How to Create an Automated Invoice in Excel | Including Formulas and Customer Database

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  • เผยแพร่เมื่อ 26 ก.ย. 2024

ความคิดเห็น • 252

  • @TheBellaBubbles
    @TheBellaBubbles 2 ปีที่แล้ว +79

    I want to leave a really huge thank you on this video. I know what it’s like to make videos for a small audience and get not very many views. I just wanted to say after getting wrongfully terminated from my job and not having enough money for a lawyer I was looking for a new job. I finally found one a month later and managed to impress my new employer by automating their invoice system to spreadsheets with this series and save them thousands on paper and ink they would typically have to mail out each day. Thank you so much for helping me and so many others.

    • @saitoglobal8830
      @saitoglobal8830 2 ปีที่แล้ว

      Have you donated to the fund raiser as a gesture of your appreciation? Its for a good cause :)

  • @terrencedithejane9270
    @terrencedithejane9270 9 หลายเดือนก่อน +11

    This is probably one of the best tutorials in the world🙌🏾 the guidance in these series is absolutely phenomenal and easy to follow along. Thank you very much for gifting us with this wonderful automated invoicing system ❤ it definitely will make it easy for my business!!

    • @ChesterTugwell
      @ChesterTugwell  9 หลายเดือนก่อน +1

      Glad it was helpful!

  • @carlnicosia881
    @carlnicosia881 ปีที่แล้ว +4

    Great series sir! I almost purchased an invoicing system for my business, but my girlfriend insisted I do some research and create my own. I found this series and all she's been saying is "I told you so!" LOL. A few tweaks and scripts to get it running on my Mac, but I now have a perfect invoicing system for my business! THANK YOU SO MUCH!

    • @preppy_767
      @preppy_767 4 หลายเดือนก่อน

      Hi Carl, would you mind to share your tweaks to get this to work on MAC OS? Thanks!

  • @annalinden-fraser137
    @annalinden-fraser137 ปีที่แล้ว +4

    I'm a writer and really only know how to work in Word .... this is the first time I've ever felt I understood excel. What an absolutely marvellous tutorial, many thanks!

  • @MalibuBlondie
    @MalibuBlondie 2 ปีที่แล้ว +9

    I searched the internet high and low for the perfect way to set up invoices and receivables all while maintaining a customer database- and I am so glad that I stumbled upon this video! Fantastic explanation and narrating. Thank you for posting such a miraculous invention! I've been using this file for my small business, with some adaptations, and it works WONDERFULLY.

  • @nezmaf
    @nezmaf 2 หลายเดือนก่อน

    This tutorial video was one of the best. Explaining well, and clearly, all details are said nothing is ignored. Tune of voice and speed etc. Why not everyone around the world is not following this guy? well-educated person

  • @sarahbaskerville4615
    @sarahbaskerville4615 2 ปีที่แล้ว +2

    Finished following all six videos. Going to go through all again to polish off.. Absolutely brilliant. Thank you Chester.

  • @lesliepeters9501
    @lesliepeters9501 7 หลายเดือนก่อน +1

    THANK YOU SO MUCH! This is *exactly* what I need! I cannot tell you how many zillions of hours and $$ you have saved me. I can now ditch the $600/year quickbooks subscription and build my own. Your video descriptions are incredibly clear and educational. I was able to expand your system to include time tracking and create more buttons to generate the invoice from a log of services rendered for each client. I really cannot thank you enough for this wonderful resource and excellently delivered content.

    • @ChesterTugwell
      @ChesterTugwell  7 หลายเดือนก่อน

      That's great to hear. 👍

  • @KurtChanise
    @KurtChanise 7 หลายเดือนก่อน

    Mr. Chester, with your help I now have a fully built invoicing system from automated invoices to generation of account statements.
    Thank you, you are a great teacher!❤

  • @youssefoumalek6599
    @youssefoumalek6599 2 หลายเดือนก่อน

    This video alone will probably get you into heaven. Brother, you are indeed an accessible source of knowledge! You have saved me. May God bless you and protect you from any harm.

