Excel - How to Auto Generate Next Invoice Number: Episode 1505
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- Опубликовано: 26 июл 2024
- Microsoft Excel Tutorial: How do I generate the next Invoice Number in an Excel invoice?
PLEASE - if you need to save as PDF or if you alphanumeric invoice numbers, read through the FAQ at www.mrexcel.com/news/next-inv.... Your question has already been answered many times in the comments below.
New on October 16 2013 - a follow-up video, episode 1808 shows how to add an automatic Invoice Register to this code. See • Excel - Create an Invo...
Welcome to the MrExcel podcast, episode 1505 - Next Invoice Number. In this episode, we will be discussing how to generate the next invoice number in Excel. This is a common question that many Excel users have, and I am here to provide a simple solution.
To start off, we will be using an invoice template from Office Online. There are many templates to choose from, so feel free to pick one that suits your needs. Once you have opened the template, make sure to customize it with your company information. Take note of where the invoice number is located, as we will need this information for our macro.
Next, we will need to save the template as a Macro-Enabled Workbook. This will allow us to use macros to generate the next invoice number and save previous invoices. Don't worry if you are not familiar with macros, I will guide you through the process step by step.
Now, let's move on to the macro language. Don't be intimidated, it's just a few lines of code. We will create two macros - one to generate the next invoice number and another to save the previous invoice. Make sure to customize the code with the location of your invoice number and the range of cells you want to clear.
To make it easier to run the macros, we will assign them to shapes on the sheet. This way, all you have to do is click on the shape to generate the next invoice number or save the previous invoice. It's that simple!
In just a few lines of code, we have created a system to generate the next invoice number and save previous invoices. This will save you time and effort in the long run. Thank you for tuning in to this episode of the MrExcel podcast. Don't forget to subscribe for more Excel tips and tricks. See you next time!
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Table of Contents
(0:00) Introduction & Welcome to Excel Next Invoice Number
(0:15) Downloading an Invoice from Office Online
(0:40) Remember where the invoice number cell is
(1:00) Save as Macro-Enabled Workbook
(1:25) Switch to the VBA Editor with Alt+F11
(1:45) NextInvoice Macro
(2:20) Clearing out old data in invoice
(2:45) Using .ClearContents
(2:57) Running the macro from a Shape
(3:34) Running the code the first time
(3:44) Save each invoice before clearing
(5:05) Make sure to save before filling in invoice
(5:44) Clicking Like really helps the algorithm
#excel #microsoft #tutorial #excelinvoice
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The Question: "How do I generate the next Invoice Number?" Microsoft Office Online offers a great number of Invoice Templates. However, none of those templates has a Macro to pull the next Invoice Number. Today, in Episode #1505, Bill shows us how to 'Macro Enable' our Workbook and then create a short VBA Code routine to automatically generate Invoice Numbers with the press of a mouse button.
Note: A similar discussion happened in episodes 742-745. You might want to review those videos as well, as they go the extra step of creating an add-in.
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If you need to save as PDF or if you have alphanumeric invoice numbers, read through the FAQ at www.mrexcel.com/news/next-invoice-number/
It's a very helpful video
i still getting bug errors even when i copy it from your link
how to edit the prior invoice?
How to apply the same invoice number macro command for cell range with text??
YES IVE FINALLY CONQUERED THE EXCEL AUTO INVOICE NUMBER!!!!
I really like you're style of teaching. You're enthusiastic and you highlight key process by restating them. It works for me!
This was incredibly helpful to me three years ago, and it is still as helpful to me now when I needed it again. Thank you so much for the clear instructions on how to do excel magic!
how to save as pdf or print the sheet and then clear it instead of savong it as excel and clearing..,. Pkease Please Please Tell me...
.PDF
Hi,
This video is great ao thank you but i am having trouble as I am using an alphanumberic number "SS15001" and would like it to go to "SS15002".
How do I do this please?
Range("F4").Value = "INV" & Range("I1").Value +1
Hi Heidi, did you find an answer to your question? If you do, mind share it with me?
I have same concern
@@Tej_Tech put your number only on the box,
Ex: SS1001
Put the number on the box, 1001
Range("cell"), Value = "SS" & Range ("cell"). Value + 1
Thank you so very much Bill for doing this video I'm so glad I found this! you have totally made my day. I did get a little stuck but scrolling through the comments I found someone else with the same problem and was able to fix it. Thank you Thank you Thank you!!
By faaaaar the easiest I've seen so far! Been battling with this for ages! I just assigned macro to my company logo instead of a shape. Well done and thanks MrExcel
is it a common thing for the SaveCopy part to save a copy and throw out the formatting? Font and colours gone all weird in the copy. Saving from .xlsm to .xlsx. Excel 2016
Thanks Bill ,
I have asked quite a few people "how". And the first day I had Cortana she asked me if there was "anything she could do for me". Without hesitation I replied " Please show me how to generate an invoice number in excel"!Cortana directed me to your videos and on my first attempt I am now creating invoices faster and actually properly saved (IN ORDER) and a bonus being cleared and ready to crank out another! I admit a tinge of embarrassment at having manually filled fields and customer info for so long ,I had my own format and just "saved as " usually a customers name . Now they are all in order and easy to find. Embarrassment is easily concealed under the pride knowing I've done this all myself !
