How to Create an Automated Invoice in Excel | Including Formulas and Customer Database

How to Create an Automated Invoice in Excel | Including Formulas and Customer Database

Chester Tugwell

3 года назад

589,081 Просмотров

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@itsyawerrr
@itsyawerrr - 03.04.2025 18:03

Very nice information 🤍ℹ️

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@itsyawerrr
@itsyawerrr - 03.04.2025 18:03

Thanks so much sir 👍🤍

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@angelamorrow9553
@angelamorrow9553 - 24.03.2025 22:36

Excellent series Sir! you have made my life so much easier! I hate to ask, but I was wondering if you by any chance have a tutorial on how to make the invoice print on a 3" receipt printer. obviously not the whole receipt, but a till receipt you would get at a store?

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@PresidentCouncil-o5n
@PresidentCouncil-o5n - 13.03.2025 00:35

The option to download the template gets stuck in a verification loop.

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@lottevesters5622
@lottevesters5622 - 12.03.2025 17:55

I don't understand what i am doing wrong with the customer list. Everytime i fill other customers in. The list on the template is wrong... can you please help me

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@markmiller831
@markmiller831 - 07.03.2025 19:38

I enjoyed following you on these tutorials. However I am having a couple of issues on some of them. My email button worked when I created it, now it doesn't, next is when I push button to save a "excel sheet" it saves it on a seperate line as when I save it when I email it. Can you share with me the solution to this please? Thank you.

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@bipulghimire6110
@bipulghimire6110 - 05.03.2025 10:30

Fantastic sir your way of explanation is

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@amalyn1
@amalyn1 - 02.03.2025 06:11

You are a God send! Thank you so much for this.

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@meenakshichopra5809
@meenakshichopra5809 - 27.02.2025 09:34

I am getting an error running create new invoice button. Can you help please it is regarding merged cells error is in the fourth line of the coding. I have checked it several times and I am still not able to figure out the error.

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@Edda0920
@Edda0920 - 26.02.2025 23:56

Does this work if using Gmail to send the invoices?

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@zezobad
@zezobad - 24.02.2025 23:11

Can you send template for me please?

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@jiark
@jiark - 23.02.2025 05:55

This is a great video and very easy to follow. I just spotted a calculation mistake in the vat formula which should be (F19*G19*20%) or you can do (H19*20%) , but not (G19*20%) because you need to calculate the vat for 6 items not only 1 item. Again you have done a good job and I learnt a lot from you. Thank you

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@DileepBudihal
@DileepBudihal - 20.02.2025 13:06

thank you for this video

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@JessicaMaule-m4r
@JessicaMaule-m4r - 17.02.2025 02:48

I think I’ve watched this series of videos enough times in the last few days to recite them! If I can do it, literally any human can do it. Thanks for your help, Chester!

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@rahibmiah
@rahibmiah - 29.01.2025 15:35

Hi Bud, it wont let me download the template and it keeps coming with bot verification (every time i complete it another one comes up) ? any idea how i can download it?

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@FlorianRachor
@FlorianRachor - 23.01.2025 15:36

Thank you for the video, quite interesting. The download link is broken though, just FYI.

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@EAGPAINTING
@EAGPAINTING - 10.01.2025 00:01

Amazing! Thank you very much! This is very helpful as I have been struggling to find a system that would work, and this looks promising! I am trying to download the template but having trouble. Any help so I can accomplish this download? :)

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@dkrafve
@dkrafve - 08.01.2025 07:51

This is amazing! Thank you! Is there a way to add multiple emails and send the invoice to multiple emails?

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@premsingh9963
@premsingh9963 - 02.01.2025 13:05

thanks for the Video it helped a lot

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@bobbet1979
@bobbet1979 - 26.12.2024 19:02

Hi i am wondering if you could give me some advice, i downloaded the template from your links but the macros dont work with Mac it seems, is there anything i could do to fix this?

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@acenald135
@acenald135 - 25.12.2024 03:49

THANKS FOR THIS VIDEO ITS REALLY HELP ME A LOTS AND LEARNED FROM IT "THANK YOU, THANK YOU.........

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@morabbani8090
@morabbani8090 - 23.12.2024 07:38

Thanks!

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@Bluffton3
@Bluffton3 - 20.12.2024 01:54

This looks like something I could use and not spend money on QuickBooks. I live in the USA so can this be adapted to dollars? I do pet sitting and want to be able to create an invoice and keep a record of what I charge along with my customer database. Thank you.

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@linzivalenti
@linzivalenti - 14.12.2024 02:49

Oh my god you have saved my bacon!! thank you for this tutorial

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@drviagrin3798
@drviagrin3798 - 27.11.2024 03:11

Thanks a lot for this! I needed to have an invoice that automated the math for me to make it faster. I did not expect to learn as much as I did. Again I humbly thank you!

