the 1st style under the Light category? I like it because it's the most simple but it won't allow me to Modify or Duplicate. Is there a work around to duplicating/copying it? I've tried manually creating a new style but I can't get it to get the lines fills correctly.
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Oct 30, 2008
I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
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Aug 19, 2009
How to set macro shortcut for toolbar items which do not have a shortcut already like the "," style button which converts 12000 to 12,000
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Jan 26, 2012
Is there a macro that can select all cells with a certain style and then clear the values. The idea is that a big document has cells that are formatted as "entry-fields" and others that are not. I want to be able to select all of them with a macro (they are everywhere) and clear them of their contents (hence a reset button for this style).
I've tried something with If Target.Style = "entry-field" Then but i don't know how to search for them and have them in Target or a variable in the first place.
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Aug 20, 2012
From the keyboard, if you select a chart with data labels, right click the data labels then "reset the data lables to match style", it works fine; but there appears not to be a programmatic equivalent to accomplishing this same task... at least the macro recorder does not shed any light on the subject. Is there code available to do the same thing?
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Feb 23, 2007
I have a macro that creates an email based on the contents of each column in the worksheet. The macro works great, but I would like to format a column (A) which contains numbers into the Comma Style, prior to sending out the email.
Is there a VBA code that will format a given column (A) into a certain style (Currency, Comma, Percentage, etc) ?
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Jul 11, 2014
How can I replace the border style with a macro across my entire data?
I would have assumed something like this would work:
[Code] .......
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Oct 21, 2009
I m making invoices and daily i have to make around 100 invoices, every time i have to select/copy the latest invoice and paste it downwards (as attached).
kindly tell me a macro so that i can click on button and invoice# 02 (as highlighted & attached) should be pasted on the place where i will keep my Curser. It should be pasted on the place where i will keep curser.
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May 5, 2009
Testing to see if this works ( ignore the multi posts, forum had a problem )
I basically need a macro to select whats inside the blue border area and print it.
I plan to include a button next to each invoice so i can just click the button and have it print the adjacent invoice.
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Apr 26, 2012
I'm having some trouble creating a macro that will save the worksheet under the name of the cell ("G4") that needs to change to the next ascending number (i.e. 101101, 101102, 101103, etc). Have a macro but wont function after saving and never saves as the new cell #.
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Jul 15, 2006
I made a macro to print the Invoice worksheet and I added a button to run the macro but I don't think I did it correctly.
Sub Print_Invoice()
Range("A1:G35").Select
Selection.PrintOut Copies:=1, Collate:=True
End Sub
This is the information I used for the command button:
Private Sub CommandButton1_Click()
Range("A2:G34").Select
Selection.PrintOut Copies:=1, Collate:=True
End Sub
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Jun 11, 2014
I have a leave history report with data for leave taken for the 2014 year. The sheet contains the following headings:
Name; Leave Start Date; Leave End Date; Date Paid; Days Taken; Roundup; Offset
The roundup column rounds the days taken up, for example if someone took 0.4 days off it would round it to 1.The offset column just subtracts the Roundup value by 1 (=Roundup-1) I think we will need this for what I am trying to do.
I have created a new spreadsheet labelled gaant chart, this shows the name of the employee with the working dates for the year and has the following data:
Name
1/01/2014
2/01/2014
3/01/2014
6/01/2014
7/01/2014
8/01/2014
9/01/2014
10/01/2014
[code].....
What I would like for the macro to do is lookup Employee 1 from my gaant chart table and search the leave history data if it finds a relevant start date for the employee it marks that date with a 1, it then looks in the offset column and marks the number of offsets to the right. For example if employee 2 took leave from 1/1/14 to 3/1/14 the macro would mark a 1 on the 1/1/14, and search the offset column which would have 2, it will then mark a 1 in the 2 cells to the right of 1/1/14 also (these being 2/1/14 and 3/1/14)
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Feb 22, 2014
need macros :
Copy From Sheets ("PO")
Copy D7 & H7
Copy C11 : H25 (Only Active Cells)
Paste To Sheets ("Sheet1")
D7 & H7 = Column A & B
C11 : H25 = Column C, D, E, G, H
database.xlsm
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Aug 1, 2014
Following macro code is for copying Excel Invoice Data to Excel Database. Also cleans the specified cells after copying. Its working Perfectly.
But there are some issues that should be solved.
Problem 1: It copies empty cells(""), formula based cells and blank drop-down list.
Problem 2: After copying it cleans formulas too. Formulas must be remain their.
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May 1, 2014
with the following....In the first sheet of attached file I keep data regarding all invoice sheets next to the data sheet (not visible in this example). I like to print an invoice in all sheets (area H3-AI43) from a selected invoice sheet out of a drop-downlist in the "data"sheet. After printing the actual printdate must be placed in column F of the "data" sheet next to the sheet number. Would be great if this is possible! Maybe I'm not clear enough. The purpose is to print only 1 invoice from a selected sheet out of the drop-down list.....and not all invoices from all sheets!
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Jan 22, 2013
I have a template invoice in excel. What I want is a macro code that when it is run the open template invoice should be sent to a specific email address !!
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Apr 9, 2014
My sheet has a calculator that outputs a value based on inputs. I also have a pick list on top labeled Q1-Q4. Depending on which value is selected on the picklist, the input values will output a different amount. I want to create a button which allows me to take this output and save it in another cell under a heading Q1, Q2 etc. depending on which Q was selected in the original picklist. In essence I want a button that records each output onto the same sheet by by quarter(Q).
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Feb 4, 2010
I have modified the export a range to HTML code from Mr Walkenbachs excellent book and it all works well (still learning my trade with vba!!). The only issue I have is when the code a save as dialogue box appears. As I am looking to automate this process I was hoping to get this code to automatically save preferably to a path ("c:dailyrange.htm" for eg). I have tried various permutations but am really struggling with the concept.
I am using excel 2003.
The code
Sub ExportToHTML()
' Dim ws As Worksheet
Dim Filename As Variant
Dim TDOpenTag As String, TDCloseTag As String
Dim CellContents As String
Dim Rng As Range
Dim r As Long, c As Integer
'Create 7 htmls one for each column of the specified range
For Column = 1 To 7
Range(Cells(14, Column), Cells(40, Column)).Select
' Use the selected range of cells
Set Rng = Application.Intersect(ActiveSheet.UsedRange, Selection)
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Sep 6, 2012
I'm trying to make a macro check if a file has been saved (ever). If so I want the macro to do a regular save (with already esatablished filename and location) before it proceeds with the rest of the macro. If the file hasnt been saved (if it runs from a new workbook) then I want it to pop up the save.as dialog, so that the user can choose the name and location of the file before the macro continues .
The macro itself is saved in personal.xlsx.
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Oct 22, 2008
I'm trying to have a macro that opens the save as window, places the name in cell f5 and then allows you to save the workbook with cell f5 as the filename. I have managed to get the save as window to come up and the cell f5 as the name, but when I press save is doesn't. Here is what I have (also, is there a way to direct this to a specific folder).
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Jan 17, 2010
I have a macro that copy one sheet of the Active workbook and sends it via email.
I need to add a code in this sheet so when one opens it from the email, with a command button to be able to save the file to specific, fixed folder on the local network with it’s original file name.
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