  • @dejanandjelkovic2192
    @dejanandjelkovic2192 8 หลายเดือนก่อน +1

    The contribution is very detailed and instructive. Great praise for your patience and willingness to share your knowledge with others. I am grateful that there is someone willing to do this. You enabled others to speed up their work and give them a great incentive to achieve their goals

  • @kurtgraber4390
    @kurtgraber4390 6 หลายเดือนก่อน

    Huge Thankyou Chester! After 20 yrs of QBooks and a few upgrades Im forced to their subscription service with my appx 100 invoices a year. Went through all 6 videos and was able to modify to get a solution that works for me. As a non Excel user, I was able to build your basic KEEL to get the process started. Now Im back up and running a simple invoicing database. Thankyou for not wasting my time, sticking to the point and really helping!!!! Goodbye QB

  • @craigjonker3547
    @craigjonker3547 ปีที่แล้ว +5

    This is really awesome. Not only have you put a lot of work into this, but its downloadable. You have saved me time and money and I thank you for that

  • @madrabbit9007
    @madrabbit9007 2 ปีที่แล้ว

    This is awesome! My dad has been using a TYPEWRITER to send out invoices! I will be taking over the company next year and with this I can a move us into the 21st century.

  • @aprillynsalgado2866
    @aprillynsalgado2866 ปีที่แล้ว +1

    THE BEST TUTORIAL EVER!!! Thank you so much for taking your time to do this.

  • @rhondajohn271
    @rhondajohn271 2 ปีที่แล้ว +1

    This is EXACTLY what I needed for my business. Thank you so much!

  • @amitywhite9678
    @amitywhite9678 2 ปีที่แล้ว

    Hi,
    I do not generally add comments online, but this tutorial merit my comments.
    My wife and I want to start a rental business, we needed an invoice system, did not know how to do that. Your tutoral has helped significantly. than you. will watch the other videos .

  • @KrakISback22
    @KrakISback22 26 วันที่ผ่านมา

    Will definitely use this as my guide on automating our invoices. Thank you so much Chester for the tutorial.

  • @patty6236
    @patty6236 2 ปีที่แล้ว +2

    Thank you for this video! I will watch more of your other videos to refresh my skills and knowledge in Excel. I learned all these in College but have forgotten most of them especially the macros, formulas, etc. Super thankful I found this video because this is exactly what I need for my business now. Who knew right? That almost 20 years down the line we'd find ourselves still using Excel for data entry, record keeping, etc. I thought before, in 20 years I'm sure what I'm learning now would be useless because technology would be so advanced by that time but...I find myself here now watching this video. 😄

  • @j1sluvme
    @j1sluvme ปีที่แล้ว

    I'm only 3 mins in the video and I'm already thanking you! Thank you!

  • @ZivaiMarangarire
    @ZivaiMarangarire 7 หลายเดือนก่อน

    You, Sir, are a star. You have really been a great help. In two videos, I have found the answers to all I needed for automating my invoice.

  • @nickpalmer327
    @nickpalmer327 ปีที่แล้ว

    I have just used this tutorial and found it excellent. Just the right speed to work along and an excellent level of detail.

  • @mattrea6310
    @mattrea6310 2 ปีที่แล้ว +2

    This video is amazing, very clear and easy to follow. I am starting my new small business and can't afford much to start with. Thank you to your series of videos Chester, I was able to create an invoice to get myself going. I am very thankful I have come across your videos and you certainly have been a life saver. Not only that, you have educated me on how to use excel and the many uses it has. I am sure you have only scratched the surface on what excel can really do. I don't post comments very often but truly thank you for your videos and I also look forward to learning more from you. Truly amazing!!!!

    • @ChesterTugwell
      @ChesterTugwell  2 ปีที่แล้ว

      Thanks Matt - I appreciate your comment

  • @thelionspet
    @thelionspet 4 หลายเดือนก่อน

    Hi Chester, I just wanted to say a big thank you. You helped me a lot today, not on this subject, but on creating a numbered style list. Your explanation is wonderfully clear. Much appreciated. Angela

    • @ChesterTugwell
      @ChesterTugwell  4 หลายเดือนก่อน +1

      My pleasure, especially as you seem to be a cat lover 🐈‍⬛

    • @thelionspet
      @thelionspet 4 หลายเดือนก่อน

      @@ChesterTugwell I am a cat lover indeed. Dogs too.. and the odd monkey lol

  • @nicholasmorgan9237
    @nicholasmorgan9237 ปีที่แล้ว

    This is one of the best presentations on how to use Microsoft excel I have seen , I have known for a long time that Exel can do many things but didn't know where to start. Chester explains things brilliantly , I got the invoice and macros working because thanx to Chester I understood what I was doing. Thank you very much for your professional contribution.