I have been attempting to present a professional image one keystroke at a time and with your help And tips on properly utilizing excel I am now closer than I've ever been !
Thanks sincerely, ...Jeff
Awesome, thanks - I was able to get it to work! You are the man to go to for Excel learning. Learned a lot.
Thanks for the extra details. I got more out of it than I expected. GJ👏
I Finally fix it..thanks..I love it how you show step by step. This is my first one that I am creating. Keep up the good work!
Blessings, Bill. That was simply marvellous.
im so happy i want to cry. why did i just see this now?! after 5 years of asking IT friends to do this for me T.T none of them was able to figure this out!
Thanks for your work Bill. I'm a big fan :)
thank you v much Mr bill it was useful and i was search for this about two month ago, really from my deep heart thank you
Thanks bill. Great Help. Your tutorials are really easy to follow. Much appreciated
Wow, I actually got it to work again. At first I didn't know what I was doing but then I modified the extension from .xlsx to .xlsm and added the FileFormat:=xlOpenXMLWorkbookMacroEnabled like you told me to and it's all back again. Bill, your tutorials are amazing, and I've learned so much excel because of them.
Thank you so much!!!
Dear Bill Jelen.. thanks a lot for your help, it was my long time search to solve this issue. its working fine.thanks a lot. expecting more from you. God bless you dear ....Thanks
Thank you, I did not know this and now I can have invoices and next invoice for my customers!!
Thanks Bill. Its working. Have a great day. Thanks for your support.
This is an actual informative tutorial, thank you so much!!!
Great lesson - came at the right time! Thanks!
Thks Bill! You have been a great help! Cheers!
hey Bill, thanks man for this 10 simple lines of code, i saved so much time with this, Appreciated!
Thank you.
Thanks I never even noticed the extra space, feel so silly, but you are really Great
Thank you for your help! truly an awesome instructor...!
its really helpful. I implemented at my end. Thank you.
Woooooow!
I really surprised. Your do a great job. It is working for me. Thank you so much
Very helpful. Thanks, Bill!
FANTASTIC! Thank you so much and you are awesome!
I just want to say Thank you so much for all your help. It is work Great :)
Great Info. I was able to do it, it works pretty good. Thanks
I am so happy i found this video thank you very much
Hi Bill,
Great video. It has been very helpful as I'm a beginner and just getting started.
I am getting a Error 1004. I made sure to copy the code exactly as detailed. Here is the line highlighted:
ActiveWorkbook.SaveAs NewFN, FileFormat:=XLOpenXMLWorkbook
I've tried different file format codes I found online and made sure the option in Excel 2010 are set to all VBA. I also checked my Trust Center to make sure I had the correct boxes checked. Thanks for your help.
Thanks man I copied that line you wrote and it worked, I apreciated!!
Understood, thank you. I suppose if I wanted to find a specific "customer", I could always just do a search. Thank you... Have a fabulous day!
Pete
Thank you soooo much, it helped me a loooot!
Very useful video, Thanks Bill.
In this new world of AI this video has been extremely helpful. Thank you.
Thank you Mr. Excel, already posted, I am sure I will get some assistance.
Keep Up the good work.
Gracias de Nuevo.
You dedicating your time to create these tutorials is very helpful, thank you. Is there anyway you can get the next invoice number to generate on the next spreadsheet within the same workbook ( and the one after that, etc.) ?
OMG this is awesome! Thank You.
Thank you. This trick was useful for me.
Wow!!! Superb tutorial!!
Much appreciated - thanks again for your help :-)
Thank you, I got What I Search for :)
Awesome............. Great...........
So Helpful....
Thanks a lot
So much of help this video is
Thank a bunch
Bill,
I got it to work
Thank You In Advance
Thank you so much. It works for me.
Some awesome tips thank you !!!!! Can you produce a separate workbook with a summary of all invoices - line by line ?
Greetings Mr.Jelen,
Thank you for your most useful and pertinent tips. How do you reset the automated invoice number counter once you're through testing it?
This is too cool - thank you a lot!
Great Video Bill! Is there anyway to advance to the next row or cell for the next number in sequence?
Thank you Bill ,very usefull and easy
Thank you for your reply.
Hey Bill, nice video. I was curious if there was any way to store all the previous invoices in the same sheet in sort of a table, even when you only add and save one at a time
thank you for your prompt reply,i will creat those topics on your website.
Great Video -- thanks a million
you are genius sir. hats off to you. god bless you.
Excellent. Thank you so much.
It's a very helpful video
Thanks that help alot and mange to finish.
Good stuff! Thanks!
Thanks Bill,
I ended up retyping the code. Must have had that typo... Thanks!
Great one :D thank you
Thank you, I followed your instruction carefully and it works finally.
My question is your book Mr. Excell 2005- 2010 and the yellow cover book just for 2010 excell. I don't know which book i should by buying to fit my usage. Does the 2010 book includes marco and verything else????
