saving invoices

[Marlis]

I have set up an invoice template. I want to save each invoice in two
seperate workbooks without having to hit "save as". I want one to go into a
folder where I can track payments with the invoice number, and the other to
save using name. How can I do this?

[Excel_Geek]

Try this macro:

I've attached the Excel file I used to write this for your benefit, too.

Sub Save_Twice_Under_Different_Names()
'
'**********************************************************
'****************** Code by Excel_Geek ********************
'**********************************************************
'
' This macro saves the active workbook twice in two different locations
' with two different names -- the first name being the invoice number,
' and the second being the customer name.

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Invoice Number name.
' Range("INVOICE") refers to the cell with the invoice number in it, which
' I've named "INVOICE".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("INVOICE").Value & ".xls"

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Customer Name name.
' Range("INVOICE") refers to the cell with the customer name in it, which
' I've named "CUSTOMERNAME".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("CUSTOMERNAME").Value & ".xls"

End Sub

[Marlis]

I get "invalid file attachment" when I click on your link.

"Excel_Geek" wrote:

>
> Try this macro:
>
> I've attached the Excel file I used to write this for your benefit,
> too.
>
> Sub Save_Twice_Under_Different_Names()
> '
> '**********************************************************
> '****************** Code by Excel_Geek ********************
> '**********************************************************
> '
> ' This macro saves the active workbook twice in two different
> locations
> ' with two different names -- the first name being the invoice number,
> ' and the second being the customer name.
>
> ' The "K:\" part of this line should be the complete directory string
> ' for the location you want to save the file with the Invoice Number
> name.
> ' Range("INVOICE") refers to the cell with the invoice number in it,
> which
> ' I've named "INVOICE".
> ActiveWorkbook.SaveAs Filename:="K:\" & Range("INVOICE").Value &
> ".xls"
>
> ' The "K:\" part of this line should be the complete directory string
> ' for the location you want to save the file with the Customer Name
> name.
> ' Range("INVOICE") refers to the cell with the customer name in it,
> which
> ' I've named "CUSTOMERNAME".
> ActiveWorkbook.SaveAs Filename:="K:\" & Range("CUSTOMERNAME").Value &
> ".xls"
>
> End Sub
>
>
> +-------------------------------------------------------------------+
> |Filename: For_Marlis.zip |
> |Download: http://www.excelforum.com/attachment.php?postid=3707 |
> +-------------------------------------------------------------------+
>
> --
> Excel_Geek
>
>
> ------------------------------------------------------------------------
> Excel_Geek's Profile: http://www.excelforum.com/member.php...o&userid=26423
> View this thread: http://www.excelforum.com/showthread...hreadid=396978
>
>

[Excel_Geek]

Marlis,

I have noticed that as well. It looks like the link given:

http://www.excelforum.com/attachment.php?postid=3707

is incorrect.

It should be...

http://www.excelforum.com/attachment...achmentid=3707


Notice that the query string at the end should read "attachmentid=3707" not "postid=3707.

Give it a try...