Excel - How to Auto Generate Next Invoice Number: Episode 1505

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  • เผยแพร่เมื่อ 14 พ.ย. 2024

ความคิดเห็น • 1K

  • @MrXL
    @MrXL  6 ปีที่แล้ว +9

    If you like this video, please consider subscribing & click the bell icon.
    If you need to save as PDF or if you have alphanumeric invoice numbers, read through the FAQ at www.mrexcel.com/news/next-invoice-number/

    • @raghavanrsri
      @raghavanrsri 6 ปีที่แล้ว

      It's a very helpful video

    • @lamascaratrip5798
      @lamascaratrip5798 6 ปีที่แล้ว

      i still getting bug errors even when i copy it from your link

    • @Ryan-fc9hf
      @Ryan-fc9hf 5 ปีที่แล้ว

      how to edit the prior invoice?

    • @ronaivanverga6027
      @ronaivanverga6027 3 ปีที่แล้ว

      How to apply the same invoice number macro command for cell range with text??

  • @jeffstafford4232
    @jeffstafford4232 9 ปีที่แล้ว

    Thanks Bill ,
    I have asked quite a few people "how". And the first day I had Cortana she asked me if there was "anything she could do for me". Without hesitation I replied " Please show me how to generate an invoice number in excel"!Cortana directed me to your videos and on my first attempt I am now creating invoices faster and actually properly saved (IN ORDER) and a bonus being cleared and ready to crank out another! I admit a tinge of embarrassment at having manually filled fields and customer info for so long ,I had my own format and just "saved as " usually a customers name . Now they are all in order and easy to find. Embarrassment is easily concealed under the pride knowing I've done this all myself !
    I have been attempting to present a professional image one keystroke at a time and with your help And tips on properly utilizing excel I am now closer than I've ever been !
    Thanks sincerely, ...Jeff

  • @JWallaceDesignsLLC
    @JWallaceDesignsLLC 8 ปีที่แล้ว +5

    YES IVE FINALLY CONQUERED THE EXCEL AUTO INVOICE NUMBER!!!!

  • @duanegarnett3979
    @duanegarnett3979 7 ปีที่แล้ว

    By faaaaar the easiest I've seen so far! Been battling with this for ages! I just assigned macro to my company logo instead of a shape. Well done and thanks MrExcel

    • @duanegarnett3979
      @duanegarnett3979 7 ปีที่แล้ว

      is it a common thing for the SaveCopy part to save a copy and throw out the formatting? Font and colours gone all weird in the copy. Saving from .xlsm to .xlsx. Excel 2016

  • @faalsa.oficial
    @faalsa.oficial 9 ปีที่แล้ว +9

    how to save as pdf or print the sheet and then clear it instead of savong it as excel and clearing..,. Pkease Please Please Tell me...

    • @eltabros
      @eltabros 4 ปีที่แล้ว

      .PDF

  • @janeo14
    @janeo14 4 ปีที่แล้ว +1

    im so happy i want to cry. why did i just see this now?! after 5 years of asking IT friends to do this for me T.T none of them was able to figure this out!

  • @Heidoom
    @Heidoom 9 ปีที่แล้ว +10

    Hi,
    This video is great ao thank you but i am having trouble as I am using an alphanumberic number "SS15001" and would like it to go to "SS15002".
    How do I do this please?

    • @BahadurAli
      @BahadurAli 5 ปีที่แล้ว

      Range("F4").Value = "INV" & Range("I1").Value +1

    • @dysontang3935
      @dysontang3935 4 ปีที่แล้ว

      Hi Heidi, did you find an answer to your question? If you do, mind share it with me?

    • @Tej_Tech
      @Tej_Tech 3 ปีที่แล้ว

      I have same concern

    • @strawberry1524
      @strawberry1524 2 ปีที่แล้ว +1

      @@Tej_Tech put your number only on the box,
      Ex: SS1001
      Put the number on the box, 1001
      Range("cell"), Value = "SS" & Range ("cell"). Value + 1

  • @samualwilliamson1187
    @samualwilliamson1187 4 ปีที่แล้ว

    I really like you're style of teaching. You're enthusiastic and you highlight key process by restating them. It works for me!

  • @kathleen6836
    @kathleen6836 2 ปีที่แล้ว

    This was incredibly helpful to me three years ago, and it is still as helpful to me now when I needed it again. Thank you so much for the clear instructions on how to do excel magic!

  • @mulisaurus
    @mulisaurus ปีที่แล้ว +1

    In this new world of AI this video has been extremely helpful. Thank you.

  • @AbdallahNofan
    @AbdallahNofan 11 ปีที่แล้ว

    Wow, I actually got it to work again. At first I didn't know what I was doing but then I modified the extension from .xlsx to .xlsm and added the FileFormat:=xlOpenXMLWorkbookM­acroEnabled like you told me to and it's all back again. Bill, your tutorials are amazing, and I've learned so much excel because of them.
    Thank you so much!!!

