Excel VBA to Create Invoices

RahafKh

New Member
Joined
Jul 15, 2020
Messages
8
Office Version
  1. 2016
Platform
  1. Windows
Good Morning All,

I'm currently running small home business, and I need to keep track for my sales. Actually I couldn't find proper template where I can keep track for both my inventory & sales so I decided to do the follow.

I Created workbook that contains:
- Inventory Sheet: contains the products I'm selling with its Cost / Selling Prices
- Control Sheet: I kept copy of my items & its selling prices
- Invoice Template: it has Invoice number, Customer Details, quantity & description ( I did drop down list that is reading from the control sheet) and the prices I used VLookup also from Control Sheet.

What I want now to do is
I want to keep the invoice template as it is and having A Macro button where every time I sell product I create the invoice from the template, and I want the invoice numbers to be serialized.
after I finish from the Invoice, I want to post the invoice details to A Summery Sheet, as this Summery sheet will be linked to purchasing sheet & that will give me the results of profits of losses.

so Basically, I need to run a macro to copy the invoice template (Empty) but with +1 from the last copied one and to transfer its date to the summery sheet. How to do so?

hope my query is understanable.

Thanks,
 

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RahafKh

New Member
Joined
Jul 15, 2020
Messages
8
Office Version
  1. 2016
Platform
  1. Windows

Hi Logit,

Thank you very much for your support.
I have been using the file for the last few days, it really helped me running my small business, however during this time I had some difficulties and would be much appreciate if you can help me on that.

in the attached file, I added Inventory Sheet, I need the quantity sold to be reflecting in the Qty Sold column (E)

Also, I need when I click OK, copy of the sheet to be exported to PDF and I will save it manually in specific folder.


Thanks,
 

RahafKh

New Member
Joined
Jul 15, 2020
Messages
8
Office Version
  1. 2016
Platform
  1. Windows
Hi Logit,

Thank you very much for your support.
I have been using the file for the last few days, it really helped me running my small business, however during this time I had some difficulties and would be much appreciate if you can help me on that.

in the attached file, I added Inventory Sheet, I need the quantity sold to be reflecting in the Qty Sold column (E)

Also, I need when I click OK, copy of the sheet to be exported to PDF and I will save it manually in specific folder.


Thanks,

Anyone can help on this?
 

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