Automate Invoices in Excel (1-Click Export as PDF)
Automate Invoices in Excel by creating a template with a PDF export option.
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In this video tutorial we're going to build an automated invoicing system in excel where the customer details get filled in using a dropdown, the totals get calculated automatically, and the whole invoice gets exported as a 1-page PDF in just one click. Even better, it automatically gets named with the invoice number and customer name, and it saves in the file path that you want. Best part is, you automate this once, and you can forget about how it's done entirely. For this we'll be using data validation, macros, VBA, custom buttons, Excel formulas, and much more.
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Chapters:
0:00 - Overview
0:37 - Automate Contact Details
3:07 - Automate Full Invoice Template
6:46 - 1-Click PDF Export
12:15 - Building the Macro Button
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