auto generate invoice using excel

Short answer: yes.

Longer answer: It depends on what you want to do ...

On the surface an invoice is pretty simple:

• your contact information
• customer contact information
• multiple detail lines identifying
  • item
  • quantity
  • price
  • cost
• subtotal line
• tax line(s)
• total line

Do you plan to print them or send them as online files?

Yes, item and price can be a single lookup to retrieve both from a table you keep in Excel

What difference is there between your estimates and invoices? ie time ranges vs specific billed time, other?

Yes you can download free templates from MS. But my experience is that often MS templates are just a simple starting point. They tend to be incomplete and short of functionality.

You can download free or paid templates from the internet. Do a google search.

Here are a bunch of (random) invoice related tips I've collected, use what ever you find interesting:

Invoice Template For Free! How To Create it?                   2013 02 18   by Richard on

http://www.excelquant.com/

Excel is a spreadsheet program that helps to make calculation like additions, subtractions, and multiplication quite easily. This makes excel spreadsheet an excellent tool for creating invoices. Invoice varies according to the type of business and Excel helps to keep track of the invoices and related activities on them with the help of invoice templates. These templates come along with the software, which can also be downloaded from the Microsoft website, if needed. In addition, excel also allows you to create an individualized invoice apart from its standard invoice template option. Download sample template

.  *  How To Create Excel Invoice Template In Excel 2010:

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Invoice Manager for Excel         (buy or subscribe)

https://www.invoicingtemplate.com/software.html

Invoicing software app for small business

By leveraging both the front-end Microsoft Excel and backend database systems, Invoice Manager for Excel offers the features that could be hardly found in pure-Excel solutions and traditional invoicing systems:

.  *  hundreds professional invoice templates,

.  *  intuitive and easy to use layout,

.  *  automatic invoice numbering,

.  *  customizable form layout,

.  *  custom fields,

.  *  define cell relationships by using Excel formulas,

.  *  easily generate and send pdf invoices

And, there's many more! try the fully functional trial version to see how it works for you!

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e vba- Excel VBA Notes for Professionals- MUO- w_goaa12 2019 04 15.pdf (downloaded)****http://GoalKicker.com/ExcelVBABook****This free ebook will help you to learn everything you need to know about Excel VBA and start customizing office solutions. With over 100 pages of knowledge, this resource covers the basics and dives into more advanced components. Take advantage of the examples, screen shots, and strategic advice inside to take your Excel skills to the next level!

.     31.1: Organizing new invoice numbers                             118

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Automatically generate invoice number in Excel? ****https://www.extendoffice.com/documents/excel/2410-excel-auto-generate-invoice-number.html

As we know, invoice numbers are consecutive. If we input invoice numbers manually, we may forget the invoice number last time we used, and get overlapping number for the new invoice in Excel. In this article, I will introduce two methods to automatically generate invoice numbers in Excel easily.

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Time & Expense application for Office 365 (2019) - beta 5          2020 06 01

https://office-watch.com/2020/time-expense-office-365-beta-5/

“After a long delay, I have updated my Time & Expense application for Office 365 (it is my Coronavirus project!).  The app uses custom Journal items to record time worked and expenses incurred for clients, and produces nicely formatted Word invoices and statements.  It also includes an Excel workbook, in case you want to work with the slip data in Excel, or produce a comma-delimited file for upload to another system.

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Invoice- Automated Invoice in Excel - Easy Excel Tutorialhttps://www.excel-easy.com/examples/automated-invoice.html

If you select a Product nr from one of the drop-down lists in cells A13 through A31, Excel automatically fills in the product information. Below we'll explain how we automated the entry of the product information. On the Invoice sheet, select cells A13 through A31. In the Allow box, click List. Click OK.

ET R 0 Ribbon.docx..

Invoice- Print Invoices With Excel Macro

https://contexturesblog.com/archives/2013/02/12/print-invoices-with-excel-macro/

There is a sample file on my Contextures site, in which you can enter invoice details, then print all the new invoices by clicking a button.

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Invoice- **Print Selected Items on Invoice** (from a Customer order form) 2009 11 23

https://contexturesblog.com/archives/2009/11/23/print-selected-items-on-excel-invoice/

You have an Excel order form with a long list of products to select. After a customer enters quantities for the products they want to order, you want to print an invoice for the selected items.

