How can I put in customer information onto my invoice with a drop down or ref# and perfect it.

KingCraig

New Member
Joined
May 26, 2015
Messages
6
I have been building my own invoices from MrExcel's podcasts. I have a few macros installed and they are working great.

Currently I have an invoice "template" for each customer so I have to open a template file for each customer or I have to type the customers information, name, address, phone, fax and PO# on every invoice. This makes it hard (impossible for me) to invoice from my iPad.

Will excel allow me to type a number or name into a box (or drop down) and then "fill in" all of the other data which will allow me to have a single register and location from which all invoices are created. I would like to have on my workbook an area that I put all of the customers information then ref that workbook sheet. I can't seem to do a dropdown for more than one cell at a time and that makes it worthless.

Thank y'all for any help you can give.
 

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Hi and welcome to the board.
take a look here first and then if you have further questions post back.

http://www.contextures.com/xlOrderForm01.html

look about half way down the page for an address list dropdown.
there is also a sample file at the bottom you can download.
 
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This is exactly what I am looking for however I am unable to get it to work. I understand this was written for an older version because some of the language is different so with that taken into account, I can't get the drop down to populate with the customer names/addresses. Is there a video you know of or a "for dummies" version?

Thank you though, I now know it can be done just have to figure it out.
 
Upvote 0
I was sent another video and with the information from the other podcasts and this video I got what was needed. Thank you all for helping. The video was a bit to fast but if you listen closely you can see what they are doing and using the formula tool bar is great information rather than typing each code.

https://www.youtube.com/watch?v=Xs-NbEl_qAw
 
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