  • @bcgnr
    @bcgnr 10 ปีที่แล้ว

    Dear Bill Jelen.. thanks a lot for your help, it was my long time search to solve this issue. its working fine.thanks a lot. expecting more from you. God bless you dear ....Thanks

  • @dkumarjogia
    @dkumarjogia 9 ปีที่แล้ว

    Thanks Bill. Its working. Have a great day. Thanks for your support.

  • @CJJamieson-gq2tj
    @CJJamieson-gq2tj ปีที่แล้ว +1

    I made the company logo the button for next invoice in place of your lightening bolt.

    • @MrXL
      @MrXL  ปีที่แล้ว

      Great idea.

  • @daisysmalios1876
    @daisysmalios1876 9 ปีที่แล้ว

    Thank you so very much Bill for doing this video I'm so glad I found this! you have totally made my day. I did get a little stuck but scrolling through the comments I found someone else with the same problem and was able to fix it. Thank you Thank you Thank you!!

  • @dooyouevenliftbro8078
    @dooyouevenliftbro8078 4 ปีที่แล้ว

    Thanks for the extra details. I got more out of it than I expected. GJ👏

  • @MegaSAMORAI
    @MegaSAMORAI 11 ปีที่แล้ว

    Dear Bill
    I really enjoyed your video and all comments below... I already applyed those functions they are working 100 percent thanks a lot.
    I have just few questions if u can help me with it
    1- if I can add printing entries (printing & saving at the same time) Selecting available printers.
    2 -If I can save it online in a shared website and better with SN, exact date & timing.
    3- If I can protected with genereted passwords
    and many thanks in advance

  • @bestpricefurniture8039
    @bestpricefurniture8039 6 ปีที่แล้ว

    Hi Bill, we enjoy and learn so much from your videos. It would be awesome to save it in PDF instead excel file because we don't want anyone alter the invoice later on. It would be super nice of you if you can share us the code how to save to PDF instead of Excel. THANK YOU, Bill!

    • @bestpricefurniture8039
      @bestpricefurniture8039 6 ปีที่แล้ว

      Thanks Bill! We found your code in the link of the video description, but it was written for Windows only and you mentioned "There is different code for a Mac ..." Do you know where it is?

  • @rogermullins1935
    @rogermullins1935 7 ปีที่แล้ว

    Thanks, the fix you sent is now working properly. One more question. When it saves the file like it's suppose to but later I want to come back to the invoice to create a new one, the original document still has the same invoice number. Before I close the invoice I have to click save (as in the existing document, not one of the macro shapes) every time so that the blank template is ready to be created with the new invoice number, without having to manually type in the next invoice number or clicking on the lightning bolt (next invoice, clear contents). Is it possible to make on macro that does it all in one click with only one shape or button?

  • @freewillyuno
    @freewillyuno 7 ปีที่แล้ว

    Hi Bill, thank you for your Tip, just also like to know what code to use if you want to save with different name for customer ie for invoice ....thank you in advance!!

  • @PeteWeachter
    @PeteWeachter 11 ปีที่แล้ว

    Understood, thank you. I suppose if I wanted to find a specific "customer", I could always just do a search. Thank you... Have a fabulous day!
    Pete

  • @SilvaOnTube
    @SilvaOnTube 2 ปีที่แล้ว

    My new saved invoices have the macro buttons on them. Should they be there? Would they print? BTW, I'm so happy to have found you again. I used to go to your Mr. Excel videos all the time about ten years ago. You were always the BEST.

  • @stevenp9740
    @stevenp9740 11 ปีที่แล้ว

    Hi Bill, i got the same code and replaced this bit of code :="C:\aaa\TestMacro.pd­f" with :="C:\aaa\Inv" & Range("F3").Value & ".pdf"
    worked perfect thanks

  • @mohameddesouki263
    @mohameddesouki263 11 ปีที่แล้ว

    thank you v much Mr bill it was useful and i was search for this about two month ago, really from my deep heart thank you

  • @Paul94064
    @Paul94064 8 ปีที่แล้ว

    Hi Bill, this is exactly what i need. It works well but is there a way to save the Invoice as a pdf-format? Thanks again :)

  • @fwo903
    @fwo903 9 ปีที่แล้ว

    Thanks for the video! Is there a way to save as PDF when you "save and clear"?

