This is a guest post by Vijay, our in-house VBA Expert.
Suresh sent an email with interesting problem.
There is one data entry sheet where all the data needs will be entered, however once done we want the data to be stored separately in multiple sheets designated by the Employee code.
In this article we will learn how to use VBA to help in resolving the problem Suresh was facing at work.
We will do this using VBA and the below procedure illustrates how this was done.
Sub copyPasteData()
Dim strSourceSheet As String
Dim strDestinationSheet As String
Dim lastRow As Long
strSourceSheet = "Data entry"
Sheets(strSourceSheet).Visible = True
Sheets(strSourceSheet).Select
Range("C2").Select
Do While ActiveCell.Value <> ""
strDestinationSheet = ActiveCell.Value
ActiveCell.Offset(0, -2).Resize(1, ActiveCell.CurrentRegion.Columns.Count).Select
Selection.Copy
Sheets(strDestinationSheet).Visible = True
Sheets(strDestinationSheet).Select
lastRow = LastRowInOneColumn("A")
Cells(lastRow + 1, 1).Select
Selection.PasteSpecial xlPasteValues
Application.CutCopyMode = False
Sheets(strSourceSheet).Select
ActiveCell.Offset(0, 2).Select
ActiveCell.Offset(1, 0).Select
Loop
End Sub
Let’s understand the code
We start by defining 2 variables which will hold the Source and destinations sheet names, source will be one sheet only however there will be multiple destinations sheets.
A simple Do While loop is utilized to complete this data transfer from one sheet to the others.
However the most interesting line in the code is :
ActiveCell.Offset(0, -2).Resize(1, ActiveCell.CurrentRegion.Columns.Count).Select
Since we start our work on Column C in the loop, we need to ensure the data from Column A and B is also selected to be copied and pasted on the relevant sheets, this is accomplished using the above line.
Once we have selected the entire data set on the current row, we copy the same and select the relevant sheet and then paste the data as values on the same.
At the end of the code once we switch back to the Source sheet, we need to ensure that we select Column C again. The reason for that is, when we select the entire data set we activate the first column and we need to come back to column C for our loop and the rest of the code to work.
Download Excel File
Click here to download the file & save it on your system and use it to understand this technique.
More on VBA & Macros
If you want to learn more about using VBA to automate reporting & email tasks, read these:
- Automatically Generate Report Variations using Excel
- What is VBA & Macros? Introduction
- Excel VBA Example Macros
- VBA tutorial videos
Join our VBA Classes
If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.
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!