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Here is an advanced tip that is part of a larger series of tips

Pt5: VLOOKUP() v merging tables – approximate lookup ****            2017 03 02

https://www.accountingweb.co.uk/tech/excel/supercharge-excel-vlookup-v-merging-tables-approximate-lookup

The part four merge was based on there being an exact match for each of our sales invoice values. This time, we are again going to merge two tables so that our invoice table includes an additional column, but we are going to assume that our reporting periods are not exact calendar months and we, therefore, need to match each invoice date with a Periods table. This table will include each period end and start date.

We need to create the equivalent of an Excel approximate VLOOKUP() type of match, where a value matches the largest item in a sorted table that is less than or equal to that value.

.  *  Approximate VLOOKUP()

.  *  Approximate lookup in Power Query

.  *  Expand merged tables

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FN0049 - Product Price Based on Date

Product pricing table has a list of price changes, with dates. Invoice table pulls the applicable product price, based on selected product and invoice date.

Format: xlsx  Macros: No           Size: 54kb  Download: pricelookupdaterange.zip   Instructions: N/A   

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Dup- Prevent Duplicate Data Entry using Cell Validations         Oct 26, 2009

https://chandoo.org/wp/2009/10/26/duplicate-data-entry/

We all know that data validation is a very useful feature in Excel. You can use data validation to create a drop-down list in a cell and limit the values user can enter. But, do you know that you can use data validation in a multitude of ways to prevent users from entering wrong data? Here is a practical application: Prevent users from entering duplicate values in a range of cells. For eg. you are making an invoice. Wouldn’t it be cool if Excel prompted you when you enter a duplicate line item so that increase the item quantity instead of repeating it.

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EOMONTH Function        March 27, 2012       Mynda Treacy****http://www.myonlinetraininghub.com/excel-eomonth-function

If you use Excel to generate invoices and your payments are due at the end of the month you can use the EOMONTH function to automatically enter the payment due date. Excel EOMONTH Function =EOMONTH(start_date,months) Returns the serial number of the […]

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**VBA to Create PDF from Excel Worksheet Then Email It With Outlook**           October 14, 2013    Philip Treacy

http://www.myonlinetraininghub.com/vba-to-create-pdf-from-excel-worksheet-then-email-it-with-outlook

Real World Scenario One of my customers (thanks Tony) creates invoices in Excel for his clients and at the end of each month he wants to email these invoices to each of those clients. Each invoice is on a separate worksheet. If he has a lot of sheets doing this one by one will quickly become a time consuming chore so let’s use some VBA to automate the process.

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FN0027 - Print Marked Invoice Items -- Use INDEX and MATCH functions to show all selected items on a customer invoice. OrderFormMark.zip updated 26-June-13 Instructions

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FN0008 - Invoice for Marked Item -- uses VLookup to create an invoice for the marked item in a list; a macro clears old marks. VLookupInvMark.zip 10 kb

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FN0009 - Print Unmarked Invoices -- uses VLookup to create an invoice; a macro prints unmarked items from the list, and marks as printed.

Excel 2007 and later: InvPrintMark.zip 30 kb  07-Feb-13

Excel 2003:  InvPrintMark2003.zip 20 kb

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Further along the payment process

Subtotal by invoice number**** SUMIF  COUNTIF

https://exceljet.net/formula/subtotal-by-invoice-number

To subtotal values by invoice number, you can use a formula based on COUNTIF and SUMIF.

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**Use Get & Transform to Reconcile Two Lists******2017 02 02

https://www.excel-university.com/use-get-transform-to-reconcile-two-lists/

In this post, we’ll use a Get & Transform query to help with our reconciliation. The idea for this post came from a question from Laura (thanks Laura!) The basic idea is that we have two worksheets. One contains the invoice totals and the other contains line item details, where there are many line items per invoice.

This is a basic reconciliation project, where we want to know if any invoices on the summary do not appear on the detail, and, if any invoice totals do not agree to the sum of the line items. Sound like a big, tedious project? Not with a Get & Transform query! Check it out.

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Invoice status with nested if****https://exceljet.net/formula/invoice-status-with-nested-if

To determine invoice status (i.e. paid, open, overdue), you can use a nested IF formula and the TODAY function.

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Use the COUNTIF function (Video 3:02)https://exceljet.net/lessons/how-to-use-the-countif-function

The COUNTIF function is incredibly useful when you want to count things like overdue invoices, employees in Engineering, or orders over $100. Learn how to use it in this short video.

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**Highlight overdue items \[video\]******http://chandoo.org/wp/2015/08/03/overdue-items/

We, adults can’t escape three things:

    Deadlines

    Demanding bosses (replace with customers or nagging spouses or naughty kids)

    Taxes

While I can’t help you with demanding bosses or taxes, when it comes to deadlines, I have the right tool for you.