  • @SWPilot1977
    @SWPilot1977 9 ปีที่แล้ว

    Hey there, I don't usually comment, but I'm stuck. You've taught me lots! Unfortunately I'm at a lost with something:
    When I activate my macro I want my invoice number to change on 4 sheets at the same time. so if I hit the macro button, invoice 1000 changes to 1001 etc but on all 4 sheets at the same time. (3 are different taxes and one is tax free, but the 4 invoices will need to match their value + 1)
    Thank you keep up the good work

    • @SWPilot1977
      @SWPilot1977 9 ปีที่แล้ว

      +Bill Jelen Thank you for the quick response. I am getting this error now:
      Run-Time error '9':
      Subscript out of range
      Here is the full Macro code. The SaveWithNewName worked just fine before I added your code above:
      Sub NextInvoice()
      NewInvoiceNumber = Worksheets("TPS-TVQ").Range("K3").Value + 1
      Worksheets("TPS-TVQ").Range("K3").Value = NewInvoiceNumber
      Worksheets("TAXES_FED_ONTARIO").Range("K3").Value = NewInvoiceNumber
      Worksheets("TVH").Range("K3").Value = NewInvoiceNumber
      Worksheets("PAS DE TAXES").Range("K3").Value = NewInvoiceNumber
      Range("Client").Value = ""
      Range("I14:I15").Value = ""
      Range("A21:J38").ClearContents
      End Sub
      Sub SaveWithNewName()
      Dim NewFN As Variant
      ActiveSheet.Copy
      NewFN = "C:\Users\Remy\Desktop\Temp\Invoices" & Range("K3").Value & ".xlsx"
      ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook
      NextInvoice
      End Sub
      THANK YOU THANK YOU THANK YOU

  • @dodger150765
    @dodger150765 7 ปีที่แล้ว

    Some awesome tips thank you !!!!! Can you produce a separate workbook with a summary of all invoices - line by line ?

  • @Anar.Hasanov
    @Anar.Hasanov 13 ปีที่แล้ว

    @bjele123 Thank you for answer, Bill. I save the file before closing source files.
    The file contains several types of formulas (vlookup, sumproduct, dget etc.) I just realized that only cells which contain vlookup formulas don't return error. So I should try to change formulas to vlookup. OR is there any tip that I can adjust those other formulas in such a way that they don't return error?

  • @nubiamejia4835
    @nubiamejia4835 8 ปีที่แล้ว

    Hi Bill! This video has been GREAT help in implementing an easy estimating system with auto numbering. I do have one question. On my Save As worksheet, can I delete the "Reset" and "Save & Clear" buttons from it? Thanks!!

  • @traceyo1481
    @traceyo1481 11 ปีที่แล้ว

    Hi Bill great video it helped me heaps only 1 problem is when i was following your code there is a bit i could not see properly that has caused an error so it wont work for saving the Invoice. FileFormat: xlOpenXMLWorkbook there seems to be a symbol or something missing between the colan and the xl and i cant quite see it in the video can you please let me know what it is. thanks Tracey

  • @TurkiyeCumhurbaskani
    @TurkiyeCumhurbaskani 12 ปีที่แล้ว +1

    Thank you, I did not know this and now I can have invoices and next invoice for my customers!!

  • @traceyschuette5324
    @traceyschuette5324 11 ปีที่แล้ว

    Thanks I never even noticed the extra space, feel so silly, but you are really Great

  • @victorraguirre455
    @victorraguirre455 11 ปีที่แล้ว

    Hey Bill. Thanks to your video my invoice is nearly complete. The only bug that I needed insight on, was: the moment i hit the "Save and Close" button, the color of the FILLED cells turn to a Cyan color. The master macro workbook does not change, but the new saved document is changed. --I am indeed using the exact invoice template used in the video, as well as the exact code. Any thoughts?

  • @tomasbrenes
    @tomasbrenes 11 ปีที่แล้ว

    Hey Bill,
    Very knowledgable! I walked through the tutorial and it did not work, is that because I am working on Excel:mac 2011? Or should it be the same and I just have a syntax error that I have not found?

  • @MSYANG82
    @MSYANG82 11 ปีที่แล้ว

    I Finally fix it..thanks..I love it how you show step by step. This is my first one that I am creating. Keep up the good work!

  • @jackbateman309
    @jackbateman309 10 ปีที่แล้ว

    Thank-you very much for this. Very informative and shall save a lot of time.
    Quick question- when I save my invoice, the action buttons (in your case lightning bolt) shall be there and will show up on the file that I send to my accountant/ client. Will the macro still be active on their file? Is there anything I can do to stop them from pressing the button and accidentally running one of the macros?
    Ideally the buttons wouldn't show up at all on their copy..

  • @elcchoo
    @elcchoo 11 ปีที่แล้ว

    Hi Bill - the folder link is correct. Even if I changed the folder to another location, the same error occurs.
    "VB projects and XLM Sheets cannot be saved in macro-free workbook". I tot it's due to macro, even enabled the excel options to customize save files in Excel Macro-Enabled Workbook. But the same error persisted.
    Not sure what is the problem..

  • @Anar.Hasanov
    @Anar.Hasanov 13 ปีที่แล้ว

    Dear Bill,
    I have a wokrbook which contains formulas from other workbooks (source files)
    When I close those source files and run macro to save a copy to a specified folder all values where formulas existed show error in the saved file.
    WHat adjustment should I made to the code?
    The code is almost the save as yours.

