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Invoice Template & Report

  1. #1
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    Invoice Template & Report

    Hello,

    I am currently working on an invoice template for my company from which I would like to create a report. My goal is to link another spreadsheet to the template and have certain fields from the template to be extracted and paste it in the report spreadsheet with the use of Command Button. So once the invoice is filled with the necessary information, once the user clicks the command button, excel will automatically export the data to the report. Once it does that, it should go to the next line for the next invoice. Hope this makes sense. If not, I will try and supply with an example.

    Thank you much in advance.

  2. #2
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    Re: Invoice Template & Report

    Take a look at this video tutorial, it might be more than you need but should give you a few ideas that you can work through.

    https://www.youtube.com/watch?v=wM2z3VOS9CE

    DBY

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    Re: Invoice Template & Report

    Thank you, DBY . This is definitely more than what I needed, but has every feature I wanted. I will go thru the tutorial and try to setup my invoice as well. If I have any more questions, I will post them here.

  4. #4
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    Re: Invoice Template & Report

    Thank you for the Rep mark. Yes it might be a bit of a learning curve but Trevor's You Tube channel has many examples to learn from and hopefully you'll get answers here if you get stuck.

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