Excel - Create an Invoice Register - Episode 1808
110.4 هزار بار بازدید -
11 سال پیش
-
Microsoft Excel Tutorial: How to
Microsoft Excel Tutorial: How to Create an Invoice Register in Excel.
Welcome to another episode of the MrExcel podcast, sponsored by MrExcel.com. In this episode, we will be discussing how to create an Invoice Register in Excel. This topic was inspired by one of our most popular videos on YouTube, episode 1505: "Next Invoice Number". In that video, we showed how to use a template from Office Online and add a bit of Macro language to increment the invoice number and save the invoice as its own file.
After watching that video, we received a question from a viewer who wanted to know if there was a way to automatically populate a master spreadsheet with each invoice's information after it was saved. This sparked the idea for creating an Invoice Register, which would allow for easy tracking and organization of all invoices. So, in this episode, we will be showing you how to create an Invoice Register and how to automatically add invoice information to it.
To get started, open a new Excel workbook and search for "Invoices" in the templates section. Select the "Sales Invoices" template and rename it to "Invoice". Next, add a new sheet called "Register" and think about the fields that your manager would want to see in the Invoice Register. This could include the date, invoice number, customer name, and amount. You can add more fields if needed, but for this example, we will focus on these four.
Now, we need to add some code to our workbook. We will be using the code from episode 1505, but we will also be adding a new code called "PostToRegister". This code will allow us to automatically add invoice information to the Invoice Register. We will also need to make sure that we are using a field that will always be filled in, such as the date or invoice number. Once the code is added, we can test it by entering some invoice information and running the code.
After testing the code, we can add it to our existing Macro that saves the invoice and increments the invoice number. This way, the invoice information will be added to the Invoice Register before the invoice is saved. It's important to note that if you need to gather all of the line item details, it's best to save that information on a separate sheet and join it back together using PowerPivot or VLookups.
Thank you for watching this episode of the MrExcel podcast. If you want to learn more about Macros, be sure to check out our book "VBA and Macros for Excel 2013". And don't forget to watch episode 1505 for a more in-depth explanation of the code used in this episode. Stay tuned for more helpful tips and tricks from MrExcel.
Buy Bill Jelen's latest Excel book: https://www.mrexcel.com/products/latest/
You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-...
Table of Contents
(00:00) Create an Invoice Register As You Save Invoices
(00:16) Episode 1505 automates the next invoice number.
(00:30) Can you build an invoice register as you save the invoice?
(01:02) Get a free Invoice template
(01:32) Choose Fields for Invoice Register
(02:24) Which cell addresses for each field?
(03:07) Write the VBA
(04:21) Write comments as Pseudocode
(04:50) Which row is next blank row in invoice register?
(05:45) Write values to the register
(07:55) Book for learning macros
(08:16) Test the code
(09:02) Call Post to Register from Next Invoice macro
(09:51) Caution if you want all line items
(10:16) Clicking Like really helps the algorithm
#excel #microsoft #microsoftexcel #exceltutorial #exceltips #exceltricks #excelmvp #freeclass #freecourse #freeclasses #excelclasses #microsoftmvp #walkthrough #evergreen #spreadsheetskills #analytics #analysis #dataanalysis #dataanalytics #mrexcel #spreadsheets #spreadsheet #excelhelp #accounting #tutorial
This video answers these common search terms:
Create an Invoice Register
Episode 1808
Invoice Register
Learn Excel
Macro language
Master spreadsheet
Next Invoice Number
Office Online
Populate information automatically
Separate sheet for each invoice
Join the MrExcel Message Board discussion about this video at https://www.mrexcel.com/board/threads...
This follow-up video to episode 1505 shows how to automatically create an invoice register as your are using one of the Invoice Templates from Excel.
Welcome to another episode of the MrExcel podcast, sponsored by MrExcel.com. In this episode, we will be discussing how to create an Invoice Register in Excel. This topic was inspired by one of our most popular videos on YouTube, episode 1505: "Next Invoice Number". In that video, we showed how to use a template from Office Online and add a bit of Macro language to increment the invoice number and save the invoice as its own file.
After watching that video, we received a question from a viewer who wanted to know if there was a way to automatically populate a master spreadsheet with each invoice's information after it was saved. This sparked the idea for creating an Invoice Register, which would allow for easy tracking and organization of all invoices. So, in this episode, we will be showing you how to create an Invoice Register and how to automatically add invoice information to it.
To get started, open a new Excel workbook and search for "Invoices" in the templates section. Select the "Sales Invoices" template and rename it to "Invoice". Next, add a new sheet called "Register" and think about the fields that your manager would want to see in the Invoice Register. This could include the date, invoice number, customer name, and amount. You can add more fields if needed, but for this example, we will focus on these four.
Now, we need to add some code to our workbook. We will be using the code from episode 1505, but we will also be adding a new code called "PostToRegister". This code will allow us to automatically add invoice information to the Invoice Register. We will also need to make sure that we are using a field that will always be filled in, such as the date or invoice number. Once the code is added, we can test it by entering some invoice information and running the code.
After testing the code, we can add it to our existing Macro that saves the invoice and increments the invoice number. This way, the invoice information will be added to the Invoice Register before the invoice is saved. It's important to note that if you need to gather all of the line item details, it's best to save that information on a separate sheet and join it back together using PowerPivot or VLookups.
Thank you for watching this episode of the MrExcel podcast. If you want to learn more about Macros, be sure to check out our book "VBA and Macros for Excel 2013". And don't forget to watch episode 1505 for a more in-depth explanation of the code used in this episode. Stay tuned for more helpful tips and tricks from MrExcel.
Buy Bill Jelen's latest Excel book: https://www.mrexcel.com/products/latest/
You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-...
Table of Contents
(00:00) Create an Invoice Register As You Save Invoices
(00:16) Episode 1505 automates the next invoice number.
(00:30) Can you build an invoice register as you save the invoice?
(01:02) Get a free Invoice template
(01:32) Choose Fields for Invoice Register
(02:24) Which cell addresses for each field?
(03:07) Write the VBA
(04:21) Write comments as Pseudocode
(04:50) Which row is next blank row in invoice register?
(05:45) Write values to the register
(07:55) Book for learning macros
(08:16) Test the code
(09:02) Call Post to Register from Next Invoice macro
(09:51) Caution if you want all line items
(10:16) Clicking Like really helps the algorithm
#excel #microsoft #microsoftexcel #exceltutorial #exceltips #exceltricks #excelmvp #freeclass #freecourse #freeclasses #excelclasses #microsoftmvp #walkthrough #evergreen #spreadsheetskills #analytics #analysis #dataanalysis #dataanalytics #mrexcel #spreadsheets #spreadsheet #excelhelp #accounting #tutorial
This video answers these common search terms:
Create an Invoice Register
Episode 1808
Invoice Register
Learn Excel
Macro language
Master spreadsheet
Next Invoice Number
Office Online
Populate information automatically
Separate sheet for each invoice
Join the MrExcel Message Board discussion about this video at https://www.mrexcel.com/board/threads...
This follow-up video to episode 1505 shows how to automatically create an invoice register as your are using one of the Invoice Templates from Excel.
11 سال پیش
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