  • @Move4LessUK
    @Move4LessUK 11 ปีที่แล้ว

    Will that keep the functionality of the macros? I'm making a touch screen quoting tool so there will be more than 100 macros when finished...

  • @whitneynihiser484
    @whitneynihiser484 5 ปีที่แล้ว +1

    This is super helpful and gets me close to where I need to be, however, I am working with Claim numbers instead of Invoice numbers. Functionally, I think the macros should mostly be the same, but I need something alittle different for the save function.Is there a macro option that instead of saving to a designated single file (which I don't have), it will open a file path window to direct it? I.E. "Save to..." buttonAlso is there a secondary macro option that would allow me to "merge" with an existing excel workbook (again with a file path window) and save? I.E. "Merge with..." buttonI would like the macros to only be enabled in the master file.Some background in what I am trying to accomplish: I schedule service appointments for a large shop and create the workorder (with a claim number per sheet) for the shop. I only have room for 3-4 items per workorder (in order to leave space for the shop to be able to document their work). I often end up with 10+ workorder pages per service visit (each page requires a unique claim number). Customers schedule several months in advance and frequently add on after initial workorder is created. Also, occasionally someone else in my office needs to create a workorder, so the master file will be accessible through a share folder and needs to recognize saves (claim number wise)from different accounts (if that's relevant). I need the overall functionality to be as user friendly as possible.

  • @kattheengineer
    @kattheengineer 12 ปีที่แล้ว

    Hi Bill, excellent tutorial. My coworkers & I use Dropbox to store our quotes and I set up these macros to save with the next number, but since the dropbox address would be different for each user, the macro runs fine on my machine, but not on the others. do you know of any way to overcome this problem? ("C:\Users\(USERNAME)\Dropbox\Quotes\2012 Quotes) the USERNAME is different on each computer so the macro won't run on the others.

  • @heberperez79
    @heberperez79 9 ปีที่แล้ว

    ***** Thanks so much for this podcast, so far has resolved all my issues. Now, I want to save only the first page of the Sheet ? How do I go about that?Thanks in advance for your help !!
    Regards,

  • @tonytouch699
    @tonytouch699 11 ปีที่แล้ว

    Thanks bill. Great Help. Your tutorials are really easy to follow. Much appreciated

  • @kltan366
    @kltan366 5 ปีที่แล้ว

    tqvm. it works , anyhow can you please show how to send the whole workbook( several sheets ) to a new workbook, instead of only invoice( single sheet ) ?

  • @nileshdesai8958
    @nileshdesai8958 11 ปีที่แล้ว

    Hi Bill Jelen when i pressed save i had an error "Cannot run the macro "Inv no. & Save file.xlsm'!saveInWithNewName'. The macro may not be available in this workbookor all macros may be disabled.

  • @jaibhosale195
    @jaibhosale195 7 ปีที่แล้ว

    I have Done it Sir. I installed PDF Add-ins to EXCEL 2007

  • @Int3gra
    @Int3gra 12 ปีที่แล้ว

    If i have a drop down list in the description, i can't save and exit? Please advise me . Mr Excel!

  • @1966Ally
    @1966Ally 12 ปีที่แล้ว

    I love the tutorials, cool…. The question I have belongs not directly to this section, but what If I want to select the customer, and not type it over and over again in the invoice.. Do you have a tutorial for this also.. Thanks

  • @cocorat45
    @cocorat45 11 ปีที่แล้ว

    hey Bill, how do i generate the new invoice it to the next sheet in the workbook instead of opening a new file?

  • @MrJaspergc
    @MrJaspergc 11 ปีที่แล้ว

    Hi Bill, I was just watching podcast #1505. Can you tell me if it is possible to save the invoice to a specific location say a project job number. All my projects have a job number which are saved in there own folder in my documents. I would like to set up save button that would save the invoice directly to the specific job folder. and is it possible to set a button that would allow it to be saved as pdf file and print at the same time.

  • @linhnguyen-gp3xr
    @linhnguyen-gp3xr 11 ปีที่แล้ว

    Hello Bill. for the second part do I coppy your code as it is but only the C:\aaa\inv.....
    I am lost here, so C is save in C drive and what is aaa, what should i enter???? I am confused here. Please help. And I am buying your book.

  • @charudattakanade1882
    @charudattakanade1882 7 ปีที่แล้ว

    Hi Bill that was very useful for me, but i need to save the same in my existing data sheet were i regularly use to maintain the invoice details. Please suggest.

  • @gearedfor4611
    @gearedfor4611 6 ปีที่แล้ว

    Thank you great video. What would the Macro be if you wanted to save to the next sheet instead of a new workbook. Just so that is is easier to print - ie all worksheets option

    • @MrXL
      @MrXL  6 ปีที่แล้ว

      I like your idea and it is easy, but there will be a massive bug in a month.
      Sub SaveInvToNewSheet()
      OrigSheet = ActiveSheet.Name
      ActiveSheet.Copy After:=Worksheets(Worksheets.Count)
      ActiveSheet.Name = Range("E5").Value
      Worksheets(OrigSheet).Select
      NextInvoice
      End Sub
      Every time you add a worksheet to a workbook, you add 17 billion cells. The number of sheets that you can put in one workbook is limited by available memory. You can hit the limit quickly... I've seen workbooks stop after 80 to 175 worksheets. This will all work great until you get to more invoices than you can fit in a workbook. Perhaps if you start fresh every month, week or day it will work.

