I have set up an invoice template. I want to save each invoice in two
seperate workbooks without having to hit "save as". I want one to go into a
folder where I can track payments with the invoice number, and the other to
save using name. How can I do this?

Try this macro:

I've attached the Excel file I used to write this for your benefit,
too.

Sub Save_Twice_Under_Different_Names()
'
'************************************************* *********
'****************** Code by Excel_Geek ********************
'************************************************* *********
'
' This macro saves the active workbook twice in two different
locations
' with two different names -- the first name being the invoice number,
' and the second being the customer name.

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Invoice Number
name.
' Range("INVOICE") refers to the cell with the invoice number in it,
which
' I've named "INVOICE".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("INVOICE").Value &
".xls"

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Customer Name
name.
' Range("INVOICE") refers to the cell with the customer name in it,
which
' I've named "CUSTOMERNAME".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("CUSTOMERNAME").Value &
".xls"

End Sub


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Maybe you could use a macro.

Take a look at savecopyas in vba's help.



Marlis wrote:

I have set up an invoice template. I want to save each invoice in two
seperate workbooks without having to hit "save as". I want one to go into a
folder where I can track payments with the invoice number, and the other to
save using name. How can I do this?

--

Dave Peterson

I know I said workbook. I'm sorry, but I meant seperate sheets within the
same workbook. Right now my worbook has 2 sheets. Order form (the invoice),
and customers. I have a dropdown list on the order form for the customers.
I would like to create two more sheets within the same workbook. One to
track using the invvoice numbers, and the the other to track using the
customers name. Any help woud be appreciated.

Thank you


"Excel_Geek" wrote:


Try this macro:

I've attached the Excel file I used to write this for your benefit,
too.

Sub Save_Twice_Under_Different_Names()
'
'************************************************* *********
'****************** Code by Excel_Geek ********************
'************************************************* *********
'
' This macro saves the active workbook twice in two different
locations
' with two different names -- the first name being the invoice number,
' and the second being the customer name.

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Invoice Number
name.
' Range("INVOICE") refers to the cell with the invoice number in it,
which
' I've named "INVOICE".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("INVOICE").Value &
".xls"

' The "K:\" part of this line should be the complete directory string
' for the location you want to save the file with the Customer Name
name.
' Range("INVOICE") refers to the cell with the customer name in it,
which
' I've named "CUSTOMERNAME".
ActiveWorkbook.SaveAs Filename:="K:\" & Range("CUSTOMERNAME").Value &
".xls"

End Sub


+-------------------------------------------------------------------+
|Filename: For_Marlis.zip |
|Download: http://www.excelforum.com/attachment.php?postid=3706 |
+-------------------------------------------------------------------+

--
Excel_Geek


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