This very simple macro adds a number to a document and saves with the file name in the format of "inv1.docx", creating a very simple numbering system for invoices.
Step 1: Create a folder on your hard drive. Create a text file named invoice-number.txt in the folder. To begin with 1, leave the file blank.
To start with a specific number, add this to the text file and save, using one less than the desired number.
[InvoiceNumber]
Invoice=140072
Step 2: Open Word then press Alt+F11 to open the VB Editor.
Step 3: Expand Microsoft Word Documents then double click on ThisDocument. Paste the code below into ThisDocument. Change the file paths as needed.
Sub CreateInvoiceNumber()
Invoice = System.PrivateProfileString("C:\Users\user\Documents\a\" & _
"invoice-number.txt", "InvoiceNumber", "Invoice")
If Invoice = "" Then
Invoice = 1
Else
Invoice = Invoice + 1
End If
System.PrivateProfileString("C:\Users\user\Documents\a\" & _
"invoice-number.txt", "InvoiceNumber", "Invoice") = Invoice
' Insert the number in the document
ActiveDocument.Range.InsertBefore Format(Invoice, "#")
ActiveDocument.SaveAs2 FileName:= _
"C:\Users\user\Documents\a\inv" & Format(Invoice, "#") & ".docx" _
, FileFormat:=wdFormatXMLDocument, LockComments:=False, Password:="", _
AddToRecentFiles:=True, WritePassword:="", ReadOnlyRecommended:=False, _
EmbedTrueTypeFonts:=False, SaveNativePictureFormat:=False, SaveFormsData _
:=False, SaveAsAOCELetter:=False, CompatibilityMode:=14
End Sub
Step 4: Run the macro.
To place the number in a specific position (this macro adds at the very beginning of the page), create a bookmark in the template named Invoice then use this code to insert the number:
ActiveDocument.Bookmarks("Invoice").Range.InsertBefore Format(Invoice, "#")
More Information
Function to Create a serial number (from VBOffice.net)
This works for me all up until I try and change the location of the macro. I'm putting it into a table - so I created a bookmark, and added the code where you specified in a comment to another user. and now I just get the error message command failed 🙁 what am I doing wrong.
It doesn't seem to auto advance for me. It just keeps using the same number without changing the number in the text file.
Really great tutorial thank you so much. However, and I apologise if I am doing something silly, how do I get the macro to run automatically when someone using the document tries to save it?
Thank you so much
you'd need to use a before save macro. Something like the macro at the end - but it would run on every save, which may not be what you want. I use a macro that gets the invoice # and saves (it does several things). I added a button to the ribbon that calls a macro that runs several macros: Sub FinalizeInvoice() CreateInvoiceNumber CopyToExcel FinalCleanup ' this does the save End Sub This is an automated macro - but it will run every time the file is saved. Private WithEvents App As Word.Application Private Sub Document_Open() Set App = Word.Application… Read more »
dear
I make a invoice when i open the invoice then number can not changed automatically. I want to change invoice number when i open my invoice document.
Are you using a template? If yes, it should use the next number. If not, you could use an auto start menu to update the number.
I am trying to create a macro for outlook 2016 appointments that would add a number sequentially each time the appointment template was opened. I need to run this under public user so as others open it will give next number. Thank you in adance here is form Sequential Number Here Outside Assignment #: Click here to enter text. Court Reporter Needed: Click here to enter text. Job Type: Click here to enter text. Referral: Click here to enter text. Assignment Date: Click here to enter a date. Contact: Click here to enter text. Time: Click here to enter text.… Read more »
Hi,
Is there a way to create 100 docx file without running the macro again and again and naming them in sequencing order.
Example: docx_1 having 1 as number
docx_2 having 2
docx_3 having 3
All of that without opening and running macro again and again
Yes, you can do things like that - if the docs exist in the folder, you'd change the macro to rename the files in the folder.