    • @ChesterTugwell
      @ChesterTugwell  ปีที่แล้ว

      Nicholas - thanks for your generous comment.

  • @rezesmate
    @rezesmate 2 หลายเดือนก่อน

    What a great explanation and useful tutorial for automated invoice creation! Thank you Chester!

  • @edgardlacle832
    @edgardlacle832 2 ปีที่แล้ว +1

    Simply wonderful and clear teaching. This video is a game changer for me when it comes to using excel. Looking forward to viewing more of your videos

  • @JohannasHair
    @JohannasHair 4 หลายเดือนก่อน

    Excel, Word and Corel Draw are such excellent software!

  • @joedineley3853
    @joedineley3853 ปีที่แล้ว

    Hi Chester, You have made auto invoicing a very, "less stressful" experience. Thank you so much!😃

  • @betyil4035
    @betyil4035 ปีที่แล้ว

    chester i feel so smart thanks to you i could make it from scratch omg thank youuuu I love you you are an angel..

  • @Lord_Commanda
    @Lord_Commanda 17 วันที่ผ่านมา

    This video has been really helpful. Thank you so much

  • @hunterschramel3393
    @hunterschramel3393 5 หลายเดือนก่อน +1

    Thank you for these amazing videos! Quick question, what macro do I need to insert in order for me to input a price and have it automatically multiply it by a percentage (all in the same cell)?

  • @timarieb
    @timarieb 4 หลายเดือนก่อน

    This really transformed my understanding of Excel! You are a great teacher!

  • @koketsobaenahmakunyane6335
    @koketsobaenahmakunyane6335 2 หลายเดือนก่อน

    Thank you so very much!!! This was was such a GREAT video, detailed and easy to follow.

  • @mattkriese7170
    @mattkriese7170 ปีที่แล้ว

    I am so excited to have found this series. Legend.

  • @rafaelruis6291
    @rafaelruis6291 10 วันที่ผ่านมา

    That was great, great work Chester!

  • @rebinreji2192
    @rebinreji2192 ปีที่แล้ว

    Hi Chester, thank you for this series of videos. I was looking for this for a couple of weeks, and I found this tutorial of yours today. It was clear and informative. Keep doing more! God Bless!

  • @MiuArtStudioUK
    @MiuArtStudioUK 2 ปีที่แล้ว

    You have made this boring job fun and easy thank you for this fantastic tutorial :)

  • @shindran
    @shindran 2 ปีที่แล้ว

    i liked this video. It really helped me understand how I can make my tasks more efficient. Thank you for taking the time.

  • @WaveringSoul
    @WaveringSoul 6 หลายเดือนก่อน

    Extremely easy to understand video.. Thanks for sharing it with us..

  • @MrNaturalcure
    @MrNaturalcure 2 ปีที่แล้ว

    Learned a lot you are an awesome person and teacher

  • @hezekiahtom5265
    @hezekiahtom5265 2 หลายเดือนก่อน

    Man this is really beautiful and an eye opener

  • @malikdewangso2621
    @malikdewangso2621 8 หลายเดือนก่อน

    it is very simple to understand and follow the guidance. thank

  • @aqwalezareen2994
    @aqwalezareen2994 ปีที่แล้ว

    Extremely informative. The quite useful technique for designing Invoice Template

  • @CaswallJacobs
    @CaswallJacobs 4 หลายเดือนก่อน

    Hi Chester, you're a great teacher. I've followed your series on how to create an invoice and I've benefitted a great deal. Needless to say, however, I'm still asking for more:
    How about tackling the aspect of printing the invoice, especially creating and printing an invoice that may span multiple pages??. This one is quite scarce on the internet. Thanking you in advance.

