Good day everybody!
I hope to find everyone well.
I am trying to put up an automated invoice generator.
In few words, what I am trying to achieve is:
An invoice generator that works with VBA and macros, so that:
- It can give these invoices difference invoice numbers and store them in a separate excel spreadsheet, with name of client, today's date and invoice number
- It works with dependant lists, meaning that if I select Variable X in cell A1, then I will be able to select only variable x or y or s from the list, and viceversa.
- It can generate up to 200 invoice at time and save them to pdf all at once (I am guessing I will have to record the macro to do so)
I have attached a screenshot of what my invoice generator looks like right now.
More in detail: I have two spreadsheets, one with the invoice generator (screenshot attached) and one with a table with different variables in sheet1, from which I am looking up data to put into my invoice generator.
As you can see from screenshot, I just have one simple calculation in the invoice generator, which is management fee*Q1/2/3. The mgmt fee and Q1/2/3 values are looked up from the table with different variables in sheet 1
My questions are as follows:
Issue 1) How can I generate invoice numbers, that are stored in a different spreadsheet and include name of client, date and amount.
Issue 2)How can I make it so that if I select a list of variables (5, precisely) in the cell next to "Variable 1", then I get a different set of variables in "account name". Account names and "variable 1" are looked up from a different spread sheet and each one of " variable 1 " has 5 different spread sheets with different account names.
Issue 3) What kind of code do I have to put in the generate invoice / export to PDF button so to have the invoice exported to excel? ( I just put the button there; no code is linked to it )
How can I automate the invoice generator, meaning I don't have to select each variable/account name and manually press " generate invoice " for each one of the invoices I want to generate? I am guessing it's a macro? Or is there a better way to do it?
Thank you in advance for your help. I will be more than happy to share the spread sheet once I have gotten everything to work ( with your help, hopefully ) , so that everybody can use it. I am not sharing the excel spreadsheet as it has a lot of sensitive data in it, but if the above is not clear, I can create a dummy one.
Cheers!
Michael
Bookmarks