Thanks
thanks Mr bill i will do and go there
respected sir its grate help from vedio .....thanks sir
Bill thank you very much for your informative tutorial. It helped me immensely. I have 2 questions for you maybe you could help me with first is there a way to save to a PDF on the reset? and secondly Even though I created a new folder in my documents for the files to be saved to it only sends it to my documents? example "C:\Users\Pete\Documents\ArexTests" it saves it to documents and names it Arex Tests + invoice number? Other then that I did some things I never thought I would be able to
Hi, thank you for the video! It helped a lot! If instead of saving a new workbook with invoice #, is there a way I can assign a macro to save and open new worksheet (on the same workbook, on the net tab) with the next invoice number and new blank invoice? Thank you!
Working Fine Thanks Bill. :)
Thanks Bill.
Many thanks very Helpful
Thanks Bill
I have Done it Sir. I installed PDF Add-ins to EXCEL 2007
Hi Bill, we enjoy and learn so much from your videos. It would be awesome to save it in PDF instead excel file because we don't want anyone alter the invoice later on. It would be super nice of you if you can share us the code how to save to PDF instead of Excel. THANK YOU, Bill!
Thanks Bill! We found your code in the link of the video description, but it was written for Windows only and you mentioned "There is different code for a Mac ..." Do you know where it is?
All good worked it out, newer version :).
Cheers
Thank you Very Much Sir...
this is really good tip.
Hi Bill! This video has been GREAT help in implementing an easy estimating system with auto numbering. I do have one question. On my Save As worksheet, can I delete the "Reset" and "Save & Clear" buttons from it? Thanks!!
My new saved invoices have the macro buttons on them. Should they be there? Would they print? BTW, I'm so happy to have found you again. I used to go to your Mr. Excel videos all the time about ten years ago. You were always the BEST.
Thank you so much my dear
Thank you so much for this video. My boss LOVES it! He loves it so much that he is challenging me to figure out a way to populate a master spreadsheet with each invoice's information automatically after it's saved. I thought it would be easy-just link the cell to another cell in another spreadsheet, but then it occurred to me that each invoice is a separate sheet so the information would just continue to update over the old information. Any awesome way to do this? Thanks again!!!
Thank you so much for this!!! I've been using the 'record button' for everything else but couldn't figure this out. Now it counts 1,2,3 etc for each click on the picture assigned. Before I was going to a distant cell, adding 1 and shifting cells to the right or down the page - total disaster - the formulas move with the cells and it eventually runs out of space.
Let me know if you have any advice on security. How can I email a spreadsheet without someone changing it to suit themselves...?
Hi thanks
But i want to add new sheet with next invoice with instead creating a new EXCELwork book.
How we can do dat....
Bill this is great thank you! How do I alter the code to save the entire workbook? I have 5 tabs at the bottom and would like to save the lot as a copy and then create a new one? Thank you Bill
Instead of using "ActiveSheet.Copy", use "Sheets.Copy". The rest of the code can stay the same.
Hello and thanks for this great VBA code with us!! I got one small issue on Mac, cannot figure out how to save the file in the right folder, it always appear on my desktop.
Thank you in advance!!
Thank You.... Excellent...
Tkx for the great easy to understand video. Can it be saved as a template, so that I can just double-click to open a new document & it will automatically have a new invoice # (like one could do in Word) ?
Hi Bill that was very useful for me, but i need to save the same in my existing data sheet were i regularly use to maintain the invoice details. Please suggest.
Hi Bill, thank you for your Tip, just also like to know what code to use if you want to save with different name for customer ie for invoice ....thank you in advance!!
Hi Bill, thanks for some great podcasts. I am new in VBA programming and have a question I hope you have the time to answer :-) I have an excel open, saved it as xlsm, On the first sheet I put in all data I need to generate different kinds of documents. When that is done I would like to save all sheets separately, one as an invoice, one as a voucher and one as an internal doc. I have created my macros (maybe not correctly) but I do not know how to run all macros in one and save the specific sheet. Can you help me out? Thanks Have a great day. Regards Johnny
Bill thanks so much for what you do...you are a star.
I have run the code and it works perfect, however, I want to save the whole workbook not just the sheet with the invoice.
How do I go about this? Please help.
Thanks
PWL
I made the company logo the button for next invoice in place of your lightening bolt.
Great idea.
Hi Bill i really like your video is very helpful thank you so much. I have a macro button to increase to next invoice number and one to clear, but I would like to do is have a macro to save my invoice with the customer's name in a specific file is there a way to do that. Thanks Tracey
tqvm. it works , anyhow can you please show how to send the whole workbook( several sheets ) to a new workbook, instead of only invoice( single sheet ) ?
Hello Bill. Thank you so much for this video. I am using this and exporting my invoices as PDF. How can I set it to automatically print the PDF file when I run the Macro? I am using Microsoft office 2016.
Appreciate your help.
Good evening Mr Excel. This video was very informative. Is there any way I could save the invoices as PDF?