Insert An Auto Number Into Invoice Template

Aug 6, 2006

I have a template of an invoice (in excel) but I need it to automatically
generate a different invoice number every time I open it. Such as 001 the
1st time, 002 the 2nd time etc.

I have no knowledge of macros & do not want to uses Acess.

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Auto Insert Invoice Number?

Jan 21, 2007

I've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.

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Auto Insert Invoice Number

Jan 21, 2007

I've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.

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Auto Invoice Number Copied Sheet

Apr 27, 2007

auto incrementing my invoices.

The way I do my invoicing is like this. I have 1 Invoice in a worksheet (eg April 1) When I make my invoice for the next day I right click on the April 1 tab at the bottom. Right click/Move copy/move to end &check the create a copy box. It changes to april1(2)I then right click and change the date to the next invoice date. This might seem goofy, but it works for me. I have my Invoice number at the top of the page in cell e2. Is there a formula to automatically increase the invoice number by 1 every time I copy it?

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How To Create Dynamic Invoice Template

Mar 22, 2012

I'm looking to create a dynamic invoice that has one main invoice worksheet that references a worksheet with client billing information. Keep in mind that line items will differ between clients, and ideally I'd want to be able to:

Have date autopopulate, included in every line item Select a client, which populates billing info as well as the invoice # nomenclature specific to that client Be able to have client line items specific to the client populate based on the dropdown I select

Overall, no real specific guidelines, just trying to pick some other people's brains about how to approach a dynamic invoicing template. To preface, we have about 60 clients.

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Saving An Invoice Number When Reopening An Invoice

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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Code For Moving Data From Row To Template Invoice Format - My Worst Nightmare

Jan 22, 2010

Im looking to create an invoice-type format from data in a row but only when the client requests it.

So, if there is a Y in column R. i.e. the client wants an invoice format then.

I have been given a template format by the team manager that I have to use. Its far from ideal, well for me anyway, for moving things around and Im struggling to get anywhere with it.

Im trying to take the data from the row in the source / client worksheet, which will be created via a code from here, and transpose it to a copy of the template worksheet which sits within the same workbook. This is made more complicated because in some cases the data for the invoice will be in two or more rows, because there will be a few items on the same invoice, but they will still be on the same worksheet.

The source / client worksheet has data from columns A to T with a header in row 1.

The details will need to be transposed from the relevant row from each column to the template worksheet as follows
From column in source / client worksheet To cell in copy template worksheet.

From - To
CB2
AB3
BB5
HB7
IB9
GB11
EB13
FB15
RB19
SB21
QB23
OB25
PB27

This is where it gets messy, or more messy should I say

MB33
JB35
LB37
KB39
TB41
NB45

For each of the six sections M to N above there may be more than one relevant items which will be on rows 3 onwards of the source /client worksheet.
So, ideally Im guessing based on if there is data in column A of the source / client worksheet then M to N above will need to copied downwards, i.e. below itself on the template worksheet say from column A and B rows 33-45 copied to A and B rows 47-59 until all the data is copied over.

Blinking eck ... this is a nightmare a real nightmare. This more than one section above is really bad Im at a complete loss.

Although if its really not possible they may have to have another template worksheet with the second, third etc items on as I just cant see this working.

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Exporting Data From Master File To Template File (Auto-Populate Template)

May 6, 2014

I've attached 2 test files, one is the database master file containing the projects (each row represents a project, unique reference number in column A) and the other is the blank template file i'm hoping to export data into and then save down with the naming convention "column A_column B.xlsx"

Kept the test files simple but would need to modify any code to apply to much larger database consisting of many more fields etc.

Master.xlsx‎
Template.xlsx‎

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Retain Auto Number Sequence After Row Insert

Sep 4, 2006

I'm using a simple auto numbering command.

eg: cell A1: 1
cell A2: =(A1+1)

then shift, copy/paste cell A2 until A600,

This creates a sequential number column from 1-600. My problem lies when a new row is inserted, which is left blank. How can i maintain this auto function upon a new Row insertion?

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Auto-fill Informtion Using Invoice

Jul 5, 2009

I have an invoice I use for my business. I want to be able to type in the sku # and then have the description and price fill in automatically. The invoice already calculates the total retail price based on the number ordered, tax, S&H and discount level. It then gives you total due for items bought. Getting the invoice this far was a miracle for me, but I get tired of retyping all the info now that sales are picking up. I have attached a copy of my invoice file.

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Auto Populate Invoice (including Description) From Data Sheet

Dec 5, 2012

creating an Excel invoice that would auto-populate from another Excel worksheet or file with data. The information that I would want to include are:

Company name
Name (person)
Email address

Start date
End date
Promotion description
Number sold
Price per item
Total charged

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Count & Insert Template Sheets

Feb 17, 2010

I need a coding for count of "Reconciled" items and insert that number of template sheets.
Attached is the sheet for your better understanding.

With the help of attached example I need a coding which will count the number of items the word "reconciled" appears in control sheet (L:L) and should insert that number of template sheets. In this example the count is 16 so it should insert 16 new template sheets.
Pls note the count would not always be the same and count would not always be in cell L123.

