Increase Invoice Number And Save To Desktop As PDF Using Cell Data For Filename
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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Mar 15, 2005
I created an receipt template in excel. How can I have it increase the receipt invoice number by 1 every time I open this template? For example the first receipt is 100, I want the second receipt to be 101, and so on.
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Sep 14, 2012
way for my engineers to save a field ticket with a certain name based on data from a couple of cells in the worksheet. Re: Auto generate "Save As" filename from text and tried to use some code posted in the thread, but I an still not having any luck.
What I want to do is create an active X button when clicked on, would save the workbook to a certain folder. I want the name to look like this:
SO1!M3_SO1!M6_SO1!H2.xls
This is what I have so far:
Private Sub SaveMe()
ThisWorkbook.SaveAs Filename:="C:usersdefaultdesktop" & Range("SO1!M3").Value & Format(Range("SO1!M3").Value, "text") & ".xls"
End Sub
Would I click "general" or "workbook" in VBA when I enter this code?
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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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Nov 1, 2009
Im trying to create a macro that when i click the button a new workbook is created and saved as the value from C5 cell.
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Jan 10, 2007
I'm trying to use the code below to paste special my first sheet to remove the formulas, then delete all other worksheets then save as a reference number (which is linked to the worksheet im saving) but I also need it to save in a specific folder.
Sub SaveAsCell()
ActiveWorkbook.Save
Cells.Select
Selection.Copy
Selection.PasteSpecial Paste:=xlValues, Operation:=xlNone, SkipBlanks:= _
False, Transpose:=False
Sheets("Cat Nos").Visible = True
Sheets("Supplier Info").Visible = True
Sheets("Codes").Visible = True
Sheets("Buyers").Visible = True.................................
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Nov 13, 2008
Let's say I have a database called testTemplate.mdb in c: which is a template-like database where i import data to. Is there a way for me to copy the testtemplate.mdb and past it to my desktop with file name test.mdb. I don't want to copy any data from the database, just the table's + queries. I would like this to be done via a macro... In order for me to execute other macro's to copy data from excel to that test.mdb file on desktop.
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Aug 5, 2013
I'm trying to record a macro that calls up the saveas dialogue and uses a filename from a cell (it's the w/c date). I can start recording the macro, open the dialogue box and copy the contents of the cell but i can't get it to paste as the filname.
What I'm trying to achieve is to allow users of a muli-sheet workbook to be able to click on a 'save' button on any sheet and have the workbook save with a filename which includes the current week commencing date. This way all the weeks changes will be in just one file and from the following monday a new file will be started the the old one left alone as an archive.
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Sep 22, 2009
I'm having a slight problem with this script. What I'm looking to do is before the workbook is closed is check to see if the workbook already exisits on the users desktop if it doesnt then save it to the users desktop. if is does exists then just exit the sub. Here is what I have so far but for some reason it kept displaying the aleart message that the file already exists and wants to save it again.
I just added the displayalerts = false in but the script still does not know that file already exists. So when the file is closed it keeps saying file has been placed on your desktop.
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Oct 23, 2007
I have a workbook which consists of 28 worksheets, all of which are protected, and are running on a code which automatically keeps all sheets at "unlocked cells" in the selection field. The sheet is also password protected for write-access…
I would like a Macro, or some sort of code, that when activated… it unprotects ALL sheets (which use same password), creates a folder on the users desktop, and saves a copy of the document in there… entitled "copy of {filename}" It must also remove the "write access" password…
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Nov 2, 2013
I have multiple rows of data. Some have single invoice number and some have 3. I want to find the rows with multiple same invoice number by filtering then selecting certain data and paste to another sheet.
sheet1 A:I
Name
PO
Chemical
C/T
Center #
[Code]....
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Feb 17, 2009
I'd like a macro to have the workbook save as
Numbers as of "today's Date"
and then close that workbook.
I already tried the following...
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May 2, 2012
What I'm trying to do is from a template worksheet that I have in a workbook with other worksheets, I'm trying to come up with code that will create a new worksheet based on the template (copy), increment the invoice number, and rename the worksheet tab to be "Invoice # xxxx" (new invoice number from prev. step.).
I have figured out how to use a button on the template to execute, but as I said my VBA skills are lacking to say the least.
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Dec 28, 2006
I have many data in a worksheet named "Table" with "Item" in column A and "Reference" in column B. For each change of item, I need to assign a reference number with a prefix. Below is a sample of the data.
Column A Column B
Item Reference
Orange R9
Orange R9
Orange R9
Apple R10
Apple R10
Apple R10
Mango R11
Mango R11
The starting reference number is not fixed. It could start from 8 or 10.
