Excel - How to Auto Generate Next Invoice Number: Episode 1505
Вставка
- Опубліковано 10 лип 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!
Buy Bill Jelen's latest Excel book: www.mrexcel.com/products/latest/
You can help my channel by clicking Like or commenting below: www.mrexcel.com/like-mrexcel-...
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
This video answers these common search terms:
how to auto number your invoices in excel
how to add invoice number in excel
how to create an invoice number in excel
how to insert new invoice number excel
how to auto generate invoice number in excel
how to automatically generate invoice number in excel
how to create an invoice in excel for free
how to create an automated invoice in excel
how to create an invoice in excel youtube
how to create invoice number in excel
how to generate an automatic invoice number in excel
create an invoice from excel spreadsheet
how to create an automatic invoice in excel
how to get excel to automatically generate invoice number
how to create invoice in excel with formula
how to automatically populate an excel invoice
creating a invoice in excel
excel making an invoice
how do i create an invoice in excel
how to build an invoice in excel
how to create a buiness invoice with microsoft excel
how to create a custom invoice in excel
how to create a invoice template in excel
how to create an excel invoice
how to download an invoice template from excel
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.
MrExcel.com - Your One Stop for Excel Tips and Solutions. Visit us today!
Join the MrExcel Message Board discussion about this video at www.mrexcel.com/board/threads...
If you like this video, please consider subscribing & click the bell icon.
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
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
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!!
Thanks for the extra details. I got more out of it than I expected. GJ👏
Blessings, Bill. That was simply marvellous.
Thanks for your work Bill. I'm a big fan :)
Thanks Bill. Its working. Have a great day. Thanks for your support.
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!
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!
Awesome, thanks - I was able to get it to work! You are the man to go to for Excel learning. Learned a lot.
This is an actual informative tutorial, thank you so much!!!
Thanks bill. Great Help. Your tutorials are really easy to follow. Much appreciated
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
Thks Bill! You have been a great help! Cheers!
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
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!!!
Thank you for your help! truly an awesome instructor...!
Great lesson - came at the right time! Thanks!
its really helpful. I implemented at my end. Thank you.
Thank you, I did not know this and now I can have invoices and next invoice for my customers!!
Woooooow!
I really surprised. Your do a great job. It is working for me. Thank you so much
hey Bill, thanks man for this 10 simple lines of code, i saved so much time with this, Appreciated!
Thank you.
In this new world of AI this video has been extremely helpful. Thank you.
I am so happy i found this video thank you very much
Thank you soooo much, it helped me a loooot!
Very helpful. Thanks, Bill!
Thank you, I got What I Search for :)
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
FANTASTIC! Thank you so much and you are awesome!
Great Video Bill! Is there anyway to advance to the next row or cell for the next number in sequence?
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?
OMG this is awesome! Thank You.
So much of help this video is
Thank a bunch
Thanks man I copied that line you wrote and it worked, I apreciated!!
Thanks I never even noticed the extra space, feel so silly, but you are really Great
Hi thanks
But i want to add new sheet with next invoice with instead creating a new EXCELwork book.
How we can do dat....
Thanks, the fix you sent is now working properly. One more question. When it saves the file like it's suppose to but later I want to come back to the invoice to create a new one, the original document still has the same invoice number. Before I close the invoice I have to click save (as in the existing document, not one of the macro shapes) every time so that the blank template is ready to be created with the new invoice number, without having to manually type in the next invoice number or clicking on the lightning bolt (next invoice, clear contents). Is it possible to make on macro that does it all in one click with only one shape or button?
hi..sir..can u show me how to relate invoice bill with stock register..
for eg..if i enter an ring in the invoice bill it has to be less from the stock
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!!
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 so much. It works for me.
Bill,
I got it to work
Thank You In Advance
Hi Bill, great series I am working my way through them.
One question though. When I save and then open up the new invoice the date formula has been copied not the actual date the invoice was created on. So if I go back to a 3 month old invoice to see when I created it, it has today's date?
