Help with automated data entry system for invoicing

**n0m0re** · 07-16-2022, 10:28 PM

Hello everyone,

I am in need of some help and guidance regarding an excel i am trying to create. there are certain aspects i am just not able to find answers to online ( or may be i am just not trying to right search words)

1. I want to create a data entry system which is automated along with i want it to save each entry to separate sheets referenced with a particular field.
2. i want the 2nd sheet to be an invoice where if a name is selected it automatically fills all the information co-related to that name.
3. I also want the 2nd sheet to be able to pull information from the sheet named after the selected name from point 2.
4. i also want it to pull information ranged from a particular date to date.
5. i also want the sheet 2 ( the invoice) be able to print it as PDF , be able to Email to selected name's email( from point 2)

I know it is a little confusing. However, if someone could help me i can explain it in little detail as well.

Thank you in advance to everyone viewing the thread and replying.

**AliGW** · 07-17-2022, 12:58 AM

Welcome to the forum.

You need to manually mock up a sample sheet showing what you want where, at the very least. Some of what you are asking will probably require VBA. If you were hoping for someone to build the whole system for you, then we have the Commercial Services section where you can purchase credits with which to pay them. If you want to do it yourself with help, then go ahead and provide a mocked up workbook as requested.

There are instructions at the top of the page explaining how to attach your sample workbook.

A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.

**Croweater** · 07-19-2022, 05:59 AM

Your request sounds like a system I designed and wrote for someone a while ago.

It consists of two workbooks.

The first contains sheets for your client details, invoice data entry, invoice template, email template (your generic email accompanying your invoice), and your folder names.
The second contains a worksheet where you can track your outstanding invoices, paid invoices etc.

It's all very self-explanatory (I hope) so have a play around with it and see what you think. It should do most of the things you are trying to do.
Obviously, I have taken all the corporate details out of the system, so you may want to put your own stuff in, do your own invoice template etc.

Anyway, it may be a good starting point for you at least.

(See attached)