A tracker that highlights all overdue itemsso that you know where to focus your attention.

Let’s learn how to use awesome powers of Excel to find-out which items are due. You can apply these concepts to nail down over due invoices, pending project tasks or scheduling workforce.

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Filter a Pivot Table by Dateshttps://www.myexcelonline.com/blog/filter-a-pivot-table-by-dates/****There are an array of different Date filters in a Pivot Table.  You can filter by a particular date range, for example: by this week, next month, next quarter, next year, last year, year to date and the list goes on and on.  This is useful if you want to see what invoices are due to be paid this month or what sales transactions were included in a particular quarter.

**ET MR PivotTables.docx.**NOTE: Pivot Tables are a great automation feature that you want to look in to using for other parts of your overall accounting system, beyond simple invoices.

Power Query for Accountants & Finance People (video 65min)

https://www.youtube.com/watch?v=fEiEbSq6uN4

Time for another monthly master class. In this session, learn why Power Query is important for accountants and finance professionals.

As the name suggests, this is a Power Query intermediate level class for people in accounting or finance professions. You will learn:

  4) Reconciling paid vs. sent invoices

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AR- Accounts Receivable Ledgerhttps://www.beginner-bookkeeping.com/accounts-receivable-ledger.html

Use this free accounts receivable ledger in Excel to enter all your business sales invoices to your customers and to track payments your customers make against them.

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! Excel templates - where to download and how to make custom templates in Excelhttps://www.ablebits.com/office-addins-blog/2015/01/28/excel-templates-make/

Microsoft Excel templates are a powerful part of Excel experience and a great way to save time. Once you've created a template, it will require only minor tweaks to suit your current purposes and therefore can be applied to different scenarios and reused time and time again. Excel templates can also help you create consistent and attractive documents that will impress your colleagues or supervisors and make you look your best.

Templates are especially valuable for frequently used document types such as Excel calendars, budget planners, invoices, inventories and dashboards. What can be better than grabbing a ready-to-use spreadsheet that already has the look and feel you want and can be easily tailored for your needs?

.  *  How to create a workbook from an existing Excel template

.  *  How to make a template in Excel

.  *  How to find your personal Excel templates

.  *  How to set up the default template in Excel

.  *  Where to download Excel templates

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Animated Business Chart #2      2010 07 21   By Daniel Ferry

http://www.excelhero.com/blog/2010/07/animated-business-chart-2.html

FreshBooks is a fantastic online invoicing and time tracking service. I use it and love it. In just over the first four months of this year they reached $1 billion US in invoices run through their system, and to celebrate they published a very interesting chart. The chart was originally designed by interactivethings.com. I thought I would recreate it in Excel with a twist - animation.

This is a very advanced Excel chart, sporting bezier curves, bubble chart overlay with VBA rendered proportional font sizing, combination stacked bar chart and XY scatter chart, all series fed by named formulas with the original data in a data sheet with no supporting (cluttering) columns, two-dimensional dynamic range as the foundation of virtually all formulas, essentially no use of the IF function, animation with easing, VBA rendered font color fading, data sorting via the Sort method of the Range object, and liberal use of shortcut range references in the VBA. This is an instructional goldmine so please be sure to download the workbook.

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Invoice templatehttps://chandoo.org/wp/free-invoice-template/ ****Make invoices and quotations for your business from this beautiful and simple template. Save them as PDF to email.

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Overdue items trackerhttps://chandoo.org/wp/overdue-items/

Keep missing invoices or items? Use this tracker to see which items are overdue (beyond due date) and which items are on time.

Free Invoice Template using Excel – Downloadhttp://chandoo.org/wp/2014/03/19/free-invoice-template/****Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?” ****That is where Excel really shines. By using an invoice template, you can quickly create and send invoices. ****Today I want to share one such template with you all. Why? Because we are awesome like that. .

@ MS Templates: Invoices

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Hi Udave,

I am John, an Independent Advisor and a Microsoft user like you. I'm happy to work with you on this issue.

If you need to create invoices for your business, you can use one of the many invoice templates found on Office.com. Although these templates are a great starting point, they won’t automatically generate unique invoice numbers—you’ll need a macro for that. You may refer to the link below for more details.

https://www.microsoft.com/en-us/microsoft-365/b...

I hope it helps you. Please let me know if you need any further assistance.

Regards,

John

Well you can get various free templates from MS, which you may be able to adapt for your needs, but  really you are looking at an MS Access db for this type of work

All of the above will need knowledge with vba

Or don't reinvent the wheel and use invoicing software all the various Accounting apps have this capability, and there are some specific Invoicing online apps eg Zoho