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#AUTOMATED BILLING IN EXCEL GENERATOR#

You can specify the number of digits your invoice numbers will have by entering a number into the No.

If you’d rather keep the numbers small, you can just use a single digit like 0 or 1 instead. The number can be anything you’d like but it would be best to keep it simple.

The beginning number for all of your future invoice numbers can be typed into the Start Number box.

Type in the name of your company or other text you’ll want to see at the beginning of your invoice number results, into the Prefix (optional) box.

Enter a name into the Sequence name box in order to title your new invoice number sequence.

This will bring up a Sequence Number editing window: When the Insert Sequence Number dialog box appears, click the New button. You’ll then need to click on Kutools, followed by Insert, and finally Insert Sequence Number. Just like before, highlight and select the cell for your invoice number. Kutools for Excel provides a fix for both of these issues and more. The first method covered is designed for only one spreadsheet or workbook and have the unfortunate possibility of overlap when you forget to save. Those of you who need a way to generate invoice numbers for multiple workbooks will find those needs met in the use of Kutools. Method 2: Add Invoice Number Using Kutools For Excel

Just be sure to save the workbook prior to closing it out every time or the work will be lost.

#AUTOMATED BILLING IN EXCEL GENERATOR#

Choose where it will be saved and then just hit the Save button.Įach an every time you open up the Invoice Number Generator workbook, the invoice number will be one number greater than the last time. Enter the name of the workbook and make sure the Save As Type box is set to Excel Macro-Enabled Workbook (*.xlsm). To do so, click File and then Save (or Save As if filing new or under a different name). Once you are finished, make sure to Save the current workbook.

Once the formula has been edited to fit your needs, you can copy and paste it into the cell and press enter to receive the invoice number. This is not the same cell you have the beginning invoice number in but the specified cell for the results. You’ll want to place the formula into a cell for the automatic invoice generation. The “CompanyName” is reserved for the text you want to be displayed in your invoice numbers. Remember that the C3 in the formula is the cell in which you’ve placed the beginning invoice number. =”CompanyName”&TEXT(NOW(),”MMDDHHMMSS”)& C3 They can be a bit difficult to remember offhand but you can always save them as an Autotext entry if you need to use them again later at any time. The following formulas below will enable you to verify your invoice numbers.