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This tutorial is part of a series of tutorials that demonstrate how to create an automated invoice system in Microsoft Excel. This video looks at saving the invoice worksheet as a pdf and then sending it as an attachment via email.
Other videos in this series show you how to write VBA macros that
1) Create the invoice itself
2) Automatically generate the next invoice number
3) Add the invoice details to a record of invoices
4) Save the invoice as an Excel workbook
Table of Contents:
00:00 – Introduction
02:06 – Starting the VBA code for the button
02:52 – Declaring the variables for the macro
05:01 – VBA code to export worksheet as PDF
06:19 – VBA to find the next blank row in the invoice tracker
07:11 – VBA to copy invoice details to the invoice tracker
07:58 – VBA to create a hyperlink to a pdf
08:21 – VBA to create and send email with pdf attached (email address based on cell value)
11:20 – Create a button to run the macro
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A few of you are asking about sending your invoice via gmail rather than outlook. This is possible – please see this excellent article https://wellsr.com/vba/2020/excel/vba-send-email-with-gmail/
Thank you for this. I am curious though, how can it be so that when I click all of the macro's it doesnt keep producing lines in the record of customer sheet. I dont need to see 4 actions for the same invoice. Is this possible?
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.
On running the macro I get Run-time error β429β:
ActiveX component canβt create object
Iβve found that if the customer table doesnβt 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
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.
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
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
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
Well done sir, do you have vba code for monthly reports balance sheet sending as pdf to email from excel?
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.
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?
So if I do not have the Outlook application and only have MailandCalendar how do I go about setting that MailandCalendar as the application?
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?
Hi, I am trying to also attach the file as an excel sheet (without the macros etc) as well. Is this possible?
How to send pdf file of invoice via whatsapp
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
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 )
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.
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.
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
Thanks for the awesome content. What if I am not using Outlook as my email app? I use Proton Mail.
Is there anyway to get my custom signature block from outlook to display?
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?
This whole Series was super helpful!
Thank you so much π xx
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 βnew formatting Ruleβ as you do….I have the latest version on my Mac and office 365?
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!!
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
Thank you very much sir, your lesson was of great benefit to me… Thanks again. i'm from Sri Lanka
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
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?
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.
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
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?
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
how do you use gmail instead of outlook application.
Amazing job! Thank you so much for sharing your knowledge with us!
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.
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
Your an excellent teacher. Thank you!!
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:TESTwhatsApp.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
awesome thanks!