Please help thanks
Hi Bill
one more question, instant of saving all the invoice in same folder, i need to save the invoice in different folder while creating new invoice
thanks very much for this info its really helped out im hoping to put this on my smart phone excel so i can do these invioces on the go. is there any way to set a marco to automatically send an email? thanks
+Bill Jelen When I execute the macros the file that is saved as a result is a read-only and changes the coloring of some of the text and boxes in the file. Any idea why this is happening?
Solved my theme issues and my read-only issue solved itself somehow. Thanks for your help!
I am trying to do the same concept to my billing statements and I keep getting an error on the save & clear method . where it saves and generates a new workbook w/the number.Please advice
Very useful video, Thanks Bill.
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 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, 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!
hi.
is there a way to save the file as read only through the macros?
so if i end up emailing the file to someone they cant edit anything?
Thank you. This trick was useful for me.
Hello Bill, When I was trying the fist part, and clicked the lighting bolt button, and error occurred. it says type mismatch. I don't know why. May I ask where I can learn these programming languages?
you are genius sir. hats off to you. god bless you.
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.) ?
Hi used your coding and it works a treat however I noticed it only saved the sheet and not the workbook. what do I need to change in order to save the whole workthanks
Wow!!! Superb tutorial!!
Thank you Mr. Excel, already posted, I am sure I will get some assistance.
Keep Up the good work.
Gracias de Nuevo.
Hi, will this work for folders stored in onedrive? and will other users sharing the folder be able to have the same capabilities of set macros?
i have excell 2019 and i saved as you mention and after try to open alt-f11 and it shows numbers and letters on the top bar??? can you help>?
Thank you great video. What would the Macro be if you wanted to save to the next sheet instead of a new workbook. Just so that is is easier to print - ie all worksheets option
I like your idea and it is easy, but there will be a massive bug in a month.
Sub SaveInvToNewSheet()
OrigSheet = ActiveSheet.Name
ActiveSheet.Copy After:=Worksheets(Worksheets.Count)
ActiveSheet.Name = Range("E5").Value
Worksheets(OrigSheet).Select
NextInvoice
End Sub
Every time you add a worksheet to a workbook, you add 17 billion cells. The number of sheets that you can put in one workbook is limited by available memory. You can hit the limit quickly... I've seen workbooks stop after 80 to 175 worksheets. This will all work great until you get to more invoices than you can fit in a workbook. Perhaps if you start fresh every month, week or day it will work.
PLEASE HELP! Im using excel 2013 and the macros that u created here are not working. Is there maybe a different syntax for the 2013 Office. Thank you!
Is there a way to enable the Macro on a protected sheet. I want to be able to lock most of the sheet except where data needs to be entered by the user so that formatting and formulas are protected.
This is too cool - thank you a lot!
Hi Bill Jelen, Thanks for this class. My question is, if i am making new invoice like 1110, but i have to need to see the old invoice (1010) when i type invoice number 1010 in invoice cell than invoice number 1010 automatically show the same place.its possible?
Hi,
I have problem with the save and clear VBA since it save the invoice but i need to save and open new at same time , and it there an VBA Code that will list the invoice numbers and customer name and amount in excel file too.
thanks
Much appreciated - thanks again for your help :-)
@bjele123 Thank you for answer, Bill. I save the file before closing source files.
The file contains several types of formulas (vlookup, sumproduct, dget etc.) I just realized that only cells which contain vlookup formulas don't return error. So I should try to change formulas to vlookup. OR is there any tip that I can adjust those other formulas in such a way that they don't return error?
Hi Bill, great tutorials, i'm using this for my work, however in Chile law requires to send a report every month with each item sold, my invoice has 17 rows, using the PostToRegister from your other tutorial only gives me the first row,is possible to register all the items in the invoice? Thanks again.