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@nerdydood
@nerdydood - 11.11.2024 18:07

I can't seem to download the template!

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@harshjain3251
@harshjain3251 - 10.11.2024 11:21

Can we do in google sheet ??

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@tityavirakna1166
@tityavirakna1166 - 10.11.2024 09:59

This is very helpful and thank you for making this video.

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@GopalBiswas-wt5ef
@GopalBiswas-wt5ef - 08.11.2024 11:11

One item two purchase rate.
How to calculate GST invoice automatically.
example: purchase
10/9/24 Mouse rate 200.
28/9/24 Mouse rate 220.
How to Sale Mouse GST invoice.
Sir please solve this question.
Please sir urgent

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@baaz7669
@baaz7669 - 21.10.2024 11:00

Need to add delivery note and quotation linked to this please guide

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@briananderson5328
@briananderson5328 - 17.10.2024 21:02

HI Chester, thank you for this brilliant video. I now have a fully working invoice system. Unfortunately I still have one issue. Can you tell me how to stop a 0 appearing in the address lines if there are no details in that field

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@glendums
@glendums - 17.10.2024 02:34

😢 when i type in =vlookup(a8,delivery_dates,5,0) it just says n/a and ive tried everything i can think of. If i change it =hlookup it will pull the info from b6 from my table, so something is connecting but i can NOT figure out what is wrong

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@neilmercer1509
@neilmercer1509 - 06.10.2024 12:02

Hi Chester, excellent videos which have helped me a lot. Do you have any videos showing how to sync Invoice to Inventory? So automatically reducing stock according to the invoice? Thanks for your videos!!

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@PattiPavilion
@PattiPavilion - 04.10.2024 15:08

can anyone help i am having trouble creating the macro?

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@briananderson5328
@briananderson5328 - 04.10.2024 11:49

I have tried to use this template several times but I just cannot get it to run due to Macros not been enabled, I have made sure the settings in trust center are ticked but I cannot use it. Any help would be appreciated as the template looks amazing and the video is so easy to follow.

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@RomyPayne
@RomyPayne - 03.10.2024 19:12

I juste created the invoice following every step of the tutorial but I can’t figure out why the email as pdf isn’t working ! The email page opens and everything seems fine but when I click send it never does ! Nothing in my sent folder and the client don’t receive it either ! Any help ? Thanks so much this just made my life so much easier !

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@rafaelruis6291
@rafaelruis6291 - 17.09.2024 13:15

That was great, great work Chester!

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@Lord_Commanda
@Lord_Commanda - 10.09.2024 01:06

This video has been really helpful. Thank you so much

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@KrakISback22
@KrakISback22 - 01.09.2024 18:19

Will definitely use this as my guide on automating our invoices. Thank you so much Chester for the tutorial.

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@GarethWilliams-l7u
@GarethWilliams-l7u - 24.08.2024 22:55

I have created the series, but I was just wondering if anyone can help me. I am trying to add more information to the body of the email i.e. Dear......
and at the end of the letter Yours Sincerely etc... can someone help me with this please?

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@louiekiryakos2899
@louiekiryakos2899 - 21.08.2024 01:18

You Are Number One. Thank you Very Much

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@tararead2818
@tararead2818 - 18.08.2024 21:10

Great video thanks. My only problem now is when I haven't got a full address for certain clients and rather than a blank space it inserts a zero. How can I get it to just leave a blank cell when the address column doesn't contain data - or is that not possible?

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@kaamsekaam-2915
@kaamsekaam-2915 - 12.08.2024 20:20

Nice

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@BenjaminBarry-d8o
@BenjaminBarry-d8o - 12.08.2024 20:06

When trying this on my MacBook and setting up the page format the a4 sheet is only coming across to row H as shown by the dotted line how to I get it to column J like on the video as this is not enough space :(

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@shaheryarahmad9685
@shaheryarahmad9685 - 28.07.2024 20:18

Hey this video helped me a lot in many ways and I am very grateful for this lesson but can you tell what if we just want to change the invoice number and all data of consignee and description etcetera shows up. Can you help in this regard. I will be very grateful

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@youssefoumalek6599
@youssefoumalek6599 - 26.07.2024 05:32

This video alone will probably get you into heaven. Brother, you are indeed an accessible source of knowledge! You have saved me. May God bless you and protect you from any harm.

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@hezekiahtom5265
@hezekiahtom5265 - 25.07.2024 23:39

Man this is really beautiful and an eye opener

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@koketsobaenahmakunyane6335
@koketsobaenahmakunyane6335 - 22.07.2024 00:01

Thank you so very much!!! This was was such a GREAT video, detailed and easy to follow.

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