Creation of an Excel system for generating and printing invoices
45 USD 1. General Description
It is necessary to create a system in Excel for quick generation of invoices.
I manually enter order data (from Viber), the contractor is selected from a list, Excel automatically pulls in their prices and quickly generates an invoice based on my template (I provide a photo).
Then I save each invoice, and it goes into the order history.
Everything must work quickly, without glitches, without macros that need to be confirmed daily (everything should be stable).
2. System Composition (Excel Sheets)
2.1. Sheet “Contractors”
Must contain a table with the following data:
- Store Name
- Address
- Contact Person / Phone
- Price Type (standard / individual)
- Individual prices for each item (if any)
There must be the ability to:
- add new contractors,
- edit,
- delete.
2.2. Sheet “Products”
Table:
- Name
- Weight
- Standard Price
- Code (if necessary)
Ability to:
- add a new product,
- edit prices,
- delete a product.
2.3. Sheet “Invoice (Form)”
This is a working form where I enter orders.
Functionality:
- Select a contractor from the list.
- Automatic filling of address, phone, price type.
- Automatic filling of prices (standard or individual).
- Entering the quantity of products next to the items.
- Automatic calculation of totals and grand total.
- Automatic calculation of “Amount in words”.
- Automatic assignment of invoice number.
- Date is entered manually once and remains until I change it myself.
After entering all data — button:
“Save Invoice”
After pressing:
- the order is recorded in the “History” sheet,
- the invoice number increases (+1),
- the form is cleared for the next order.
2.4. Sheet “History”
All created invoices are recorded:
- invoice number
- date
- contractor
- list of products and quantities
- total amount
- prices that were applied
- time of saving
Ability to:
- view
- filter
- edit from history (if necessary)
Creating an Excel system for generating and printing invoices
Must include:
- current invoice number (counter)
- last date, set manually
- service tables for formula/macro operations
3. Invoice Numbering Logic
Everything is as simple as possible:
- Date — set manually and remains until I change it myself.
- Invoice number — automatically pulled in:
- first = №1
- second = №2
- third = №3
… and so on.
The counter depends only on the number of invoices I have created consecutively.
4. Invoice Template (Important)
It is necessary to create a printed form of the invoice identical to my paper form.
I provide a photo.
Mandatory:
- preserve all frames, margins, structure
- preserve the appearance 1 to 1
- leave space for the logo
- print in the format:
A4 file, where the upper half is the original, and the lower half is a duplicate (template repeat)
that is, two identical A5 on one A4 sheet.
5. Printing
After completing the formation, all invoices should be printed in batches:
- 50–70 invoices at a time
- each — A4 with two copies of A5
- so that I can simply cut the sheet in half after printing
Work results
Client's review of cooperation with Dmitry B.
Creation of an Excel system for generating and printing invoicesThe performer worked at an absolutely top level. They understood the task correctly, clarified important details, and proposed solutions that I hadn't even thought of. The work was done quickly, with quality, and with full immersion in the task.
The result exceeded my expectations - a noticeable professional approach, attention to detail, and a genuine desire to make it perfect. Communication was excellent - always available, polite, to the point, without unnecessary information.
I sincerely recommend this specialist. It is a rare case when I want to give the highest rating and return with new projects!
Freelancer's review of cooperation with Nazar Ptashnik
Creation of an Excel system for generating and printing invoicesI am very pleased to leave a positive review about working with the client Nazar. It was very comfortable and professional to work with him — a rare case where the technical assignment is formulated so clearly, logically, and adequately thought out for real working processes.
Firstly, Nazar described the entire logic of the future system in detail in advance: a manually fixed date, sequential numbering of invoices without unnecessary conditions, the use of service tables — everything is presented clearly and without ambiguities. Thanks to this approach, I was able to dive into the task immediately and start working without additional clarifications.
Secondly, I was particularly pleased with Nazar's attention to detail. The requirements for the invoice template were outlined as clearly as possible: the need to maintain the appearance of the document "exactly as is" according to the provided paper sample, to consider all margins and fields, to leave space for a logo, and to implement printing as two identical A5 on one A4 sheet. Such a level of specificity greatly simplifies development and avoids typical disputes about design.
I would like to note that Nazar has a great understanding of the technical side of printed forms and mass printing processes. The task of batch printing 50–70 invoices in a row was described with consideration of the real working process: a minimum of manual actions, everything organized for quick cutting and use. This is an excellent example of a client who clearly understands the end goal and formulates it in precise terms.
Communication throughout the project was quick, polite, and constructive. Nazar always responded promptly to questions, provided comprehensive explanations, and did not change requirements during the process — which is especially valuable in our field.
I recommend Nazar as a client with whom it is truly pleasant and effective to work. If you come across his project — feel free to take it on, you will receive maximum comfort and professional interaction!
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1 day67 USD
1762 19 0 1 1 day67 USD
Hello!
We are working on the development of software, websites, automation systems, and more.
We accept projects for development "from scratch" as well as for technical refinement.
We work with a wide stack: WordPress, Opencart, Shopify, WIX, Python, JavaScript, C++, C#, Unity 3D, SQL, MSSQL, WPF, WinForms.
We have practical experience in:
– system and application programming
– business process automation
… – information security
– technical project management
After project delivery, we provide free technical support for 14 days.
We work quickly, clearly, and results-oriented.
We look forward to collaborating!
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2 days42 USD
308 1 0 2 days42 USD
Good day!
I am ready to help with the creation of a system for quick invoice generation. I have extensive experience working with Excel, including writing macros in VBA (as mentioned in other reviews, it will not be possible to implement the functionality you need without them).
I will do it with quality, according to your specifications. Feel free to reach out!
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1 day445 USD
8150 63 1 1 day445 USD
Good day,
I am ready to complete your project for creating a system for quick invoice generation in Excel. Your requirements for automating the data entry process from Viber, selecting the counterparty, automatically generating and saving invoices in history look interesting.
My rate is $16 per hour. To start working, I need to familiarize myself in more detail with the scope and requirements of the project.
Hoping for cooperation,
Arthur
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2 days45 USD
656 9 0 2 days45 USD
Good day, Nazar!
Overall, the task is clear, but for an accurate response regarding the deadlines and price, I would like to clarify some questions that arose after analyzing your task.
Please write in private messages – we will discuss the details and your wishes.
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4 days67 USD
2854 72 0 4 days67 USD
Hello!
I have been working with formulas since 2008, and with VBA-Excel (macros) since 2011.
My priorities are optimizing calculations and user convenience.
It is unrealistic to complete all tasks without programming. If only using built-in tools, the functionality will be limited. With the use of VBA, everything will be fast, convenient, and error-free.
Write to me, I will show examples of similar completed projects. Let's communicate and get it done.
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3 days45 USD
567 28 2 3 days45 USD
Good day! I have experience in completing similar tasks, I can perform them promptly. Write to me, we will communicate, clarify some questions, and get it done.
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3 days67 USD
986 12 1 3 days67 USD
I am ready to promptly and qualitatively fulfill your order. I have experience working with similar projects, always adhere to deadlines and technical specifications. I will be happy to collaborate!
But it won't be possible to do it without macros. You want buttons and also the amount written out in words is a macro.
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3 days45 USD
2242 35 0 3 days45 USD
Good day. I am ready to help complete it. I have professional experience and similar projects in my portfolio. I will propose the optimal technical solution. Feel free to reach out.
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Як воно має працювати без макросів,якщо у вас конкретний запит на кнопку "зберегти накладну"? Ви думаєте в ексель є вбудовані кнопки?
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Гляньте програму УкрСклад. Ціна як Ви вказали, але функціонал значно більший.
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