
Excel repair plus emailing invoices VBA macro
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Description
Experience Level: Intermediate
Description of excel work: Hi,
Two things to do on an excel spreadsheet;
1. repair/amend an existing macro function on Totals sheet; I have changed the column positions in the sheets from which the data is collected for the Totals sheet. The version to be fixed is called Ledgers PPH version attached. See Ledgers old version to see how it should work.
2. Invoices sheet of Ledgers PPH version; this sheet lists upcoming invoices I need to send to my customers. Currently I manually write down invoice amounts that are ready to send from this sheet, email them to my customers manually and then input them onto the Account Ledger sheet. I want to automate this whole process. Ideally, on the invoices sheet, I will put a tick (or similar) in column G of those invoices when they become reday to be raised. I will then press a SEND button which will send an email to the owner of that particular job (as listed in column H). Once sent the particular row will be deleted from the Invoices sheet and appear in the Accounts Ledger sheet where I can later delete it once the payment is received.
Hopefully this all clear!
Thanks,
George
Extra notes:
Two things to do on an excel spreadsheet;
1. repair/amend an existing macro function on Totals sheet; I have changed the column positions in the sheets from which the data is collected for the Totals sheet. The version to be fixed is called Ledgers PPH version attached. See Ledgers old version to see how it should work.
2. Invoices sheet of Ledgers PPH version; this sheet lists upcoming invoices I need to send to my customers. Currently I manually write down invoice amounts that are ready to send from this sheet, email them to my customers manually and then input them onto the Account Ledger sheet. I want to automate this whole process. Ideally, on the invoices sheet, I will put a tick (or similar) in column G of those invoices when they become reday to be raised. I will then press a SEND button which will send an email to the owner of that particular job (as listed in column H). Once sent the particular row will be deleted from the Invoices sheet and appear in the Accounts Ledger sheet where I can later delete it once the payment is received.
Hopefully this all clear!
Thanks,
George
Extra notes:
George K.
99% (38)Projects Completed
41
Freelancers worked with
34
Projects awarded
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Last project
20 Nov 2025
United Kingdom
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