  • @mrsbpottsdesigns
    @mrsbpottsdesigns ปีที่แล้ว

    This was very helpful! Thank you. I wondered on how to do this. Your video made it so much easier for me to do our business invoices. 😀

  • @hollyhnin
    @hollyhnin ปีที่แล้ว

    Thank you for your sharing. That's so easy to learn and great invoice.👍☺

  • @francesfletcher9180
    @francesfletcher9180 ปีที่แล้ว

    THANK YOU< Chester! Super helpful. I spent the entire day working on an invoice with customer list and item list dropdowns. This was unfamiliar territory and I could not have accomplished this without this most excellent tutorial. Thank you!

  • @lynneatkins5411
    @lynneatkins5411 3 หลายเดือนก่อน

    So easy to follow although paused and replayed a lot many thanks

  • @Ruriraia
    @Ruriraia ปีที่แล้ว

    Thank you! Just subscribed you because of this helpful video, hope you keep guide us in excel 😊

  • @Nickyscrafts
    @Nickyscrafts ปีที่แล้ว

    You've gained a new subscriber! I am new to Excel and am intrigued and overwhelmed with all the possibilities and project ideas. Your calm demeanor and clear instructions make this project easy to understand and follow. Thank you!

  • @MarkytheSparky
    @MarkytheSparky ปีที่แล้ว

    Great tutorial! I can’t wait to follow along the rest of the series as I look to replace FileMaker Pro for my invoicing

  • @jimcampbellphotography1515
    @jimcampbellphotography1515 2 ปีที่แล้ว

    Excellent video, many thanks. Fantastic and very easy to follow.

  • @lotelenishikulo2386
    @lotelenishikulo2386 ปีที่แล้ว

    You have done magic there, thank you so much. 😊

  • @EnigmaFarmer
    @EnigmaFarmer 7 หลายเดือนก่อน

    Chester, thank you very much for this series on creating an Invoice, it has been so so helpful, I have followed all the videos and am now using this for my small business, you are a star.
    Just one question, is there a way that when i select an item from my popdown box in description, the price can be populated at the same time.
    Thank you again

  • @iandsouza3289
    @iandsouza3289 ปีที่แล้ว +4

    This was superb! Apart from a very basic knowledge I am not at all adept at Excel. However, thanks to your extremely simple and clear instructions, creating my Invoice was a piece of cake. Thank you so much! Now I'm tempted to move on to try and get the macros... biting off more than I can chew maybe?... ah well, nothing ventured nothing gained! LOL!!

  • @shariqmqureshi
    @shariqmqureshi ปีที่แล้ว +2

    Mr. Chester, I learned a lot from your video but just one thing I'd like to add.
    I think you forgot to add the multiply formula in the VAT column. As it will only calculate only a single VAT item no matter what the quantity is.
    Please correct me if I am wrong.

    • @colinstobbart599
      @colinstobbart599 9 หลายเดือนก่อน

      Great video but yes you are right I was about to say the same

  • @dqforever5
    @dqforever5 2 ปีที่แล้ว +4

    Those who may be having trouble using the F3 key on Mac..you can simply type the name you saved... just place an equal sign first.

  • @melaniehargrave3939
    @melaniehargrave3939 7 หลายเดือนก่อน

    Absolutely fantastic tutorial !!!

  • @waleedalbuamer844
    @waleedalbuamer844 ปีที่แล้ว

    Great video man! You're the best. I cannot thank you enough! I mean with this, I'm going to ask the company to drop TALLY PRIME and drop the Company Server and work on this. It's good and effective, have you made a video to link this invoice to store inventory? If not, then you definitely should.

  • @darlingtondlipenga8145
    @darlingtondlipenga8145 2 ปีที่แล้ว

    This is good work. I just had a challenge with the camera

  • @wayneedmondson1065
    @wayneedmondson1065 2 ปีที่แล้ว

    Great demonstration! Thanks Chester!!

  • @shafqatpervezkhan
    @shafqatpervezkhan ปีที่แล้ว

    Very good job, great way to explain.

  • @kellysmith533
    @kellysmith533 8 หลายเดือนก่อน

    Such a fantastic walkthrough and explanation. Thank you for taking the time to do this.
    On a side note, this template that you have shared for Excel is there a way that I would be able to convert this into Google Sheets without loosing the macro/automated actions? Thank you in advance.

  • @AJ-nm9gb
    @AJ-nm9gb 10 หลายเดือนก่อน

    concise and beautiful.....! good job mate

  • @detectivethinker3637
    @detectivethinker3637 ปีที่แล้ว

    This is so useful! I would definitely need this skill in my next job. It took me a while to grasp, but I am satisfied with my overall result. I have been trying out things whilst you were explaining. You are a star!

