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If you need to create invoices for your business, you can use one of the many invoice templates found on Office.com. Although these templates are a great starting point, they won't automatically generate unique invoice numbers—you'll need a macro for that.
Excel MVP Bill Jelen graciously offered up a video that demonstrates how to create just such a macro, along with a number of other useful tips. Thank you, Bill!
Here's a breakdown of the overall proccess:
If you want to try this yourself, feel free to reuse Bill's VBA code for the two macros.
If you've never used macros before, your copy of Excel may have macros turned off, even for .xlsm file types. To check, use the keyboard sequence ALT+T, M, S to get to macro settings in the Trust Center dialog box. If Disable All Macros without Notification is selected, choose Disable All Macros with Notification instead. If you use this option, Excel prompts you to enable macros each time you open a file that has them.
Macro #1: Generate the next invoice number
Sub NextInvoice() Range("E5").Value = Range("E5").Value + 1 Range("A20:E39").ClearContentsEnd Sub
Macro #2: Save invoice with new name
Sub SaveInvWithNewName() Dim NewFN As Variant ' Copy Invoice to a new workbook ActiveSheet.Copy NewFN = "C:\aaa\Inv" & Range("E5").Value & ".xlsx" ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook ActiveWorkbook.Close NextInvoiceEnd Sub
For more great tips, visit Bill's site, MrExcel.com. Also, if you're new to the concept of VBA and macros, and you'd like to explore further, check out Get started with VBA in Excel 2010 or Create or delete a macro.
-- Anneliese Wirth