Excel 2007 : Invoice and database in one

Hey Everyone!!

My excel is really rusty, which is why I am here begging for help.

I need certain cells on an invoice in excel to automatically populate on another sheet. Each time the data is changed, I need the information to automatically populate on the row below the previous entry.

So let me explain the desired end result. We want to open the invoice, fill it out, print it for the customer, and have the data we need to record and save from the invoice go into another sheet to be used as a "database."

Let me also tell you that I do not know any programming. I did this, or at least something like this, several years ago, but can't find the file and haven't worked in excel for quite some time.

I am using 2003 at work, but 2007 at home.

Is there a way to do this without any VB knowledge? I appreciate ANY help I can get at this point! Thank you, thank you, thank you!!!

Hi forpuppylove, I like dogs too....

Your best bet is to search the web for Excel Invoice Template and see what comes up. Here are a few:
http://www.office-kit.com/free-invoice-template/
http://office.microsoft.com/en-us/te...in=CT010117255
http://www.vertex42.com/ExcelTemplat...-template.html

It's certainly possible & I have built complex invoice systems based on this.

Hi forpuppylove

Please attach a workbook that shows what you have

I have the invoice built. I have the feilds that I want to populate the next sheet working

Show me what you want to see on sheet 2.

Probably will require some VBA code.

John

Hi forpuppylove

Not laughing. It's actually a good effort.

Couple of questions.

Do you simply want to make what you have work? If so, what would you expect to see in Sheet3, Column E?

Or, would you prefer to see more detail in Sheet3; if so, how much detail? For example, I see you have a field for "Tax"; being an old "Bean Counter", I'd like to see that as an item on Sheet3 so that I could use the summary to fill out my monthly/quarterly Sales Tax Report.

If you wish to see more detail, what are all the services provided under each major category (Therapy, Body Work, Massage, Home Care, etc) and do they have set prices?

We can make this simple or as complex as you like...you tell me.

John

Hi Charlene

Let me play with it for a little while...see what I can come up with that may work for you.

John

Hi Charlene

Try the attached. I've adapted the code you alluded to http://www.excelforum.com/excel-prog...her-sheet.html to your Invoice.

John

@ daroel. You can create a new thread for your question. Thanks and welcome to the forum.

Originally Posted by kadriguler

hi ,
I made an excel invoice template with excel vba codes .Nice template

Link : <removed>

Regards

You have posted to a thread that is 4 years old, and are linking to a third-party site that requires downloading a download manager app before you are able to access the Excel file that you claim to offer. I have no reason to trust that site and do not recommend downloading apps from such sites. I have removed your link.

If you have an Excel template you would like to share please use our attachment feature to attach the file directly in a post, and post it to the Tips and Tutorials subforum.