Excel VBA - Attach (Invoice) PDF to Email and Send to Email Address (Based on Cell Value) 

A few of you are asking about sending your invoice via gmail rather than outlook. This is possible - please see this excellent article wellsr.com/vba/2020/excel/vba-send-email-with-gmail/

A thousand thanks for providing us with this gem of a series. i will also add my small contribution by sharing what i found. For anybody who like me was looking for a way to add a line break to the email body, you can use the special character sequence 'vbCrLf'. You can also double it or more to increase the space between the lines. For example : .Body = "Hello," & vbCrLf & "Please find attached the document mentioned above." & vbCrLf & vbCrLf & "Best regards." Hope it works for everybody

Simply amazing and so easy to follow. Thank you so much for your excellent method of teaching VBA.👍

Great course. Perfect for my small business. Easily understandable method of explaining/teaching. 🎖

What a brilliant series. Really well worked out and narrated. Thank you.

This whole Series was super helpful! Thank you so much :D xx

Amazing instructions from video 1 to 6! Thank you for your help 😊

Thank you Mr. Chester, this video is helped me a lot to sort out my excel sheet and auto mail issue

Thanks so much for all your efforts! This method works even better than some professional softwares in my situation as I can custom and change functions the way I want! Good Job!!

I have been looking for ages for a way to attach e mail to invoices, this is really helpful and it works!!! Thank you for your Professional contribution.

Thank you very much sir, your lesson was of great benefit to me... Thanks again. i'm from Sri Lanka

I really want to thank you for your videos. They are awesome! I appreciate it. I was able to apply this to Excel on my Mac.

Thank you for the great videos, this worked perfectly for my invoicing.

Amazing and helpful content, I have actually created my own out of this series of video

Your an excellent teacher. Thank you!!

Excellent series, thank you so much!!

Thank you so much for all of the information you post. You make life so much more convenience and efficient. My only question regarding this tutorial would be: how can we direct the email to be sent from a specific email? I have several accounts and it doesn't send from the default account. I do look forward to hearing from you. Thanks in advance.

Thanks so much! Very easy to follow along

Thanks for your time. That was very insightful.

Thank you for this series, you have truly helped me develop an invoice system. I have added features, like to not recording duplicates and ensuring that all important fields are entered before recording or saving the invoice. Something were a bit tough, especially as a mac use, but I managed to make it work accordingly.

Amazing job! Thank you so much for sharing your knowledge with us!

Hi Chester these tutorials were awesome thank you so much. I have a question Will you be doing a tutorial for an end of month statement to go with this?

Thank you very much for this extremely helpful series of videos. I have been creating a TimeSheet - Invoice workbook for my partner and found your tips and code easy to follow and tailor to her requirements. I added a message box which pops-up to confirm the execution of the VBA to Export and Email the PDF. I wish to add a secondary Message Box which asks the user if they wish to send the email right away or open for checking & editing (thus, making the .Display or .Send line a variable) but so far I am unable to find how to a/ Have custom text in message box response buttons, b/ use a message box answer to change the code between .Display and .Send. Will persevere.

Thanks Chester!

Thank u man..u are awesome 👏

Amazing thank you so much

Thanks, excellent tutorials so handy and well created. A similar sort for cash books would be fantastic as well even better if invoices and spending all linked

awesome thanks!

Thank you

Thanks Chester! Would you maybe be able to show me how to add the signature to this code? Thanks again. Really helpful and easy to follow! :-)

Hi Chester, these videos were unbelievably helpful, thank you for taking the time to put them together! As many others have asked, I'm looking to use this same approach using Gmail vs Outlook. Any insights on how to change the VBA to do this?

Thanks for the awesome content. What if I am not using Outlook as my email app? I use Proton Mail.

Easy, short and straight to the point

you are making my life soo much easier now thx! do u know if its possible to mail from apple mail (working on a macbook )

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

I truly appreciate your teachings and your tools. This tool is perfect for my small business. I was watching you vidoes and planning to create one from scratch, but then I was wondering if you would be willing to sell a copy of the workbook? I would have to do some customizing but it would save me a lot of time. If you would be interested in selling me a copy please let me know how much.

Greetings! Let me start by saying thank you for the amazing series. Great explanation and easy to follow along. I got a question. If I wanted to personalized the email body with a greeting to the client and display the client's name with the variable set for it. How would one go about that if possible. Thanks anticipated for your time.

Is it possible to get the VBA button options with the assigned micro in a drop down menu so that one can choose and select whether to say export as pdf or xls?