It's a very helpful video
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.
please mr.bill could you tell me if i want to save the invoice total to another sheet i want to save every invoice to another sheet like a report of total invoices
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
My line total total column (only column that isnt in the clearcontents range) and the word art "invoice" turns blue after i use the save macro.... any suggestions?
Thank you Bill ,very usefull and easy
I want to clear text in a given array of cells but not the formatting. With the .ClearContents it clears everything in the cells. Is it possible to create a macro to clear only the text and generate the next invoice number?
Hi Bill, I was just watching podcast #1505. Can you tell me if it is possible to save the invoice to a specific location say a project job number. All my projects have a job number which are saved in there own folder in my documents. I would like to set up save button that would save the invoice directly to the specific job folder. and is it possible to set a button that would allow it to be saved as pdf file and print at the same time.
Is it able to create a drop list to the invoice number that i able to preview the previous invoice information?
Hey Bill. Thanks to your video my invoice is nearly complete. The only bug that I needed insight on, was: the moment i hit the "Save and Close" button, the color of the FILLED cells turn to a Cyan color. The master macro workbook does not change, but the new saved document is changed. --I am indeed using the exact invoice template used in the video, as well as the exact code. Any thoughts?
I have followed this to the letter, however I have multiple worksheets. How best to specify the invoice sheet? By using the shape as a 'button' to activate the macro, that would mean the user is already on that sheet; making it active. Would that be the best route?
Bill, I have a doubt... I'm creating a semi-official document for my company (charge order) and because we deal internationally I need to adapt each charge order to my client's idiom, but internally we need to numerate these documents, no matter what idiom it is. So, what I need is (if possible) to generate the order number but because I have 4 sheets (one per idiom) how can I set the number no matter the idiom/sheet?
Thank-you very much for this. Very informative and shall save a lot of time.
Quick question- when I save my invoice, the action buttons (in your case lightning bolt) shall be there and will show up on the file that I send to my accountant/ client. Will the macro still be active on their file? Is there anything I can do to stop them from pressing the button and accidentally running one of the macros?
Ideally the buttons wouldn't show up at all on their copy..
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
It works wonderfully, except the file name includes the whole file location as well, Im on a Mac if that changes anything? Also, my invoice number is to the vale of 7 (zeros) and when saving, the file name only shows the numbers enterd, not the zeros before it... is there any way to fix that? Thank you :)
Dear Bill,
What would the code be if I wanted it to save my excel file every time a click save and clear. So when I open up my excel the next time it will start off at the invoice number I left off on
Hi Bill, thanks for your very helpful tutorials mate. I am using Excel 2003 and I don't appear to have the option to save as a Macro Enabled workbook. The increase Inv No macro worked but the save and close couldn't because I couldn't tell it to save to a XMLworkbook. Any solutions please?
Hi Bill, i have a macbook pro, and can't get the next invoice to save, i have tried different ways, and keep getting error Visual will be removed if save in this format, also get Microsoft Visual basic 400 error. I'm so confused.what am i doing wrong. i created 2 modules for NextInvoice
Bill, im very much a beginner with so bear with me. Ive been copying you macro formulas like for like everything was working well until i added the 'Assign Macro' Shape. After adding all it comes up with is Type Mismatch, could you please advise. thanks
I am having a few minor issues. I have a Drop Down (data validation) that is linked to a separate worksheet, and the multiple worksheets are not copying to the newly saved workbook, and the drop down doesn't appear on the new file. Second, upon opening the newly saved file, the Fill Colors and Font Colors are not the same, they appear to be different colors on the new sheet.... basically the formatting is all wrong. Any macros to fix the issues? Thank you.
Thanks for this video sir. but got question, how to do for excel on mac, i'm trying save to right folder, but is failed. can u tell me how to do that?
Hi Bill,
I followed exactly for the code "SaveScreeningWithNewName()"
It seems to same sheet 1 only, instead of the entire workbook.
How should i recode it?
Great Video -- thanks a million