need help to macro my invoice numberSolved/Closed

Question

Hello, I wish to increment my invoice number everytime I open my invoice....format is 1-2015-001  and increment by one   1-2015-002 should be the next number, but do to the format I can't get it to work.  I also want to be able to clear data fields and save using the invoice number and when I open I would like the new number to appear...eg. I made 1-2015-001 saved it automatically and upon reopening would like the next number to appear 1-2015-002.   How can I make this happen?  Thank you in advance.



Configuration: Windows 7 / Chrome 36.0.1985.143

vcoolio · Answer

Hello Janit,

Basically, this piece of code will increment your invoice number:-

 Range("Whatever").Value = Range("Whatever").Value + 1

Obviously, the "Whatever" needs to be replaced with your actual range. It may be "B5" or "C10" or "D6" etc. It depends on where your invoice number is situated in the invoice.

I have done a quick "mock-up" invoice here:-

https://www.dropbox.com/s/00cdpxfuf42fbzn/Test%20Invoice.xlsm?dl=0

for you to have a look at.

The code is as follows:-

Sub NextInvoice()

Range("J6").Value = Range("J6").Value + 1
    Range("B6:H9").ClearContents
    Range("A11:H48").ClearContents
    Range("I11:J48").ClearContents
    
End Sub
 Sub SaveInvoiceAsPDF()
 
     'Copy Invoice to a new file
     NewFN = "C:\Users\aaa\" & Range("B6").Value & ".pdf"
     ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=NewFN, _
     Quality:=xlQualityStandard, IncludeDocProperties:=True, _
     IgnorePrintAreas:=False, OpenAfterPublish:=False
     NextInvoice
     
 End Sub

The ranges to be cleared should be obvious in the above code. All the "used" information should be cleared from the invoice.

If you open the visual basic editor, you will see the code relevant to the "mock-up" invoice. The code won't work in the sample as you will need to enter your own fie path (NewFN = "C:\Users\aaa\" & Range("B6").Value & ".pdf"). The "aaa" is the relevant part for you. You will see that for this "mock-up", the invoice number is in "J6". 

The code will save the invoice as a PDF file based on the client name ("B6"). For the invoice number format that you want to use, you will have to format the cell (in this case "J6") to "custom". Highlight the cell, right click on it, select "format cells" then select custom. In the "type" box, type in this:- 

#-####-###

then click OK. Your selected invoice number format should then work when incrementing. But, before you do this, enter your first invoice number (1-2015-001) in J6 as 12015001.

I have assigned the macro to a button as you can see. I think that this is a better idea than a "WorkBook_Open" event because you may have a number of invoices to do in a day and it could get quite tiresome to close the work book every time you complete an invoice just to save it.

You will need to save the work book as a macro enabled work book (file type xlsm).

Let us know what you think.

Cheerio,
vcoolio.

Janit · Answer

i will definitely give this a try and i'll let you know!

vcoolio · Answer

Hello Janit,

Change the previous codes to this:-

Sub NextInvoice()

Range("J6").Value = Range("J6").Value + 1
    Range("B6:H9").ClearContents
    Range("A11:H48").ClearContents
    Range("I11:J48").ClearContents
    
End Sub
 Sub SaveInvoiceAsxlsx()
 Dim NewFN As Variant
     ActiveSheet.Copy
     NewFN = "C:\Users\aaa\" & Range("B6").Value & ".xlsx"
     ActiveWorkbook.SaveAs NewFN, FileFormat:=xlOpenXMLWorkbook
     ActiveWorkbook.Close
     
     NextInvoice
     
 End Sub


which should save your invoice as an xlsx document.

Again change the "aaa" to your filepath.

Just assign this macro [SaveInvoiceAsxlsx()] to the button as this one calls the one above it also. One button is all you need.

The ranges in the above codes are based on my mock-up invoice so remember to change them to suit your actual invoice.

Let us know how it goes.

Cheerio,
vcoolio.

moosze · Answer

Hi there,

Is that possible if my invoice number mix with character? Let say INV0001 . Hows that the code will be?

Thanks

Need help to macro my invoice number

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