Chester I love these videos. I was following the invoice tracker this morning and followed the code for the VBA, but when I ran the module, I saved the details in the invoice part of the workbook rather than the tracker. Did i miss something?

This has been the best tutorial on making invoices I have seen. My only issue I have come across is that I don't have Outlook. I have my own domain name and G-mail. Can anyone please help me make this Macro for G-mail. I appreciate it. Thank you and you Chester for all you've done.

Hi Thanks for this, is there any way to make it so it included my email signature when it generates the email in outlook? Thanks

These videos are excellent. Was wondering, once the pdf is created and it is posted to the record of invoices, is there a way to regenerate the invoice to mark it as paid and send the receipt by email?

Hi Chester, Thank you for making this Vlog, it has been extremely helpful. I am a novice at excel and your instructions are extremely helpful. When I click on the button to save the file to excel or PDF, instead of the customer's name displayed in my saved file it only shows the "Cell" Name; ie PDF 200 _ B10.pdf. this is also the same for the other save buttons. How do I change it to the actual customer's name in the VBA? Regards, Alistair

May I ask what operating system and version you are demonstrating on pls, I get so far to finishing but I do not display the same options as you do for creating “new formatting Rule” as you do....I have the latest version on my Mac and office 365?

can you please guide me how to save invoice contents like product description with its price on separate sheet ?? so i can easily search product price billed before

hi mr chester. thanks a lot for your tutorial video. it really help me a lot. just asking can u help me with tutorial on how to attach pdf file and send via whatsapp desktop. currently i manage to open the exe app using syntax Shell ("C:\TEST\whatsApp.exe") but got no idea on how to attach the file like what you did on this email tutorial. really hope u can help me with this. thanks a lot sir

cheers for your help , very good. the only problem i cant get around is the following: i get a debug error saying runtime error "287" application - defined or object defined error?? any ways to fix this?

super

Well done sir, do you have vba code for monthly reports balance sheet sending as pdf to email from excel?

How do you go back to viewing a previous invoice that was already created aside from record of invoice. For example if you had to make a change to an existing invoice

Hey mate. Amazing teaching. I have one question. I want to basically convert this template into a receipt and so where you have 'term 30,60,90' I have put 'Paid' into that list. This works for everything else, except when I try to email it it says 'mismatch' the debugger sends me to the VBA sub and highlights where term should be a number but mine says Paid. It's really not liking this, how do I fix?

Is there anyway to get my custom signature block from outlook to display?

I've learned a lot by watching this series of VBA videos, thank you. Like a lot of others, I do not use outlook. I use Mozilla Thunderbird as my email client. Could you tell me what I need to change to send the invoice from Thunderbird?

On running the macro I get Run-time error ‘429’: ActiveX component can’t create object

Hi, I am trying to also attach the file as an excel sheet (without the macros etc) as well. Is this possible?

Hello Chester, Your video series is amazing. The only problem came with the email portion. When I try to email the pdf I get a run time error 429 - ActiveX component can't create object at Set EApp = CreateObject("Outlook.Application") can you please help

What about the duplicate records in the list since if you send to both pdf and save as xlsx file, it creates two rows?

I seem to encounter a problem with ( .To). So on a single cell the Range is ("C11") or on a merged cell is ("C11:H11"). In both cases, when hovering over the highlighted area, it shows the email address. I am confused...

Hello thanks for these helpful videos. I am running into an issue with this part.. Set EApp = CreateObject("Outlook.Application") Would it possibly be because I am using a Mac? Is there any way around this? Thanks for your help

Thank you so much, Chester. I have been following along and I love your videos. I had to make a few teaks along the way with my MacBook. I would love to enable the email function, but I am using MacBooks Mail rather than outlook. I am getting a bug under SetApp, and I am not entirely sure what to write. Any chance you know what I should replace SetEApp = CreateObject("Outlook.Application") when using MacBook mail?

How to send the mail selectively in a distribution list based on checkbox selection? Also how to zip the file as an attachment and mail via Outlook.

I’ve found that if the customer table doesn’t have all sections filled in about a customer they show up on the invoice as zeroes instead as blank like it does when no customer is selected and your method to remove the N/A. How do I resolve this issue ? Thanks

Watching the video, I still find it difficult to refer to the emPL software that sends receipts and salary slips automatically via email or Zalo.

Amazing, but my question is that, there is no opion to open gmail dialog box in excel and reply to given user. Any trick with VBA OR NOT

Dear Mr. Tugwell, I've followed every step of your video and I've check my scrip is 100% same as yours. Anyway, it cannot send the PDF file via email when I run the marco. It displays only desipte I have amended "Display" to "Send". Please kindly let me know what did I missed or made mistake ? Thank you very much.

