In this series of videos I demonstrate how to create an automated invoice template in Excel. You can download the invoice template using the form below. This automated invoice template includes VBA macros that will save the invoice either as an Excel workbook or a pdf. The template will also email invoices to your customers and help you keep track of invoice payments.
👍👍This invoice is free for you to use – no strings attached. However, if you have found this content useful and want to show your appreciation, please use this link to buy me a beer 🍺. https://www.paypal.com/donate/?hosted_button_id=CGKRY2BAYEQBQ
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Click here to download the invoice template featured in our video. The link will take you to our other site as at the moment downloading files is not possible from this site – apologies.
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Video 1 – Design the Invoice
This video looks at how to create the invoice itself including formatting, formula and a customer database.
Video 2 – Design an Automated Invoice Tracker
This video looks at how to create the invoice tracker using conditional formatting, drop-downs and a VBA macro to copy over current invoice details.
Video 3 – Clear Invoice and Automate Next Invoice Number
This video looks writing a VBA macro that clears the current invoice and automatically generates the next invoice number.
Video 4 – Save Invoice Worksheet to New Workbook | Filename Based on Cell Value | Create Hyperlink to Invoice
This video looks at how to write a VBA macro that saves the invoice worksheet to a new workbook and then automatically records it on the invoice tracker.
Video 5 – Save Invoice Worksheet as PDF – to Specific Folder | Filename Based on Cell Value
This video looks saving the invoice worksheet as a pdf.
Video 6 – Attach (Invoice) PDF to Email and Send to Email Address (Based on Cell Value)
This video looks at saving the invoice worksheet as a pdf and then sending it as an attachment via email.