Please I need help with VBA codes and buttons to automate the invoices that I generate.
I have designed a Master Invoice Template (Please see attached draft example)
a) The Master Invoice Template itself is on Sheet 1.
b) The Customer Name is selected from a drop down list (the customers database is stored on Sheet 2)
c) I have used used vlookup to populate the addresses of each customer once a customer name is selected from the drop-down list (as could be seen in the sample file attached).
d) I need to mention too that for the body of the invoice, once a product ID is typed in, a vlookup picks up the product description and unit price from the product listing (I did not include this in the sample – but I thought I should mention it too).
Here is what I need help with, please:
When I launch the Master Invoice Template,
1. I need a ‘New Invoice’ button/vba code that will insert a new invoice number in Cell B4.
2. When the invoice details are entered, I’d like to have a button/vba code to Print the invoice.
3. I need a third button/vba code that will ‘SAVE’ the generated invoice, and save it as a new file – with the ‘customer name & invoice number’ as the filename (e.g. Mr XYZ-1001).
4. When the ‘Save’ button is clicked and the invoice is saved as a new file, the details on the invoice are cleared – leaving a blank Master Invoice Template – for new invoice to be generated.
I have attached a sample Master Invoice Template – with the drop-down list for the customer name, and vlookup for the customer addresses.
I hope that someone will come to my rescue.
Many thanks for your assistance.
Newqueen
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