After inserting the template it should be renamed as the combined value from the cells.
for example from control sheet the template should be renamed as from E8,D8 & F8
First should be affiliate then subdivision and then currency. It should include "-" between the names.

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Macro - Using Sheet Template Need It To Auto-Rename

Aug 2, 2008

*Inserts an existing worksheet template and places it at the end (or after all) the existing worksheets.

What I would like the macro to also do is:

*Automatically rename the inserted worksheet (via my worksheet template) in sequence to the existing worksheets

Example: So let's say I have 3 existing worksheets titled Sheet1, Sheet2, Sheet3 (that's basically the default naming Excel uses). But would when I insert a new worksheet (via my worksheet template) it is shown as Sheet. And if I insert another one, it would be Sheet (2). So basically it is showing as such:

Sheet1, Sheet2, Sheet3, Sheet, Sheet (2)

What I would like the macro to do is automatically rename those last 2 worksheets (and any subsequent worksheets thereafter) in sequential order. Basically displaying it as such:

Sheet1, Sheet2, Sheet3, Sheet4, Sheet5...(and so on and so forth)

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Automatic Invoice Number?

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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Invoice Number Change

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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Aug 14, 2014

I am after a VBA code that I can use to populate a fax template based on criteria's

Basically I have records which are being logged throughout the day via a User form and sometimes there may/maynot be a charge. the user decides at the time. The column is named "to be charged" and is filled with either Yes/ No.

I need to be able to select the date to print or Just the same day date and print all faxes' that have "Yes" for charge This way all the information for each fax is populated and the user can just print.

and if possible mark a Colum non the master sheet as printed with a X or something

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VBA Code To Check That Invoice Number Has Not Already Been Used

Nov 2, 2011

I use a userform to make sales data entries into a database. The userform contains textboxes for:

Invoice No.Invoice DateGrossVatNet The Invoice No. is the first entry box on the userform and it is important that users enter the correct format (which is alphanumeric).

It is also important that a checking is carried out to ensure that the Invoice Number being entered has not already been used.

I use the following code to ensure that the numbers are entered in the desired format:

Code:
Private Sub txtInv_Exit(ByVal Cancel As MSForms.ReturnBoolean)
If txtInv.Value = vbNullString Then Exit Sub
If (Not UCase(Me.txtInv.Value) Like "ST###") And (Not UCase(Me.txtInv.Value) Like "ST####") Then
MsgBox "Non Valid Invoice Number.”
Cancel = True
End If
End Sub

And this code is pasted lower down the VB editor window. And it seems to be working fine!

For the checking to ensure that the invoice number being typed into the textbox has not already been used, I use the following two codes combined together:

a) to check for invoice No.:

Code:
check for Invoice Number

If Trim(Me.txtInv.Value) = "" Then
Me.txtInv.SetFocus
MsgBox "Please Enter Invoice No."
Exit Sub
End If

b) And to it I add the following additional code for CHECKING that the no. does not already exist in the database (the invoice nos are located in Column A of the database):

Code:
Dim x
X= Application.Match(Me.txtInv.Value, Columns(1),0)
If Not IsError(x) Then
MsgBox Me.txtInv.Value & "Invoice Number Is Already Used"
Me.txtInv.SetFocus
Cancel = True
Exit Sub
End If

My problem with the second set of codes in (a) & (b) (for the Checking of already existing No.) is that the code allows the user to key in the Invoice No. and go through filling in the other textboxes. It is only after clicking the ‘Add’ button that a msgbox comes up to indicate that the ‘invoice no. is already used’.

I need a tweaking of the codes so that the moment an invoice no. that has already been used is typed into the textbox and the TAB button pressed, a msgbox will show up at that stage to indicate that the ‘Invoice no. is already used’. This will reduce time and avoid filling in the other textboxes and clicking the ‘Add’ button before the checking is done.

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Increase The Receipt Invoice Number By 1

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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Last Invoice Date Per Customer Number

Jun 27, 2006

I am trying to automatically show the date of the last invoice per the customer number.

I have attached an example.

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Increment Invoice Number On Open

Aug 21, 2007

I have created a templet for an invoice, but I cannot get the invoice number to increment. I am using the following code from a previous thread

Private Sub Workbook_Open()
Sheets("Sales Invoice"). Range("B7").Value = Sheets("Sales Invoice").Range("B&").Value + 1
End Sub

The address of the invoice number is B7 and the name of the sheet where the B7 is located is Sales Invoice.

I want to start the invoice number at 100000 and add the letters PM to the beginning so that when it is displayed and printed out it reads PM100000.

Then I want it to increment by 1 and this number be placed in the B7 area when the invoice is opened next time.

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Jun 27, 2014

I can find code that allows me to open a word document and insert the value of a TextBox into the bookmark.

I have a bookmark in a OFT file (Outlook Template) and can't seem to make the same thing happen.

My question: Can you insert the value of a TextBox into the bookmark in the body of an email?

