Excel VBA to Create Invoices

[RahafKh]

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,

 

[Logit]

Download : Invoice Sample.xlsm

 

[RahafKh]

Download : Invoice Sample.xlsm

Thank you Logit.

is it possible to add mobile number to Summary sheet as well ?
and to have different Shipping prices option 25-30-35-40-45-50-55-57.50

 

[Logit]

See attached : Invoice Sample (2020-07-17T00_38_57.060).xlsm

 

[RahafKh]

See attached : Invoice Sample (2020-07-17T00_38_57.060).xlsm

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.

Dropbox - File Deleted - Simplify your life

www.dropbox.com

Thanks,

 

[RahafKh]

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.

Dropbox - File Deleted - Simplify your life

www.dropbox.com

Thanks,

Anyone can help on this?