Automate Invoices in Excel (1-Click Export as PDF)

Automate Invoices in Excel by creating a template with a PDF export option.

In this video tutorial we're going to build an automated invoicing system in excel where the customer details get filled in using a dropdown, the totals get calculated automatically, and the whole invoice gets exported as a 1-page PDF in just one click. Even better, it automatically gets named with the invoice number and customer name, and it saves in the file path that you want. Best part is, you automate this once, and you can forget about how it's done entirely. For this we'll be using data validation, macros, VBA, custom buttons, Excel formulas, and much more.

LEARN:

SOCIALS:

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Chapters:
0:00​ -​ Overview
0:37​ - Automate Contact Details
3:07​ - Automate Full Invoice Template
6:46​ - 1-Click PDF Export
12:15​ - Building the Macro Button

[academyofmaths]

Dear Kenji, you show what I want to do in Excel. I appreciate your effort and the method you present. Stay blessed.

[josephbaba]

Thank you Kenji for this, very instructive!

[adamkabango]

Thumbs up you make things look so easy to do and follow.

[Luna]

Thanks for the tutorial! It would be interesting to learn how to automate the invoice Numbers as well and avoid dupes.. 😊

[mugerwaferryl]

i like your lessons bro
i have learned a lot from you

[rudylevarity]

Kenji. Awesome as usual. I added an IFERROR. You may want to consider adding some sample projects so enthusiast can build their resume portfolios. I watch you daily. Keep up the awesome work, Sir!

[matlholelosaba]

Worked like a charm. Thank you.
Now I must just find a way to get it to warn me before overwriting the file.

[byLokie]

Ha. I made this invoice (with my own custom design) for a friend. Followed your instructions and code but when she loaded the invoice onto her laptop the address cells controlled by the xlookup function failed. Turned out her excel version was 2019 so xlookup was not recognised had to use vlookup. But she is happy and is productive.

[ojordine]

This is awesome Kenji.. thank you.. especially the exporting to PDF.. How do you automate the invoice number?

[MuhammadAli-suoo]

Your content is amazing always. Fast forward but understandable. 1 thing you must tell how can I prevent to generate duplicate Invoice Numbers? Thanks

[vgzfdnm]

Hello, thank you for the video. I need help, please
What should we do?
If the site requires you to log in first, then scrape the data from it after that

[robparker]

I would also add the customer’s payment terms and xlookup those too.

[armoghanshahid]

Hey, it was very helpful. Can you upload the file that you edited, for reference? It'll be a great help. Thanks

[microsoft-certified-trainer]

I think you should use CTRL+SPACE after typing beginning of variable name instead of typing its manually to avoid typos

[AshokKumar-hdpz]

Hello Kenji,

I am great fan of yours and learned lot of excel formulas by seeing your vedios.

Now i need a help hope you would help me in our office we have a daily tracker in that we have 12 agents and works in 24/7 shifts we work on incident tickets as soon as the ticket arrives we have enter the ticket number in that sheet and change the color of the cell manually according to the time the ticket arrived for eg. if ticket came in between 8am to 9 am it will be green if it is between 9 am to 10 am then red if it is between 10 am to 11 am then purple so on so instead of changing the color manually i need a formula or a steps so based on current time when the data entered into a cell the color should change please suggest


Thanks,
Ashok Kumar B.N

[ihabziyad]

Good job , we need to excel for bookkeeping please

[albertocollazo]

Kenji, thank you for the tutorial. Followed you steps and it works fine producing a .pdf file of the invoice. When I close the the Invoice.xlsm file containing the macro and reopen it in a new Excel session, the macro does not run anymore. In fact the macro appears to run but it does not produce neither any .PDF output nor it gives any errors. Any ideas what the issue could be? Thank you in advance

[LivingGuy]

Can you make a macro that lets you open up the "Save As" dialog box, but in specific folders?

I usually press F12 to navigate between my invoice and estimate folders, but it would be somewhat convenient to speed it up a little

[tqznhbt]

I'm your newly subscriber congrats ! You are so great in excell.... I hope I can learn this exercise 😅

[paklibas]

Please add "Amount in words" line in the invoice. It's an integral part of invoice.