Creating Invoice

[bayswatergirl]

I am learning the VBA side of excel and find it very interesting.

I am using Excel 2010 and am trying to create a user friendly invoice for someone who is not experienced in excel with all they would need to do is input the basic info and the rest is done for them.

I think I have it set up that when you open the invoice it automatically gives you the next invoice number but what I am trying to do now is have a "save" button that it takes the invoice from the "template" and makes a new worksheet with the invoice number as the name of the worksheet. I have read online that some people recommend that making a new workbook is better then creating a worksheet in that file. The customer that is going to be using it will probably have about 100 invoices and it would be easier for him if it was in one file. I would rather not keep a database of the invoices but a copy of the invoice.

I appreciate any advice, formulas anyon would be able to provide for me.

thank you,

~W~

[JBeaucaire]

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Obviously in your macro you already know what the new invoice number is, put that in place to the namestring.

[bayswatergirl]

Thank you for the reply.

I have used the Code, it worked but when I put the invoice number in where you have "namestring" and then try to do antoher invoice it doesn't automatically change to the next new invoice numbers when I go to do another one. Also I am wondering is it possible when I save the invoice to a new worksheet as the invoice number then the "template" file goes back to blank and ready to start another invoice?

[JBeaucaire]

I've shown you how to copy a template sheet and name it. HOW you implement your "namestring" with your new invoice number is dependent on the rest of the macro that occurred already where you got the next number. You'll use that info to name the new sheet.

Your template sheet should still be blank, we made a copy of it, right?

[bayswatergirl]

I'm sorry, I'm not sure what you mean. It did copy but how do I make it copy with a new invoice number and save it as that?

[royUK]

Try this example,. It will do what you want but it would not be how I would create an Invoice system.



Basic Invoice.xlsm