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Determine Next Invoice Number Stored In Range

Oct 9, 2007

I am trying to add a number to invoices (invoice numbers) on a UserForm that is used to make and/or modify scheduled service records for a cleaning business. We fill out the schedule well in advance of when the jobs are scheduled to be done, some customers are on a set schedule such as once a week, everyother week or once a month. Some just call in when they need cleaning. Each day has 27 rows set aside for possible customers (most are not used). We make out as many invoices in advance as is possible and fill-in the rest as they call-in. This leaves a lot of gaps between days

I have an auto-advancing formula tha takes a helper column to give me invouce numbers when there is a customer listed in column B and blanks space where there is no customer listed. This does make for volitile invoice numbers.

Formula in row 3 of the invoice coulmn "A": =IF(B3="","",H3)
Formula in row 3 of helper column "H": =IF(B3="",H2,H2+1)

The helper column only advances if there is a customer listed in column B of that row otherwise it repeates the last number. The invoice column only displays this helper number if there is a customer listed in column B of that row. I can't figure out how to get this to work on a UseerForm with vba.

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Calculate Number Of Days Between Invoice And Today Date

Feb 21, 2014

I'm trying to create a new column which calculates the number of days from the today's date to the due date of an invoice. Also a Column that an invoice is/was overdue.

Column A - Clerk inputs date that invoice was received
Column B - Clerk inputs the date that the bill was paid
Column C - Auto populates the due date of the invoice (20 days after the invoice is received)
Column D - I want a number of days to auto populate based on today's date that will show how many days we have to pay the bill. Example: today is 2/19/2014, bill is due 2/22/2014 (Column C), column D should read 3 (I would prefer is the number is black for "we have days left to pay", red for "we're behind")
*Extra bonus for Column D, if the column goes blank after a date is entered into Column B* - but not necessary

Column E - I would like if the date the bill was paid (Column B) is greater than the date the invoice is due (Column C) to show "Overdue" in the cell.

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Rename Tab Based On Cell Value And Increment Invoice Number

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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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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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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Jul 31, 2013

I am trying to auto generate a calendar based on two drop down menus - Month and Year.

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August PM Schedule Demo.xlsx

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Feb 21, 2013

how to create a copy of my employee attendance template. Is there a way to create a copy of the template by entering an employee name in the "name" cell of the template and it automatically renames the sheet that employee name and also saves or recopies the template for use with the next employee?

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Sep 8, 2009

Data Table including-

List of Identifying Code Numbers for customer invoices

Multiple repetitions of individual Identifying Code Numbers in list

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- Wish to find largest invoice for each Individual Identifying Code Number in the table without using a pivot table.

i have tried combining Max and Large functions with Vlookups etc.

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Jan 5, 2009

I Have a number(30+) of excel files based off of one template. I have since updated the template, thus making the the old ones obsolete. Is there a way to update the older files to use the new template without having to copy and paste the addition's row by row column by column?

None of the additions to the template will change the placement of existing data, nor will it change the data itself. It will however add Values to cells that were previously empty.

Hints, Tricks, or Ideas?

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Jul 30, 2009

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Mar 25, 2014

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I have attached a simplified spreadsheet which indicates what i'm trying to achieve.

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Nov 1, 2008

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P.S.:I know that there is a possibility to add the values of these two columns in another column, but as there are far too many columns in the worksheet I would not like to add an extra column just for this.

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May 15, 2009

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Dec 4, 2008

if I add data into C2 then the current date will appear in A2. I also don't want the date to change every time the project is opened.

Thus,

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then if I close excel and I open it tomorrow, A2 would still read as 4-Dec, while if I enter $23.52 into C3, the current date (5-Dec) would appear in A3.

- would need to be able to enter multiple entries on one day as well.

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Jan 14, 2010

to be able to do is have a stock control sheet that tells me how much of 1 item we have in stock which is easy, the hard part comes when this stock is sold as this stock can be sold to a number of different customers e.g.

We have 10,000 X Pens

Customer 1 buys 1,000
Customer 2 buys 6,000
Customer 3 buys 3,000

i need a way of saying that we have 10,000 pens but if we sold 1,000 then we can click a button (macro maybe) and that will automatically see that we have 10,000 for that line and we have only sold 1,000 so we need a line inserting saying that we have 9,000 remaing and so on.... The sheet needs to record who these goes to though, that the reason i was thinking of adding a row

If this doesnt make sense then i am happy to answer your questions?

i can upload an example excel sheet if required if someone can explain how i do this?

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Nov 19, 2004

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May 13, 2014

I have code for auto insert row, when i m getting to new row column Q formula not working

remove the auto generate serial number in column column A, only i want to insert auto with column Q formula to work.

find enclosed a worksheet for your ref.

Please see the below auto insert code;
Private Sub Worksheet_Change(ByVal Target As Range)
Dim O As Range
Set O = Range("O:O")
If Intersect(Target, O) Is Nothing Then Exit Sub
Application.EnableEvents = False
roow = Target.Row
Cells(roow + 1, 1).Value = Cells(roow, 1).Value + 1
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Rows(Target.Row + 2).Insert
Application.EnableEvents = True
End Sub

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Dec 7, 2009

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