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create a new invoice and save the current to pdf

hmatlani

hmatlani

New Member
hello, i have just created a sample invoice for dive shop. i am looking for a macro or something whihc lets user to save invoice as PDf and move on to the next one??

Can you please help.
 

Attachments

  • invoice 1.xlsm
    40.1 KB · Views: 5
The VBA @vletm has posted works, but next to the button you must change the save directory to suit your machine
 
hey , it works wonders.. this is really helpful , thanks a lot,

Just last question , everytime i enter the data, then i have to close the excel file, then re open , to input new data???
 
You asked to save invoice as PDF.
1) You fill You invoice, including NEW Invoice No.
2) Press [Save As PDF]-button to save.
3) Empty manually or modify Your invoice, including NEW Invoice No.
... check that [E8]-cell works as it should!
( You didn't want 'automatic empty nor add Invoice features.)
... and finally, it will be wise to save that file too.
Ask more, if You need
 
vletm said:
You asked to save invoice as PDF.
1) You fill You invoice, including NEW Invoice No.
2) Press [Save As PDF]-button to save.
3) Empty manually or modify Your invoice, including NEW Invoice No.
... check that [E8]-cell works as it should!
( You didn't want 'automatic empty nor add Invoice features.)
... and finally, it will be wise to save that file too.
Ask more, if You need
Click to expand...
I agree with you , its my mistake , but could we have the option of automatic generation of invocie no and emptying of slots, as soon as its saved as PDF?...hence not giving the employeess an oppotunity to mke any changes,, if I am asking too much , its ok, i can work with this. this means a lot :)
Regards
 
You could try to test this version.
I didn't change everything.
There could ... should be something more, Ideas?
I'll tell some details after Your report and needs ...
Okay?
 

Attachments

  • invoice 1.xlsm
    53.1 KB · Views: 2
vletm said:
You could try to test this version.
I didn't change everything.
There could ... should be something more, Ideas?
I'll tell some details after Your report and needs ...
Okay?
Click to expand...
Hey buddy , this is brilliant..

Thanks for the help !!

this perfect, so now all reports are saved in PDF format, unable to change . which is good for security. You are really a genius.
Can you please help me with , How do i fetch the records of Sales? on monthly basis ??
that shall be it . As chandoo say - you are Awesome :)
 
Check these 1st.
You can get 'the menu' by clicking cell[A1].
'No' ... there are settings ... btw 'Custom Trips' have fixed values
'Yes' ... there are ALL invoices.
'Cancel' ... Invoice ... gray areas should fill before [READY] and with [date..], You fill today to Invoice. with [ ] Print, You could get paper copy too ...
So, Monthly Basic ... it's not ready!
 

Attachments

  • invoice 1.xlsm
    62 KB · Views: 2
vletm said:
Check these 1st.
You can get 'the menu' by clicking cell[A1].
'No' ... there are settings ... btw 'Custom Trips' have fixed values
'Yes' ... there are ALL invoices.
'Cancel' ... Invoice ... gray areas should fill before [READY] and with [date..], You fill today to Invoice. with [ ] Print, You could get paper copy too ...
So, Monthly Basic ... it's not ready!
Click to expand...
Hello , its all done, thanks a lot , i could see the data file too , all monthly records are being maintained in that 1 file, with seperate pdf files. we are good to go. thanks a lot!! you are great :)
 
check
1) go to 'Yes'-page
2) find 'Bank Transfer' and move mouse to 2 o'clock and click
edit as You like
3) back with [A1]-click
btw. are all snorkel's 'mouth parts' same kind? gotta find good for me ...
 

Attachments

  • invoice 1.xlsm
    67.5 KB · Views: 6
vletm said:
check
1) go to 'Yes'-page
2) find 'Bank Transfer' and move mouse to 2 o'clock and click
edit as You like
3) back with [A1]-click
btw. are all snorkel's 'mouth parts' same kind? gotta find good for me ...
Click to expand...
hey mate! i am unable to understand the a1 click option , i unprotected the sheets to do some changes.. thats all.. but no access to a1.
and yes all are smae kind, "Head" brand :)
 
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hmatlani said:
hey mate! i am unable to understand the a1 click option , i unprotected the sheets to do some changes.. thats all.. but no access to a1.
and yes all are smae kind, "Head" brand :)
Click to expand...
k its working, my bad.. just goin through all of it :)
 
vletm said:
Check these 1st.
You can get 'the menu' by clicking cell[A1].
'No' ... there are settings ... btw 'Custom Trips' have fixed values
'Yes' ... there are ALL invoices.
'Cancel' ... Invoice ... gray areas should fill before [READY] and with [date..], You fill today to Invoice. with [ ] Print, You could get paper copy too ...
So, Monthly Basic ... it's not ready!
Click to expand...
hey mate , i have no knowledge of running a pivot table , so am in grey zone .. but i have saved the feature.. i will try and learn .. thanks
 
ooo,
[A1] ... move mouse to left top corner of sheet, see when the cursor changes
and same thing will happen near 'Bank Transfer'
'Making changes' ... some changes can made unwanted result with macros!
All non grey areas are locked and many values comes with links, so be careful!
So, always have to take backup before testing or so!
'protections' are for safe.
Test .. test .. test and if need then ask, okay?
 
vletm said:
ooo,
[A1] ... move mouse to left top corner of sheet, see when the cursor changes
and same thing will happen near 'Bank Transfer'
'Making changes' ... some changes can made unwanted result with macros!
All non grey areas are locked and many values comes with links, so be careful!
So, always have to take backup before testing or so!
'protections' are for safe.
Test .. test .. test and if need then ask, okay?
Click to expand...
Hey thanks for all the help , for some reasons i am not equipped with running those tables, or making some changes, i know you are trying to help me.. but i will keep trying..
1 last thing - i just realised , that some guests will be doing paypal or bank transfer prior to their arrival, and paying the rest in cash , hence 2 modes of payment, so can we have a clause of recording dual payments? that only exits if payment is done via paypal or bank transfer. I hope i was able to communicate my point. Thanks a lot . you are very helpful
 
Those tables can be sensitive with macros or 'wrong' kind of changes.
I can try to 'teach' and help You, Okay?
About, that payments ... You have at least two possibilities
a) many Invoices ... only one kind of payments to one Invoice.
=> 1st Invoice for paypal and 2nd Invoice for bank transfer and so on
=> no need changes for tables
b) one Invoice - You have to choose for every row payment-type.
=> need changes for table => new column for Mode of payment ...
... and changes for marcos and another tables.
Which works better for You? 'I can do plan-b too.'
... and someway have to clean my sample Invoices?
Ideas? how to continue?
 
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