  • @linhnguyen-gp3xr
    @linhnguyen-gp3xr 11 ปีที่แล้ว +1

    Hi Bill So I created a folder aaa in C drive and save my Invoice, So I can be on the same page with your Video.
    for the Second part I enter in NewFN="C:\aaa\Inv" &.... After I assigned Macro I got message Error 424. Then I select Debug Its highlighted the line below:
    ActiveWorkbooks.SaveAs NewFN,FileFormat:=XlOpenxmlWorkbook. I don't understand where i went wrong. Please help.

  • @badalrajasnani6511
    @badalrajasnani6511 11 ปีที่แล้ว

    Sir Bill Jelen,
    First I thank you for . you valuable "Next Invoice Number": Podcast #1505, I have been tried and I am getting the error in '1004 cannot change of a maged cel & and i would like to have same question as if net to save in ".pdf " what the file format : = ? required to typed out in vba code.
    Badalraj

  • @hugoderosnay371
    @hugoderosnay371 10 ปีที่แล้ว

    Mr Excel - THANK YOU for this video - linked with your video on Podcast 1808 it is a grt video.I am new to the macros world - you make this look so easy. I am busy reading your books - very easy to follow - thank you for this aswell!
    Would you be able to do a complete video that does the following - seq no of inv, save inv as a xslx and pdf version, create a data base (I saw a video from Excelsfun on this) that stores dates, names, amounts, etc - can then use your pivot table lessons with that!

    • @hugoderosnay371
      @hugoderosnay371 10 ปีที่แล้ว

      Hi Mr Excel - THANK YOU for your reply. I fully understand - I am learning away - after 12 years of learning accounting and tax - I am often asked to compress things for people wanting to be a CPA but don't put in the time - I have always taught people but as the saying goes - you lead to water, the person must learn to drink themselves.
      I have purchased all your 2013 books - I am busy with them - as I am an accountant, it takes time to understand the IT side of things but your books make is an easy process to follow - like all things you must practice.
      Do you have a Macro for printing - I keep getting the printing wrong - things keep resizing - still learning (with training wheels) but I am getting there. I will go through all the videos you referred to above and learn it in piecemeal!!

    • @hugoderosnay371
      @hugoderosnay371 10 ปีที่แล้ว

      ***** Hi Mr Excel - thank you again for all the help! My printing issues are as you described it - the invoices or any spreadsheet never seem to retain the same amount of rows - there is always something to add, etc - then when I print - I land up printing two pages when I thought it would be one - I don't check these things as I had set it up previously and assumed it would just auto fit, etc - alas!!
      Is there a diff solution to each of the probs you noted?
      If you let me know where in your books I can find the solutions or you tube videos, I am happy to look at try, if I get stuck, I can let you know? I don't want to waste your time with these minor issues!!

  • @gopinaths7322
    @gopinaths7322 10 ปีที่แล้ว

    Hi Bill
    one more question, instant of saving all the invoice in same folder, i need to save the invoice in different folder while creating new invoice

  • @linhnguyen-gp3xr
    @linhnguyen-gp3xr 11 ปีที่แล้ว

    Thank you, I followed your instruction carefully and it works finally.
    My question is your book Mr. Excell 2005- 2010 and the yellow cover book just for 2010 excell. I don't know which book i should by buying to fit my usage. Does the 2010 book includes marco and verything else????
    Thanks

  • @AbdallahNofan
    @AbdallahNofan 11 ปีที่แล้ว

    Hey Bill,
    I ran the code excatly as you have it, making sure I did not have any syntax errors but somehow when I attempt to save the document, I get this
    "The following features cannot be saved in macro-free workbooks:
    • VB project
    To save a file with these features, click No, and then choose a macro-enabled file type in the File Type list.
    To continue saving as a macro-free workbook, click Yes."
    When I click No, I am presented with error 400
    Please help and thanks for the awesome videos!!!

  • @oneunknownsinger
    @oneunknownsinger 11 ปีที่แล้ว

    Awesome, thanks - I was able to get it to work! You are the man to go to for Excel learning. Learned a lot.

  • @oneunknownsinger
    @oneunknownsinger 11 ปีที่แล้ว

    I would like to save it in PDF format so I ended the file name in ".pdf" instead of ".xlsx". What is the PDF name for the FileFormat:= part? Any help would be great! Thanks.