Mr. Chester, when I push the macro buttons to record in my record of invoice sheet. It records the invoice, but it creates a new line for each macro I push. It doesn't put all the information for each macro on one line. Can you please help?

Thank you very much. How can I make it work on Mac it everything work good only the email is not working even if I install outlook error ActiveX component can't create object, Can you help me with this? Thanks in advance

I really like this idea and the functionality behind it. However, I am having issues getting the macros to work. (I am positive it is my own lack of knowledge). I can't seem to get the "Save as .xlsx", "Save as pdf", or "Email as pdf" buttons to work. If anyone is willing to help me get this set up, I would be extremely grateful.

Hi!. I am getting an error in the vba statement Set EItem = EApp.CreateItem(0). could you please clarify

Hi Chester, these videos are amazing and I have so enjoyed creating my invoices along with the videos, thank you so much for sharing. I was just wondering if there is a way that all the Record of Invoices boxes can be filled in with one button, so that all the invoice info, Invoice saved as PDF, Invoice saved as excel file and invoice emailed date, are done in one go, Thank you again for the information and videos

Mr. Chester, My name is Rosie. I have a problem with this macro. When I tried running it, my malwarebytes blocked it. It detected an exploit and I couldnt run the macro

When mine makes the pdf, it is a mess of letters, you can't even read it. Can you advise me?

I created my own bulk invoicer for my business by watching this 6 videos. I got a trouble at last step which is making the EApp defining and object creation. There is a error cord debugging this Epp object creating. Please kindly help me.

With sending via email, how do I code it for gmail and not outlook?

Can I use gmail instead of outlook, sir?

Can anybody tell me why this comes up with an error saying it cannot find the file?

Goede avond. ben bezig met email pdf ik gebruik gmail. hoe kan ik de vba code aanpassen? met Set Eapp = CreateObject("Outlook.Applcation") lukt het niet. Heb ook op de link gekeken maar daar kan ik geen wijs uit worden. Ik zie u antwoord graag tegemoet

So if I do not have the Outlook application and only have MailandCalendar how do I go about setting that MailandCalendar as the application?

I did this and the email is not going through... i send it and i never recieved it... is it because it is an html?

Have loved this series/playlist, but have run into a snafu that doesn't seem to have an answer in the comments...how to send the pdf if it's going to be used on a Mac? I'm assuming the code is different and is probably also running into the walls of the sandboxing?

how do you use gmail instead of outlook application.

It does not work on a MAC machine. Microsoft note "Outlook for Mac and OneNote for Mac don't support VBA." Is there a way to overcome this. Thanks

How to send pdf file of invoice via whatsapp

I tried this, but i keep getting an error with the "invno = Range("#"). Also, can I use this with AT&T Yahoo.Mail?

I love this videos but I am in dire need of help pleaseee! I am using a Mac book so I decided to use the mail application instead of outlook. I am using the code below but the pdf is not attaching to the email. I am not sure what I am doing wrong Sub SaveAsPdfAndSendEmail() Sub SaveAsPdfAndSendEmail() Dim path As String Dim invno As Long Dim custname As String Dim fname As String Dim amt As Currency Dim dt_issue As Date Dim term As Variant ' Set the file path and other variables path = "/users/keenyabrowne/desktop/steven file/" invno = Range("C3").Value custname = Range("B8").Value fname = invno & " - " & custname ' Construct the AppleScript code Dim applescriptCode As String applescriptCode = "tell application ""Mail""" & vbNewLine applescriptCode = applescriptCode & "set Eitem to make new outgoing message with properties {subject:""Invoice for: " & custname & """, content:""Please see attached From, SM.""}" & vbNewLine applescriptCode = applescriptCode & "tell Eitem" & vbNewLine applescriptCode = applescriptCode & "make new to recipient at end of to recipients with properties {address:""" & Sheets("Invoice for Printing").Range("B12").Value & """}" & vbNewLine applescriptCode = applescriptCode & "tell content" & vbNewLine applescriptCode = applescriptCode & "make new attachment at after last paragraph with properties {file name:""" & path & fname & ".pdf""}" & vbNewLine applescriptCode = applescriptCode & "end tell" & vbNewLine applescriptCode = applescriptCode & "end tell" & vbNewLine applescriptCode = applescriptCode & "activate" & vbNewLine applescriptCode = applescriptCode & "end tell" ' Execute the AppleScript code MacScript (applescriptCode) End Sub