Ok, so you have written a shiny new macro to solve all the problems. The macro, solveWorldProblemsAndMakeSomeCoffee() sits nicely in your personalmacros.xlam file somewhere in C drive. You have also installed the macro as an add-in so that it is always available.
But wait!!!
How do you run your sWPAMSC everyday in the morning?
(ok, wake up now!!!, that is short for solveWorldProblemsAndMakeSomeCoffee())
One way is to,
- Right click on sheet name
- Select View Code
- Navigate to the VBA Project corresponding to your personalmacros.xlam file
- Yawn!
- Open the module with sWPAMSC
- Run the macro
But, shouldn’t this be faster and smarter than that?
Well, it is. You can add your macro to Quick Access Toolbar so that you can run it with just a click (or by pressing a shortcut).
Here is how you can add macros to Quick Access Toolbar (Excel 2007 Version):
- First write your macro and save the workbook as an excel add-in.
- Now, install the add-in by going to Office Button > Excel Options > Add-ins
- Now, right click on QAT and select Customize
- Select Macros from “choose commands…” option.
- Now, select the macro you want to add to QAT and then press Add button
- This will add your macro to QAT with default icon. You can change the icon using Modify button.
- That is all.
Here is how you can add macros to toolbars in Excel 2003:
- First write your macro and save the workbook as an excel add-in.
- Go to Tools > Customize
- Now, click on New button to create a new toolbar.
- Give it a name. Now your new toolbar will show up in Excel 2003 UI.
- Go to Commands tab and select Macros from left. Now drag the smiley icon from right to your new empty toolbar.
- You have added a new button to your toolbar. Now click on it.
- Excel will prompt you to assign a macro to that button. Select the macro from the list shown (it includes the macros in your add-in file).
- That is all.
Now go solveWorldProblemsAndGetSomeCoffee()
How do you customize your QAT / Toolbars ?
Customizing quick access toolbar can be a very productive thing to do. I used to have a bunch of macros added to QAT for quickly accessing them when I was working.
What about you? How do you customize QAT or toolbars? Do you add macros? Share your experience using comments.
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!