  • @AK47PERFORMANCE
    @AK47PERFORMANCE 11 ปีที่แล้ว

    Awesome video, Bill. Having an issue. "Run time error "1004" Cannot change part of a merged cell." How can I work around this? Thanks !

  • @1966Ally
    @1966Ally 12 ปีที่แล้ว

    Hi, great tutorial, thanks for that. I have a problem, I am using excel 2003 and I can not save as .xlsm. Is there a way to do this in 2003? Many thanks for your comments.

  • @RobertPorter-plainhavoc
    @RobertPorter-plainhavoc 9 ปีที่แล้ว

    I have followed this to the letter, however I have multiple worksheets. How best to specify the invoice sheet? By using the shape as a 'button' to activate the macro, that would mean the user is already on that sheet; making it active. Would that be the best route?

  • @adeerevs9029
    @adeerevs9029 12 ปีที่แล้ว

    Greetings Mr.Jelen,
    Thank you for your most useful and pertinent tips. How do you reset the automated invoice number counter once you're through testing it?

  • @clintmichels763
    @clintmichels763 11 ปีที่แล้ว

    I have been trying to follow your video but i need getting a error. I am trying to do exactly what you did in the video and it keeps saying " Compile error: Sub or Function not defined" I am not exactly sure what that means. Hopefully you are the man with the master plan.

  • @Koetjeboe
    @Koetjeboe 11 ปีที่แล้ว

    Hey Bill, Can you tell or show us how to save this to a relative path?

  • @kendreyer2140
    @kendreyer2140 6 ปีที่แล้ว

    Bill,
    This worked great! Im using it for quoting instead. I use another workbook to calculate costing. Both "worksheets" are in the same work book. ( i hope i got the verbage right, im new to excel) What i want to do is when the quote gets copied into the created folder under the quote number, i want it to copy the other worksheet as well so i have the information i used to create the quote. I hope that makes sense. Right now it only copies the "quote" worksheet.

    • @kendreyer2140
      @kendreyer2140 6 ปีที่แล้ว

      Never Mind Bill. i think i figured it out. (Sheets.Copy)
      seems to work

  • @clarisasoto
    @clarisasoto 9 ปีที่แล้ว

    Hi Bill, thanks for your lesson, you're very good in teaching, I know nothing of excel but with you I could do something..
    I have a question, why it doesn't clear the name part when I click save and clear??? What should i do???
    Thanks again. :)

  • @muralidhar5436
    @muralidhar5436 11 ปีที่แล้ว

    Hi Bill,
    Great video!!!
    I have saved some 10 invoices in a folder..Is it possible to save all the invoice numbers and their amount in a separate file? If yes,How can i do it?
    Thank You.

  • @alexiouscalalo
    @alexiouscalalo 12 ปีที่แล้ว

    Hi bill, thanks for this, but what if i put some formulas on the cells that i want to clear the contents in the next invoice, pretty sure the the formula will be clear too, and i need to put the formula again, how can i retain the formula on those cells without putting it again after the clear contents command in macro? can you please figure it out for me?
    thanks bill

  • @garyblankenhorn3289
    @garyblankenhorn3289 6 ปีที่แล้ว

    Thank you Bill. This video works very well. But I've been asked to add the ability within the macro to attach the new file that is saved with a new name to an email. I've been searching your TH-cam channel for this subject with no luck.How do I accomplish this next step?

    • @MrXL
      @MrXL  6 ปีที่แล้ว

      The keeper of all VBA code for sending a workbook via e-mail is Ron DeBruin. He has a dozen examples depending on your e-mail system: www.rondebruin.nl/win/s1/outlook/mail.htm

    • @garyblankenhorn3289
      @garyblankenhorn3289 6 ปีที่แล้ว

      Thank you so much. I was able to modify one of the examples and my boss loves me again!

  • @igalitzhakov
    @igalitzhakov 10 ปีที่แล้ว

    Dear Bill
    Great program - but I have one question. Can I change the path code to save the new invoices to current path - not predetermined? I want to have the parent directory transferable between computers and uploadble to dropbox

    • @igalitzhakov
      @igalitzhakov 10 ปีที่แล้ว

      ***** I managed to solve it using these lines.
      could you please let me know if this is correct and won't fail in one month
      Sub saveinvoice()
      Dim NewFN As Variant
      Dim mypath As String
      mypath = ThisWorkbook.Path
      ' copy invoice to a new workbook
      ActiveSheet.Copy
      NewFN = mypath & "\archive\invoice" & Range("H6").Value
      ActiveWorkbook.SaveAs Filename:=NewFN, FileFormat:=xlOpenXMLWorkbook
      ActiveWorkbook.Close
      nextinvoice
      End Sub

  • @Timbo42
    @Timbo42 11 ปีที่แล้ว

    Hi Bill
    Thanks for this video
    line: ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook is yellow what to do?

