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In this first part of the Project Invoice in Excel we will download a template of a simple invoice and we will formulate it to bring the Customer's data to be invoiced based on their chosen name in a validation list, as well as to return the information of the product descriptions based on another validation list. We will have the invoice sheet, invoice detail, customer table and product table.
In the second part of this tutorial we will use VBA macros to save the information of each invoice on a separate sheet and increase the invoice number automatically.
Downloading the template
Excel provides us with thousands of online templates that we can download and modify to our liking. For this bill project we will download a simple invoice which we will modify adding some formulas and data validations.
- We do not go to the File - New tab.
- In the text box Search templates online write Simple invoice.
- We select the template Simple invoice that calculates the total.
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8 сен 2024