Macros Invoicing drop down list

snorklemanjd Posts 1 Registration date Tuesday January 12, 2016 Status Member Last seen January 12, 2016 - Jan 12, 2016 at 04:57 PM
 Blocked Profile - Jan 12, 2016 at 06:21 PM
Hope everyone it doing well. I am looking for some help with Excel 2010. I have a template that I use to invoice my customers. My customer list is in a drop down box, so as I pull each one up, the template automatically pulls up their invoice, which I end up having to copy and save. It takes me hours to do my invoicing. I would really like to record a Macro to save me a list of invoices in the same workbook, and also to save each invoice as a Html (?) file in my documents. I am very close to what I need, but when the macro runs, it makes me a list, but instead of different invoices, it just lists one invoice over and over, 53 times. I am wondering how to make the Macro use the drop down list. I am very sorry if my terminology is not correct, I am self taught in Excel, so please bear with me. I would really appreciate if someone could help me or give me some good advice.

Thank you very much for your time

1 response

Blocked Profile
Jan 12, 2016 at 06:21 PM
You really need a database. Build a customer table. Build an invoice table. Relate the two by customer ID's. Now run a report for invoicing using a date query against the invoice, linking to the customers.