Thought it would be possible to automate this process using vba.
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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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Apr 28, 2012
I have a macro that increase a cell number and one that decreases a cell number, heres my code:
Code:
Sub Macro1()
Dim t
t = Split(Worksheets("Sheet1").Range("d5").Text, "/")
t(0) = Format(t(0) + 1, "0")
Worksheets("Sheet1").Range("d5") = Join(t, "/")
[Code] .......
So they do exactly what i want them to do but i want to put a limitation on them, so say the number in the cell is 0 then i dont want it to be able to subtract from it anymore, and say the number is 20 i dont want it to be able to add any more, i tried to put if statments into the code but no luck.
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Aug 12, 2008
I have multiple worksheets (too many, actually!) and each worksheet is a record. I need to enter a Record Number into B5 of each sheet. The Record Number doesn't start at 1. I'd like to enter a number into the first sheet and the rest of the sheets to increase by 1. However, I only need to do this to some sheets.
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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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May 6, 2014
I would like a macro to be able to save 26 tabs within the one document to individual PDFs.Preferably I would like to be able to specify each time exactly which tabs get printed, because often I don't need to print all 26, just the first 10 or so.I would like each PDF to automatically be named with the value in cell E10 of each tab.E10 already has a formula to create its final value. It references cells from other tabs within the same document. Hopefully the fact that this cell has a formula in it won't affect my ability to use the resulting value as a 'save as' reference?I would like it if the PDFs save to the same location as the Excel sheet from which they're generated is located. The location of the excel sheet will change every three months, so I'd prefer not to specify a location with a specific filepath, as it will have changed by the time I run the macro again.
I am using Excel 2010.
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Sep 11, 2009
I have a problem with the following code
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Dec 24, 2008
Below is a bit of a big macro i'm writing but I'm not sure how to edit my code to append the date after the filename. Then i'll need to refer to the exact filename later in the code?
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May 6, 2013
I'd like to record a macro that allows me to take the current file "file.csv" and save it as "file.xlsx"
I can't get the variable right (just messing around in VBA to have it get the file name and save it as a different format (csv to xlsx)
I've tried:
Function GetFullName() As String GetFullName = ThisWorkbook.FullName End Function
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Aug 9, 2012
I want to create a macro that when executed changes the name of "File1" to "File1 - Edited 8-9-2012". With the date being today's date (variable). This file is going to be emailed to someone who will then execute this macro.
Is there a way to prompt the Save As window with the updated file name so the user can save the file where ever he/she wants?
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Jun 6, 2013
I want a macro that will save a copy of the current file using specific naming convention. My file is called OTR2CMMASTER - I want the macro to save a copy as OTR2CMSAGE(CURRENTMONTH/YEAR). The OTR2 is a named field (ProjectCode) in the workbook.
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Feb 22, 2014
In a workbook, I use a macro to extract a sheet and save it as xls.
What code should I use to prompt the user to define the location and name of the new file to be saved?
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Jul 28, 2007
Is there a way to save a file and have it automatically put today's date in the file name?
Example: original File name = test.xls
desired file name = test072807.xls, or test.072807.xls, or test.07 28 07.xls
So, I open the file, do whatever, and then click save.
When I click save, it does one of the above, given that today is 7 28 07.
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Aug 11, 2008
I have a spreadsheet that from a button I want to run a macro that will input todays date, the value in cell A1 as the filename into a default dialog box that is at a default file path. I have been trying to do this for several hours and can not completely get it done.
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Oct 24, 2013
I'm trying to track how complete a project is by checking if cells contain data, and if they do the percent in cell 'Y4' would increase.
I have 6 cells which represent milestones and if they contain data then they would add a certain percent to cell 'Y4'.
Cells B13 & R13 would have a weight of 15% each
Cells J13, J21 & J30 Would have a weight of 20%
Cell L34 would have a weight of 10%
Is there any way that if these cells contained any data that I could add that percent to the total in 'Y4'?
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Oct 3, 2013
I'm Trying to create a invoice that generates the invoice number automatically every time its being opened
Now, how to do it with a macro but the problem is i need the invoice to be saved as a template. In the end i need the invoice template to move the invoice number to the next one when opened and when im done with the invoice i need a print button that saves the invoice with contents to a specific folder, clears the contents and saves the invoice with the current invoice number as a template so that next time its being opened it can just adjust the counter.I have done the counter adjustment part .
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Apr 13, 2009
Leith got this perfect for me, but my example does not work right. Not sure why it does not save last invoice number too the workbook. The invoice number increase works great, I must be missing a step.
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