  • @aimfen
    @aimfen 11 ปีที่แล้ว

    Hi, thanks for the video helped a lot. Is there anyway you could save it as a worksheet in the same workbook? Instead of starting a new work book for each new invoice. Please and thank you :)

  • @kevinjohnson9086
    @kevinjohnson9086 7 ปีที่แล้ว

    thanks very much for this info its really helped out im hoping to put this on my smart phone excel so i can do these invioces on the go. is there any way to set a marco to automatically send an email? thanks

  • @ikacatholic3098
    @ikacatholic3098 2 ปีที่แล้ว

    Very Nice to view this video on this channel.
    But how can those of us who use Office for Mac Adapt this video?

  • @brittanyfitten4131
    @brittanyfitten4131 11 ปีที่แล้ว

    Bill - thank you for all your help. I almost have it working perfectly except I cannot seem to get the invoice to save to the right destination. I want to save it to "C:\Users\Bogard\My Documents\thebomb" however, it will not save it to the folder "thebomb." Instead it saves it to "C:\Users\Bogard\My Documents" Is there a way to get it to save to a particular folder?

  • @AbdallahNofan
    @AbdallahNofan 11 ปีที่แล้ว

    Sorry for replying so late. Well, now it goes straight to Error 400.
    I don't understand this, it was working fine for the first 200 invoices! And I've followed the steps you presented on your video from day 1.
    Did you make 2 different video tuts for this because quite frankly, I don't remember seeing the xlOpenXMLWorkBook on the original video I watched?

  • @joyljel83
    @joyljel83 10 ปีที่แล้ว

    Hi Bill, how can we summarise all the invoices we made? I mean all the details listed in all the invoices we made? Can we make it or insert it with this program?

    • @joyljel83
      @joyljel83 10 ปีที่แล้ว

      I mean all the details like the items listed in the invoice how to summarise them all? can this be done? I've seen your episode 1808 but it didn't explain how to collect all the items listed. Is this possible to do it in macro?

  • @peteadams4387
    @peteadams4387 11 ปีที่แล้ว

    Bill thank you very much for your informative tutorial. It helped me immensely. I have 2 questions for you maybe you could help me with first is there a way to save to a PDF on the reset? and secondly Even though I created a new folder in my documents for the files to be saved to it only sends it to my documents? example "C:\Users\Pete\Documents\ArexTests" it saves it to documents and names it Arex Tests + invoice number? Other then that I did some things I never thought I would be able to

  • @isabellazhao5964
    @isabellazhao5964 10 ปีที่แล้ว

    Hello Bill, When I was trying the fist part, and clicked the lighting bolt button, and error occurred. it says type mismatch. I don't know why. May I ask where I can learn these programming languages?

  • @bryanlim4954
    @bryanlim4954 4 ปีที่แล้ว

    Mr excel, i would like to ask.. how do you save entire workbook together with the 4 sheets inside the file

  • @TheFartmastr
    @TheFartmastr 12 ปีที่แล้ว

    hey Bill, thanks man for this 10 simple lines of code, i saved so much time with this, Appreciated!
    Thank you.

  • @robertberesh4376
    @robertberesh4376 11 ปีที่แล้ว

    Great Video Bill! Is there anyway to advance to the next row or cell for the next number in sequence?

  • @justinkeoughan
    @justinkeoughan 3 ปีที่แล้ว

    Hey MrExcell, this video is fantastic, thank-you for putting this on here. I have a question.
    When I save a copy (invoice 1), the sheet resets as it's supposed to (Resetting to invoice 2). When I go to the saved file and open it. The sheet opens up to invoice 2, not the populated invoice 1. Any idea what I'm missing?
    I'm VERY green at this. Thanks for this content!!

    • @MrXL
      @MrXL  3 ปีที่แล้ว

      This is an interesting problem and I think you are the first one to come up with this. I have a theory on how it is happening.
      Let's look at the quantity and unit price information on your invoice. Select the cell and see if this is a formula that is pointing from the Invoice sheet to another sheet in your workbook? If you have formulas on the Invoice sheet that are pointing to other sheets in the workbook, then the action of doing ActiveSheet.Copy is creating external links in the Invoice2 file that point back to your Invoice 1 file.
      If you don't have formulas on the Invoice sheet pointing to other worksheets then I am wrong. Don't try the following. Instead, copy all of your code and paste it in a reply.
      If my theory is correct, then the solution would be to make a copy of all sheets and save it as Invoice 1. That way, there won't be a link between the workbooks.
      Right now, the top macro in the code looks like this:
      Sub SaveInvoiceWithNewName()
      Dim NewFN As Variant
      ' Copy Invoice to a New Workbook
      ActiveSheet.Copy
      NewFN = "C:\aaa\Inv" & Range("E5").Value & ".xlsx"
      ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook
      ActiveWorkbook.Close
      NextInvoice
      End Sub
      The replacement macro is shorter. Make sure that you remove the lines for ActiveSheet.Copy and ActiveWorkbook.Close!
      Sub SaveInvoiceWithNewName()
      Dim NewFN As Variant
      ' Save a Copy of this workbook before clearing
      NewFN = "C:\aaa\Inv" & Range("E5").Value & ".xlsx"
      ActiveWorkbook.SaveCopyAs Filename:=NewFN
      ' Clear this workbook for new invoice
      NextInvoice
      End Sub

