Trying To Make A Automatic Invoice

Sep 23, 2008

im trying to achieve is creating an microsoft word (or simalar) invoice from my excel spread sheet.

My current excel spreadsheet is set on a monthly basis. on it it has my customer list. I provide a service for people so at the end of that month i enter what type of service and who for and make a seperate invoice based on the calculations........ C#&P ive got no idea what im talking about

Im gonna make a fake formula and hopefully somone will understand what im trying to do, everything in these brakets { } is what im trying to do

={cell F6 (customers name)}({send the info in this cell (customers name) to word temlate and insert into customers name section})

Good way to explain it is that i want excell to automaticly create a word invoice, and im guessing i need to have a word template for it.

I really hope someone understands what i am trying to do because at the end of the month it takes about 2 hrs to enter all the different info for the customers into my excel spread sheet and another 2 days to make all the invoices for each customer and it is only a matter of time before i make a simple mistake which could cost me thousands...

was told that words mail merge would work but it wont do what is required. Open to any and all sugestions

I also got told to steer clear of word cos excell can make a good invoice and it would be easier

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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
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Apr 7, 2008

I need a macro to copy the data from the rows in Sheet3 into a specific place on "Sheet2" (Column "C" to E10 on Sheet2, D to E11, Q to E12, R to M12, S to T12, G to Y26, H to AF29, M to AF30, N to AF32, and lastly the current date to AC10) then rename the sheet to the Value of "E10" on that sheet then Copy that sheet to a new workbook and then clear the data on "Sheet2" so that only the information that was on the sheet before the data transfer is left and reset the name back to the original. My problem is i'm going to need this macro to do this for every row of data (Customer) that is in my list range of B10:R2114. So i'm looking for maybe a macro that loops an amount of times equal to the counts of data in the address range

=count(D10:D2114)

I have a macro that Creates a new workbook (which you name and place, which is good) and then copies a specified sheet over to the new workbook. I hope I wasn't to convoluted in what I'm trying to accomplish. heres the current macro I'm working with.

Sub copySht()
'declare the variables
Dim wb As Workbook
Dim ws As Worksheet
Dim fName
With Application
'prevent unnecessary error messages
.DisplayAlerts = False
'switch off screen updating to speed up code and prevent screen flickering
.ScreenUpdating = False

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Oct 30, 2008

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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.

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Right now there are around 600 customers in this list.

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Apr 21, 2009

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Testing to see if this works ( ignore the multi posts, forum had a problem )

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i have this at the moment:

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when the jobs done the Satus Column "F" is changed to INVOICE
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Is there a way to create incremental invoice numbers via a formula in excel every time it opens up?

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I have a data set that has invoice amounts with corresponding bill date range. I need to get those invoice amount auto pop up in correspond month columns.

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1 01/01/2014 00:00 $100
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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.”
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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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Feb 15, 2012

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Column D= Adjustment Amount
Column E = Which invoice will credit post to:

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Apr 26, 2012

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Apr 30, 2013

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A
B
C
D
E
F
G
H
1
ShopID Data

[Code]....

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Aug 13, 2013

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My code is as follows

Code:
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Range("B24:H43").ClearContents
End Sub

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Dim NewFN As Variant
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[Code] .......

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Jan 16, 2008

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H I J
27 Qauntity: Cost: Amount:
28 55 R 185.00 R 10,175
29
30 Net amount: R 10,175
31 Vat: R 1,424.50
32 Amount Due: R 11,599.50

Invoice
[Table-It] version 09 by Erik Van Geit

RANGE FORMULA (1st cell)
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Sub test()
'
' test Macro
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Sheets("Customer Menu").Select
ActiveWindow.SelectedSheets.Visible = False
Sheets("Customer Van Order Form").Visible = True
ActiveWindow.SmallScroll Down:=-12
Sheets("Invoice List").Select
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Sub Print_Invoice()

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With ActiveSheet 'change to relevant sheet name if you want to execute macro from another sheet

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Next rCell
EndWith

EndSub

Because of specific requirements of some stores I had to create a SECOND invoice form especially designed for a few stores only. How can I change the code above so Excel will know which form should be used for which store? I am thinking about playing with ID numbers.
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Route 1 includes stores with ID number from 101 to 199. Route 2 includes stores with ID number from 201 to 299, and so on
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