  • @Juliusstarcraft
    @Juliusstarcraft 2 ปีที่แล้ว

    Top tier stuff mate! Srsly saved me massive headaches, cheers!

  • @adriennegolembo3982
    @adriennegolembo3982 9 หลายเดือนก่อน

    Great video, I am a beginner and this has been extreme useful thank you. Your manner and speed is spot on and you make it very easy to follow the tutorial. THANK YOU.(One observation, your vat calculation is incorrect. It should be 20% of I19 not G19. )
    I am looking to create a document which is specifically to track complaints to the council so need a unique number for this as well as a link to email exchanges. I will use what I have learned in this tutorial to do as much as I can however do you have a tutorial for this type of document please

  • @komailworld3601
    @komailworld3601 3 หลายเดือนก่อน

    thank you so much really helpful

  • @samriley-stock6005
    @samriley-stock6005 10 หลายเดือนก่อน

    This video has been a huge help! Very easy to follow as well. One weird thing though is when I go onto my Visual Basic application, it is all in German? I've gone into options, language and all my preferences are in English and I can't change it to English?
    Any help from comments or from yourself would be much appreciated!

  • @craigallan4322
    @craigallan4322 2 ปีที่แล้ว

    Very informative and useful. Thanks Chester

  • @karend241
    @karend241 6 หลายเดือนก่อน

    Hi, this is great and a life saver but how can I protect all the formulas cells (not otheres) but still allow the macros to run/function/report etc. thank you

  • @carlynwright8968
    @carlynwright8968 7 หลายเดือนก่อน

    This is wonderful! Do you have a tutorial for generating an invoice based on table of data where one vendor may have multiple line items and one may only have one line item, and how to merge them into one invoice based on something like a purchase order or reference number?

  • @mojotramp
    @mojotramp 2 ปีที่แล้ว

    That’s amazing very good and clear to follow thank you,

  • @SssvcreationsAu2015
    @SssvcreationsAu2015 ปีที่แล้ว

    I love how you explain things that make it easy to follow. I am wanting to create an invoice for my husbands business that is super easy to use which actually means I am unable to do a Drop down menu. My Husband is in the Automotive industry and some of his customers have more than 1 car so my way of thinking was if I could type the Rego number into the field and all relevant information shows up on the invoice. My question is how can I go about that?

  • @allseasonsvacationrentalll9377
    @allseasonsvacationrentalll9377 2 ปีที่แล้ว +1

    Hello thank you from that video I would really need to use that., I tried to download the file however I have a MacBook Air and it did not copy the formulas
    ;( is there a way you can do that template for excel for MacBooks. Thank you!!!

  • @tararead2818
    @tararead2818 หลายเดือนก่อน

    Great video thanks. My only problem now is when I haven't got a full address for certain clients and rather than a blank space it inserts a zero. How can I get it to just leave a blank cell when the address column doesn't contain data - or is that not possible?

  • @mak4142
    @mak4142 ปีที่แล้ว

    These vidios are awesome. When you create a new invoice it clears all the formulas how do you stop this happening? or have i missed a step?

  • @denisebuzzelli3755
    @denisebuzzelli3755 ปีที่แล้ว +2

    Hi Chester. Question - in the description area, is there a way to merge the invoicing information in from another tab in the workbook? I have a "recording sheet" where I list orders as they come in, so I may have the same customer listed 30 times between other customers. Is there a way to pull in the billing details for just that customer in the description table?

  • @xinyuanlee2334
    @xinyuanlee2334 8 หลายเดือนก่อน

    Hello there! Thank you for the super helpful video! Can I check if I am able to edit the individual invoices once it is kept in the record? Thank u!

  • @powerflex500
    @powerflex500 2 ปีที่แล้ว

    I followed this tutorial step by step until I reached the formula tab to change the name on column J but my version on excel doesn't have a "Name Manager". It only has "Define Name" and Create from Selection". So that is far as I have gotten. Any suggestions as to why there is no option for "Name Manager on my version of Excel. Thanks.

