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Automated Invoice in Excel - Step by Step Tutorial

The document provides a tutorial on automating invoice generation in Excel, detailing how to use drop-down lists to fill in client and product information. It includes step-by-step instructions for setting up data validation and using formulas like VLOOKUP to retrieve product details. A downloadable Excel file is also available for users who want a quick solution.

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adel.briggs34
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16 views7 pages

Automated Invoice in Excel - Step by Step Tutorial

The document provides a tutorial on automating invoice generation in Excel, detailing how to use drop-down lists to fill in client and product information. It includes step-by-step instructions for setting up data validation and using formulas like VLOOKUP to retrieve product details. A downloadable Excel file is also available for users who want a quick solution.

Uploaded by

adel.briggs34
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Excel Easy 

#1 Excel tutorial on the net

Automated Invoice in Excel


This article describes how to automate the generation of invoices in Excel. If you
are in a hurry, simply download the Excel file.
This is what the spreadsheet looks like. If you select a Client nr from the drop-
down list in cell E6, Excel automatically fills in the client information. If you select a
Product nr from one of the drop-down lists in cells A13 through A31, Excel
automatically fills in the product information.

소프트웨어 테스트 - 소프트웨어 산업에 필수


다양한 분야의 전문기업들과 신뢰를 바탕으로 한 파트너십 관계를 구축하고 있습니다. 열기
와이즈스톤티

Clinical Trial Site


Management
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Below we'll explain how we automated the entry of the product information. The
same tricks have been used for the client information.
1. On the Products sheet, type the product information.

2. On the Invoice sheet, select cells A13 through A31.


3. On the Data tab, in the Data Tools group, click Data Validation.

4. In the Allow box, click List.


5. Click in the Source box and select the range A2:A5 on the Products sheet.
6. Manually change the 5 to 1048576 (or any other large number) to include more
cells. Now you can add as many new products as you want.

7. Click OK.
8. Select cell B13 and enter the formula shown below.

Explanation: If cell A13 is empty, the formula returns an empty string. If not, the
VLOOKUP function looks for the Product nr (1001) in the leftmost column of the
range $A:$C (columns A to C) on the Products sheet, and returns the value in the
same row from the second column (col_index_num is set to 2).
9. Select cell C13 and enter the formula shown below.

Explanation: This formula is almost the same as the previous formula. This time it
returns the value in the same row from the third column (col_index_num is set to
3).
10. Select cell E13 and enter the formula shown below.

Explanation: If cell A13 is empty, the formula returns an empty string. If not, it
returns the product of Price and Quantity.
11. To copy the formulas to the other cells, select the range B13:E13 and drag it
down to row 31. Use the Format Painter to restore the formatting.
hecnero
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cnerofl
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Management
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with the #1 platform installed at 18,000
sites.

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Automated Invoice • © 2010-2025


March 2025 Suggestions: FILTER function • Quick Analysis • Wildcards • Loop (VBA) • Split
Cells

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