Streamline Your Billing: One-Click Invoice Export to PDF in Excel 🚀

Learn how to automate invoice creation in Excel with a simple template and one-click PDF export. Boost your efficiency today with our VBA & Macros course: https://www.careerprinciples.com/courses/vba-macr...

Streamline Your Billing: One-Click Invoice Export to PDF in Excel 🚀
Kenji Explains
287.3K views • Mar 31, 2024
Streamline Your Billing: One-Click Invoice Export to PDF in Excel 🚀

About this video

Automate Invoices in Excel by creating a template with a PDF export option.
🔥Take our VBA & Macros course: https://www.careerprinciples.com/courses/vba-macros-for-business-automation

🆓 DOWNLOAD Free Excel file for this video: https://careerprinciples.myflodesk.com/usq47c70g9

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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👉 Excel for Business & Finance Course: https://www.careerprinciples.com/courses/excel-for-business-finance
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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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Video Information

Views

287.3K

Likes

5.6K

Duration

15:09

Published

Mar 31, 2024

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