Forum Discussion
How to create auto numbering invoice templates
JohnnyP51 That all said, I'm thinking of a very simple macro similar to the one posted in the original post above that could work and address my concerns with numbering. Basically on open increment the number in the template (similar to above) but only if it is the Blank Template, then a) save the template and then b) use Save AS to save the template as a new file based on the invoice number and make a small change so it knows it is no longer the template (i.e. now someone can open this document and review/modify/correct it as needed without generating new numbers).
Attached is a sample. when you open it if you allow macros it will do as I noted above. If you disable macros you can edit it and save/update the template. If you trouble just use any created output file, make the changes you want, then type "TEMPLATE" into cell B2. Note cell locations B2 and C3 as the invoice number are hard coded into the simple macro so if you want to move them you will have to tweak the macro itself.
Hi
Will someone please share an excel invoice document with auto numbersing
JohnnyP51 As I noted I created a Log that creates unique purchase requisition docs. I am attaching it here because it can be easily modified for most any purpose and include the specific fields and requirements of what you need. I'm no accountant so I don't know what fields are needed for invoices and if that would be standard across the industry (which I doubt). I hope this helps.
This does require macros so they must be turned on and allowed for this file. Also it assumes a 'standard' file system so the file is on that computer or mapped network drive (i.e. not set up for use on OneDrive but I have done that with other versions). The 'blankPR' file must be in the same folder as the log and then it will create subfolders based on the year. This is set up to create numbers in the format of YYYY-nnnn where YYYY is the present year and then nnnn is unique numbers counting from 0001 up for that year. Again, that could also be customized.
JohnnyP51 That all said, I'm thinking of a very simple macro similar to the one posted in the original post above that could work and address my concerns with numbering. Basically on open increment the number in the template (similar to above) but only if it is the Blank Template, then a) save the template and then b) use Save AS to save the template as a new file based on the invoice number and make a small change so it knows it is no longer the template (i.e. now someone can open this document and review/modify/correct it as needed without generating new numbers).
Attached is a sample. when you open it if you allow macros it will do as I noted above. If you disable macros you can edit it and save/update the template. If you trouble just use any created output file, make the changes you want, then type "TEMPLATE" into cell B2. Note cell locations B2 and C3 as the invoice number are hard coded into the simple macro so if you want to move them you will have to tweak the macro itself.
Thanking You Kindly