How to customize how my invoices are saved

kelseyyy

New Member
Joined
Jun 30, 2023
Messages
3
Office Version
  1. 2019
Platform
  1. Windows
I'm currently taking my first steps in learning coding doing this. I want my invoices to have the customer name and then the invoice number. I have been successful in adding those things, however it is always saved like this, (as an example): Invoiceskelsey_12345
How do I make it so the invoices part is gone and I'm only left with kelsey_12345.

This is what I currently have

Sub NextInvoice()
Range("F5").Value = Range("F5").Value + 1
Range("B8").ClearContents
Range("A16:G30").ClearContents
End Sub

Sub SaveInvWithNewName()
Dim NewFN As Variant
' Copy Invoice to a new workbook
ActiveSheet.Copy
NewFN = "C:\Users\DELL\Documents\Invoices" & Range("B8").Value & "_" & Range("F5").Value & ".xlsx"
ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook
ActiveWorkbook.Close
ActiveWorkbook.Save
NextInvoice
End Sub
 

Excel Facts

Fastest way to copy a worksheet?
Hold down the Ctrl key while dragging tab for Sheet1 to the right. Excel will make a copy of the worksheet.
Leave the word "Invoices" out from your "NewFN" line
Code:
NewFN = "C:\Users\DELL\Documents\" & Range("B8").Value & "_" & Range("F5").Value & ".xlsx"
 
Upvote 0
Leave the word "Invoices" out from your "NewFN" line
Code:
NewFN = "C:\Users\DELL\Documents\" & Range("B8").Value & "_" & Range("F5").Value & ".xlsx"
Now it says documents before the name and invoice numbers?
 
Upvote 0
Good to see you've got it sorted. Kudos to you.
 
Upvote 0

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