How To Build An Automated Receipt & Invoice Generator In Excel From A Blank Workbook

  Рет қаралды 3,852

Excel For Freelancers

Excel For Freelancers

Күн бұрын

Пікірлер: 41
@quasimodul
@quasimodul 4 күн бұрын
Item and Customer Database without ID? Bad idea. What about same items with minimal differences in the description? What about same customer names with different adresses? This is the second time you go this way (perhaps more, i don't watch every video). Your work is super usefull. I think a lot of your followers are using your excel-files in real life, but are not able to extend your solutions with ID's or primary keys. I made a reciept-generator with one of your old files but with id's and it is much more useable in real life.
@ExcelForFreelancers
@ExcelForFreelancers 4 күн бұрын
Hi and thanks so much. 99% of my applications have ID's, and I have about 40 Invoices/Receipts, all with ID's, but the effort in this one was to keep it as simple as possible and create it from a blank workbook within a reasonable amount of time. I will always use ID's where applicable, however in this training, the goal was to create a usable receipt generator as simply as possible, in as little time as possible. I hope this helps and thanks so much.
@gaspumprepairservice7009
@gaspumprepairservice7009 5 күн бұрын
I’m always learning something new .. thanks! ✌️
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
That is great to hear. Thanks so much for sharing. Thank you for your Likes, Shares & Comments. It really helps.
@HendrikBez
@HendrikBez 3 күн бұрын
Good video, just wat I need, but if it is possible can you make it to we can use it for quote also, did look at other videos of what you have done, but they are not doing computer selling stuff.
@slminc
@slminc 3 күн бұрын
hmmm🤔
@ExcelForFreelancers
@ExcelForFreelancers 3 күн бұрын
Hi and thanks so much. You can just change the name instead of 'RECEIPT' to 'QUOTE'. I do have a quote generator here: kzbin.info/www/bejne/nWaVZnZ4f6eYfsk I hope this helps and thanks so much.
@slminc
@slminc 2 күн бұрын
@@ExcelForFreelancers nice
@ExcelForFreelancers
@ExcelForFreelancers 2 күн бұрын
Hi Hendrik, thanks for the nice idea. I am adding this idea onto the Patreon update for next Monday. Much appreciated
@slminc
@slminc 2 күн бұрын
@@ExcelForFreelancers lovely
@robhendriks9861
@robhendriks9861 4 күн бұрын
nice work randy
@ExcelForFreelancers
@ExcelForFreelancers 4 күн бұрын
Thank you so very much, I really appreciate that Rob. Thanks for the continued support
@romlef526
@romlef526 5 күн бұрын
Hello, thank you very much for this superb work that you offer us every week, a real pleasure
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
For sure, you are very welcome and I am happy to help and share
@RonDavidowicz
@RonDavidowicz 4 күн бұрын
Another great videos. May I suggest you try and incorporate some of the newer Excel features, for example using the new checkbox for the taxable cell instead of the yes/no drop down.
@ExcelForFreelancers
@ExcelForFreelancers 4 күн бұрын
THanks so much Ron. I would love to use some of the new features, however so many of my followers are still using older versions of Excel. Do you think this will be frustrating for them?
@ExcelForFreelancers
@ExcelForFreelancers 2 күн бұрын
Hi @Ron, thanks for the nice idea. I am adding this idea onto the Patreon update for next Monday. Much appreciated
@RonDavidowicz
@RonDavidowicz 20 сағат бұрын
@@ExcelForFreelancers yes, it would probably be frustrating for them, but also frustrating for those on newer versions to not see an easier way of doing things with new features. I don’t know, maybe a brief comment on how something could be done with the newer features.
@ExcelForFreelancers
@ExcelForFreelancers 3 сағат бұрын
Yes, great point. I have incorporated these new features on the Patreon update and I will create a video and application in the very near future using some updated features. (the checkbox is extremely needed) as well as a few new features. Thanks again
@kartickchakraborty9135
@kartickchakraborty9135 3 күн бұрын
Hi Randy, how are you? I'm learning Excel Automation using VBA from your Beginner Series. I have a question to you. 001) Is it possible to extract data from an Image and store them in SQL Server or Excel using VBA? Suppose I have 1000 images of customers information like name, address, phone number along with his / her photo. I want to store them in Excel or SQL Server (though it is not possible to store photos in SQL Server). There is a library called OpenCV in Python through which it is possible.
