VBA - Save Invoice Worksheet as PDF - to Specific Folder | Filename Based on Cell Value

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This tutorial is part of a series of tutorials that demonstrate how to create an automated invoice system in Microsoft Excel. This video looks saving the invoice worksheet as a pdf.

Other videos in this series show you how to write VBA macros that
1) Automatically generate the next invoice number
2) Add the invoice details to a record of invoices
3) Save the invoice as an Excel workbook
4) Automatically email a PDF version of the invoice to the customer

Table of Contents:

00:00 - Introduction
01:48 - Declaring the variables for the VBA macro
04:38 - VBA code for saving and Excel worksheet as pdf
06:48 - VBA code to copy invoice details to the invoice tracker and create hyperlink to pdf
10:32 - Create a button to run the macro
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[allisongadon]

I went through this whole series and it was so well explained and easy to implement. It was my first time working with VBA and I was able to understand each of the steps you made, follow along in my own sheet and debug where needed Thanks!

[ChesterTugwell]

If you are having trouble with your logo being deleted use this code:

For Each shp In ActiveSheet.Shapes
If shp.Type <> msoPicture Then shp.Delete
Next shp

[isaacalban]

I just finished watching all the series and made me understand the whole potential Excel has. GREAT VIDEOS!

[paulchinyama]

wo wo, i have actually learnt alot from your videos, i was planning on taking a computer short course at a cafe, but now i know alot that its even helping in planning my company work...thanks alot again\

from zambia

[ZivaiMarangarire]

I went through the whole series and everything lived to its billing. Many thanks for making such knowledge available.

[wayneedmondson]

More VBA invoice project goodness! Thanks Chester!!

[lynettekime]

Briliant series. Thank you so much. I have never used VBA, but I could follow along and you've helped me so much with the record keeping for our (very) small business. I can't thank you enough.

[ThomasToronto]

You're the man, Chester Tugwell! Thank you!!

[cameronFraser-rk]

Thanks Chester, a great series well explained. I am new to excel and I basically did everything you said and it worked. I even left things out that I didn't think I´d need and the program still worked. Exactly what I needed. Thanks again.

[zulkarnainibrahim]

Thank you sir for your tutorial. Now I can manage my documentation properly. It helps a lot. Thank you sir.

[nobby-green]

Great explanation Video. i seem to be struggling with Run-time error 1004 code. wondered if you have experienced this at all and could help? Thanks in advance

[scottjones]

I really enjoy your videos Chester, one question, instead of making 2 different buttons to save as PDF and as new Excel Workbook, can we not just put them both on the same macro ..?

[naraimaz]

IT'S NICE AND I WANT ONE FULL WORKSHEET AS YOU SHOWED ABOVE 5 OPTIONS INCLUDING CUSTOMERS AND RECORDS OF INVOICE SHEETS

[pascalebarbour]

Thank you for the great videos, I followed all the steps, changing some cells following my invoice format. It's amazing and will help me in my small business.
I have one concern, when I'm adding to the invoice record, it is saving the same info in 3 different rows:
Row 1- without the xlsx and the pdf files
Row 2- including the xlsx file and without the pdf
Row 3- including the pdf file and without the xlsx
Please how can I make add the invoice record all in the same Row?

Thank you 🙏

[girlofephemeras]

Hello Chester! This is by far the easiest tutorial I have followed and thank you for sharing, you are brilliant!❤ Can I ask if the path for saving the xls and the pdf can also work if the path is located in teams folder instead of my personal folder? In that way anyone who will generate an invoice will get it saved on just 1 specific path. Thank you and happy new year!!! All the best!

[tylerbuckle]

Great tutorial, thank you! I have a question:
I would like to have the file name as Date & Time, which are in cells C5 and C6. Currently using fname As String I'm getting a number (ex. 0.625) rather than "11-11-2024 7:00 PM", which is the desired outcome.

[dcifan]

Hi Chester, so helpful. Do you cover how to have the buttons on a separate sheet? I don't want the buttons on the form sheet.

[wahidullah]

Thanks. Great Videos, One thing asked that, if Invoice Number is combine of Letter with number such as MZ-OO1 Then what to do

[rommich]

As previously mentioned, very good step-by-step instructions. One question I do have is, is it possible to have the records on sheet 3 entered once whilst using 2 or more buttons? So when I save as xlsx and pdf, I only have one row in sheet 3 (for arguments sake) thanks

[vibingwithtori]

Hi, love your vidoes! My filename has special characters in it ( - and : ). What macros would you use to eliminate the special characters so that I can save the file?