  • @mahanteshgidnavar0008
    @mahanteshgidnavar0008 2 ปีที่แล้ว

    Thank you Sir.. Well explained, and Great work

  • @ivanlynch6071
    @ivanlynch6071 5 หลายเดือนก่อน

    Hi, I really love your explanations, I am getting an error when trying to put the addresses into the B11. The names go in perfect, its the addresses that are an issue for me any help would be great, thanks.

  • @shemustnotbenamed
    @shemustnotbenamed 2 หลายเดือนก่อน

    Thank you so much for this❤

  • @preppy_767
    @preppy_767 4 หลายเดือนก่อน

    Chester, this is great and works the charm on a windows file system. Have you managed to get it to work on MAC OS. I am struggling to get the .xls and .pdf to save!

  • @shaheryarahmad9685
    @shaheryarahmad9685 2 หลายเดือนก่อน

    Hey this video helped me a lot in many ways and I am very grateful for this lesson but can you tell what if we just want to change the invoice number and all data of consignee and description etcetera shows up. Can you help in this regard. I will be very grateful

  • @reggaeton99
    @reggaeton99 8 หลายเดือนก่อน

    Thank you for the lesson. am having troubles with the =Vlookout formula. i do the same thing you do and it doesnt pull address down for my customers.

  • @billgyrotech
    @billgyrotech 2 ปีที่แล้ว +1

    Can you combine the invoice system with inventory? This way as the parts are listed on the invoice the quantities are taken out of inventory stock. Thank you

  • @JustinTime-y3w
    @JustinTime-y3w ปีที่แล้ว

    Thank you. I've learned a lot already. In the United States, our address use a city, state, and zipcode separated by comas all in one line. How can I or can you point me in the direction of how to recall these from the Address 3, 4 and 5 fields and write them to the invoice in the city, state, zipcode format?

  • @evelynvanzyl2703
    @evelynvanzyl2703 ปีที่แล้ว +1

    Hi, I like your invoice system that you have created. Is there a possibility that you can incorporate a credit, debit note and quotation to this system?

  • @annettekruger499
    @annettekruger499 ปีที่แล้ว

    Excellent tutorial, easy to understand. Thank you so much. Ps. Any possibility for adding Customer statements.

  • @Zanazher
    @Zanazher 3 หลายเดือนก่อน

    Thanks, its working perfectly, only i want to use 9% and 21% tax, do u have a video about that?

  • @robertfrankel5506
    @robertfrankel5506 ปีที่แล้ว

    I love you videos, and made an invoice following you. My only question is: Is there a way to hit the Tab button on my keyboard, and have the cursor jump to my next input cell? It's a pain to constantly have to take my hands off the keyboard to the mouse.

  • @nezmaf
    @nezmaf 2 หลายเดือนก่อน

    Looking forward even to meeting you if you ever came to Dubai

  • @praveenbatra1963
    @praveenbatra1963 5 หลายเดือนก่อน

    Sir ur video is very useful for me but I want to know that in your video only three address in scroll, so if there is thousands of entries than how we will find that address without searching option, so I want to know that how I can search a single entry from many entries in address scroll..? Please help me

  • @dearvlogn
    @dearvlogn 7 หลายเดือนก่อน

    Thank very much for these content 🙏🏽

  • @francescasantamicone9590
    @francescasantamicone9590 ปีที่แล้ว

    Great tutorial, so clear and easy to follow your instructions... however, I'm getting an error with the data drop down. Doing it exactly as you are showing, but I think there is a cell formatting issue on mine that needs to change? For example the 30,60,90 it gives me "30,60,90" as the only drop down option, its not breaking it up into 3 options and with my customer drop down its still not giving me the newly added customers even after creating the name dropdown which I did like yours. Any advice?

  • @lasseberg8457
    @lasseberg8457 2 ปีที่แล้ว

    Simply brilliant!

  • @musclemoversfitnessltd6252
    @musclemoversfitnessltd6252 2 ปีที่แล้ว +1

    I need some help, I am getting stuck by 16:21, reason being it continues to tell me there's an error in making a new formula, any suggestions? i tried adding a comma as suggested by the computer but it does not seem to work

  • @frederickmadrigal403
    @frederickmadrigal403 8 หลายเดือนก่อน

    Amazing! Any chance to have this tutorial using Google Sheets? It would be really great.