@ExcelForFreelancers
@ExcelForFreelancers 3 күн бұрын
Hi and thanks. You may be able to do this with a 3rd party software that has an OCR engine along with a good API. This you can research to better help you achieve your goal. I hope this helps and thanks so much.
@kartickchakraborty9135
@kartickchakraborty9135 3 күн бұрын
@@ExcelForFreelancers Thank you Randy. Would you kindly make a video on this topic in future?
@ExcelForFreelancers
@ExcelForFreelancers 2 күн бұрын
Hi and thanks if i get enough requests for this type of a training, I would then search for a viable 3rd party software. Please have a look at this one which does image parsing and may help: kzbin.info/www/bejne/kIiwq5qthtalY6M I hope this helps and thanks so much.
@slminc
@slminc 5 күн бұрын
I will have to adapt this one somewhere
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
That is great Sammy, There are some key optimizations in this one. As you can see, no admin columns on this. It is simplified compared to the Invoice trainings. Thanks again
@ikramullahbashir341
@ikramullahbashir341 5 күн бұрын
Very nice.
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
Thank you so very much, I really appreciate that
@PurpleFurby
@PurpleFurby 5 күн бұрын
Can this be created on an app where a company can add items for specific services or products and ssnd to customer? I guess like an invoice ?
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
Yes for sure this can also be used as an Invoice. Please feel free to search my channel for "Invoice" as i have many here on this platform.
@ExcelForFreelancers
@ExcelForFreelancers 2 күн бұрын
Hi and thanks. Yes for sure. The only requirement is that they have Excel. They can then do anything with it. On the update for patreon members, i am adding the ability to change this to an Invoice as well www.patreon.com/ExcelForFreelancers I hope this helps and thanks so much.
@malcolmsokol4294
@malcolmsokol4294 4 күн бұрын
When you created the Save/Update macro you wanted to save column B of ReceiptDB. to hold the date. But You copied a reference with Row 3 in text and said you were chaning it to be Row 4 but there was a typo and the macro references Range("F43").value. I never noticed an issue during the training where the macro failed due to a bad date or saw that this was corrected. Have not downloaded to check the code in your distribution. Not wure what is in row 43 except empty space so it may be placing an empty value. Kept waiting for you to find this. Look at about time stamp 45:46. and just before. Not sure I can post a screen shot to this comment.
@ExcelForFreelancers
@ExcelForFreelancers 4 күн бұрын
Hi Malcolm, thanks for your comment. I do remember this. My editor may have removed the fix to save time. Thank you for your Likes, Shares & Comments. It really helps.
@oliviertawamo1420
@oliviertawamo1420 5 күн бұрын
Hello
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
Hi Oliver, great to have you here and thanks for your comment
@ikramullahbashir341
@ikramullahbashir341 5 күн бұрын
I'm using excel for accounting purpose. Can anyone tell me how to get a registered version of office and which one is best for working on latest things.
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
Hi and thanks. You can purchase Office directly from www.Microsoft.com website I hope this helps and thanks so much.
@ExcelForFreelancers
@ExcelForFreelancers 2 күн бұрын
Hi and thanks you can get a registered version from www.Microsoft.com and make sure to download the desktop version> I hope this helps and thanks so much.
@ranilan00
@ranilan00 5 күн бұрын
I'm so happy for you that you can use excel for creating reciptes here we must use specific authorized programs! See u next week 😅😂
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
For sure, you are very welcome. I created this one from an empty workbook and I thought you would enjoy that. Next week, I show you how to use AI to optimize your code in one click. You won't want to miss it. Thanks again for your continued support.
@ikramullahbashir341
@ikramullahbashir341 5 күн бұрын
Can anyone tell why excel workbooks disappeared automatically without deleting???
@ExcelForFreelancers
@ExcelForFreelancers 5 күн бұрын
Hi and thanks very much for your comment. That should not happen
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