    • @justinkeoughan
      @justinkeoughan 3 ปีที่แล้ว

      @@MrXL Here is the code
      Sub Nextinvoice()
      Range("D3").Value = Range("D3").Value + 1
      Range("D11:D20").ClearContents
      End Sub
      Sub SaveInvWithNewName()
      Dim NewFN As Variant
      ' Copy Invoice to a new workbook
      ActiveSheet.Copy
      NewFN = "C:aaa\Inv" & Range("D3").Value & ".xlsx"
      ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook
      ActiveWorkbook.Close
      Nextinvoice
      End Sub
      When I started playing with the macros, I made a copy of my original invoice sheet to a new workbook to hopefully isolate any changes with the macros. I looked at the formulas, but am unsure how to see if the formulas are pointing to other sheets.

    • @justinkeoughan
      @justinkeoughan 3 ปีที่แล้ว

      I figured it out! I deleted the activesheet.copy, fixed the file save location and it is working well on 5 sperate invoices.

  • @MrDoobious
    @MrDoobious 9 ปีที่แล้ว

    Hey Bill, nice tutorial, you make it look too easy!
    I work in construction, and we get a lot of projects with their own unique name. Is it possible to have the sequential numbering start-over for each different project? For instance GardenCentre 001, GardenCentre 002 .... then Warehouse 001, Warehouse 002 etc...? I like the auto naming convention, I haven't used it yet, but sometimes I make typos in filenames which makes them impossible to find later on - this looks like a great way to avoid that

  • @araceli0519
    @araceli0519 11 ปีที่แล้ว

    You dedicating your time to create these tutorials is very helpful, thank you. Is there anyway you can get the next invoice number to generate on the next spreadsheet within the same workbook ( and the one after that, etc.) ?

  • @pwl6509
    @pwl6509 11 ปีที่แล้ว

    Bill thanks so much for what you do...you are a star.
    I have run the code and it works perfect, however, I want to save the whole workbook not just the sheet with the invoice.
    How do I go about this? Please help.
    Thanks
    PWL

  • @PeteWeachter
    @PeteWeachter 11 ปีที่แล้ว

    Excellent Bill. Is there a way to save as customer name rather than invoice number? Thanks

  • @jamesperry3837
    @jamesperry3837 11 ปีที่แล้ว

    Blessings, Bill. That was simply marvellous.

  • @racheldropp9760
    @racheldropp9760 6 ปีที่แล้ว

    Hi Bill, great video. I would like to format my sequential invoice numbers with the year first then hyphen the sequential number. So for example my first invoice for 2019 would be Invoice #: 2019-1. How would I code this? Thanks for your time!

  • @JOSEMARTINEZ-gv7ms
    @JOSEMARTINEZ-gv7ms 9 ปีที่แล้ว

    Hello Mr. Excel, I have been following your Podcast for quite a while and have learned to used excel, so thanks... I'm a contractor and am looking for a why to save not only in excel but also in pdf without printing. Furthermore, looking to save both pdf and excel in its own sub file under invoice so I don't always have to create a folder to save each invoice. Some times I have to put pictures, signed doc... correlating to the invoice. Don't know if I making sence?

  • @ss_themes
    @ss_themes 7 ปีที่แล้ว

    hey
    hii Bill
    I am new to excel modules & coding
    I used to create invoice as same as u mentioned in the video..
    & My files are saved preety..
    But My lil question is that in case of new saved worksheet...
    when I close it without any changes its shows and dialogue box of yes/no/cancle
    any solution for this issu..

  • @zafardhansay300
    @zafardhansay300 5 ปีที่แล้ว

    Thank you sir.very informative video.
    I wana ask u how to clear date ?
    .ClearContents doesn't works for the cell containing a date

  • @cfmartinez1090
    @cfmartinez1090 9 ปีที่แล้ว

    Hello. I came across this video when looking for a macro to generate new invoice number. I followed your steps and it worked great on my solution. My question is on the SaveInvwithNewName macro. My invoice number contains leading zeros. How can I keep the leading zeros on the filename when saving it?

  • @trinipits
    @trinipits 6 ปีที่แล้ว

    Good evening Mr Excel. This video was very informative. Is there any way I could save the invoices as PDF?

  • @jjbrothers1989
    @jjbrothers1989 8 ปีที่แล้ว

    hi..sir..can u show me how to relate invoice bill with stock register..
    for eg..if i enter an ring in the invoice bill it has to be less from the stock

  • @tjh2542
    @tjh2542 11 ปีที่แล้ว

    Hey Bill, nice video. I was curious if there was any way to store all the previous invoices in the same sheet in sort of a table, even when you only add and save one at a time