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#1
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saving invoices
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? |
#2
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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=3707 | +-------------------------------------------------------------------+ -- Excel_Geek ------------------------------------------------------------------------ Excel_Geek's Profile: http://www.excelforum.com/member.php...o&userid=26423 View this thread: http://www.excelforum.com/showthread...hreadid=396978 |
#3
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I get "invalid file attachment" when I click on your link.
"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=3707 | +-------------------------------------------------------------------+ -- Excel_Geek ------------------------------------------------------------------------ Excel_Geek's Profile: http://www.excelforum.com/member.php...o&userid=26423 View this thread: http://www.excelforum.com/showthread...hreadid=396978 |
#4
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Marlis, I have noticed that as well. It looks like the link given: http://www.excelforum.com/attachment.php?postid=3707 is incorrect. It should be... http://www.excelforum.com/attachment...achmentid=3707 Notice that the query string at the end should read "attachmentid=3707" not "postid=3707. Give it a try... -- Excel_Geek ------------------------------------------------------------------------ Excel_Geek's Profile: http://www.excelforum.com/member.php...o&userid=26423 View this thread: http://www.excelforum.com/showthread...hreadid=396978 |
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