Creating a word template for a customer invoice

B

B Speirs

Hi
Im looking to have a word template that has a reference number made up from a customers name, and the date, also i wanted the document when saved to use that reference number as the filename. Can anyone help me accomplish this.. Thanks..
 
D

Doug Robbins - Word MVP - DELETE UPPERCASE CHARACT

Hi Blair,

If you put the following code into an autonew macro in the template, it
should do what you want.

Dim Message, Title, Default, Customer
Message = "Enter the Customer's Name" ' Set prompt.
Title = "Invoice" ' Set title.
Default = "" ' Set default.
' Display message, title, and default value.
Customer = InputBox(Message, Title, Default)
' Insert the invoice number into the bookmark named "InvoiceNum
ActiveDocument.Bookmarks("InvoiceNum").Range.InsertBefore Customer &
Format(Date, "yyyyMMdd")
' Save the Document with the filename made up of the customer's name and the
date
ActiveDocument.SaveAs Customer & Format(Date, "yyyyMMdd")

The above is pretty basic however, you can do a lot more with a userform -
things like populating a listbox or combobox on the userform with the names
of your customers held in a database, selecting products/services to be
invoiced etc. etc.

See the article “How to create a Userform” at:

http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm


--
Please post any further questions or followup to the newsgroups for the
benefit of others who may be interested. Unsolicited questions forwarded
directly to me will only be answered on a paid consulting basis.
Hope this helps
Doug Robbins - Word MVP
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top