Invoice template with dependent drop down lists
Author: Oscar Cronquist Article last updated on January 07, 2019
This article demonstrates a basic invoice template I created. It lets you use dropdown lists to quickly select products on a price list. You can easily add/remove data on "price list" sheet.
Features
- Formula calculates totals
- Find products easily with dependent drop down lists
- Drop down lists contain unique items based on selected category, no duplicates
- Ranges expand when new data is added to the price list
How to use invoice template
- Specify quantity in column B (B16:B38)
- Select a category in column C, these are cells containing unique distinct category values from sheet "price_list".
- Select an Item in column E, these are cells containing dependent drop down lists populated with values from sheet "price_list" based on category in column C.
- The amount in column H is calculated automatically based on the selected value in column C and the specified quantity in column B.
- Select a product and the formula calculates the total price.
How to copy dependent drop down lists
- Select a cell containing drop-down list
- Copy cell
- Press with right mouse button on on new cell
- Press with left mouse button on "Paste Special..."
- Press with left mouse button on "Validation"
- Press with left mouse button on OK!
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13 Responses to “Invoice template with dependent drop down lists”
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HI Oscar
This template would work well for me,however I'm using Excel 2010. For the life of me I cannot get the template to calculate the amount of new items added to the data sheet. Replacing the existing items with my item names doesn't seem to work well either. i.e. I replace all the pen category and descriptions with "my" items and the template calculates the amount for 2 of 3 items replaced. None of which makes sense...I have not monkeyed with the lookup or index formulas.
thanks
dale,
For the life of me I cannot get the template to calculate the amount of new items added to the data sheet. Replacing the existing items with my item names doesn't seem to work well either. i.e. I replace all the pen category and descriptions with "my" items and the template calculates the amount for 2 of 3 items replaced.
There is only a formula in the two first cells in the Amount column.
1. Select cell H17
2. Copy (Ctrl + c)
3. Select cell range H18:H38.
3. Paste (Ctrl + v)
You have to do the same with the drop down lists in cell C16:E16. Copy/Paste drop down lists.
Remove #N/A
The formula in cell H17 becomes:
=IFERROR(VLOOKUP(E17,vlookuptable,2)*B17,"")
Thanks for your comment!
First of all, thanks for sharing this file, it saved me a lot of time.
It did take some time to get it working for me however.
I tried to enter about 50 new products, with 12 new categories, and had to do the following things to get it working:(Excel 2007)
1. On Tab Invoice, H16, I had to enable exact matching with the vlookup. Change formula FROM:
=VLOOKUP(E16;vlookuptable;2)*B16 to =VLOOKUP(E16;vlookuptable;2;FALSE)*B16
And extended the range down.
2. I had to enable extra categories by extending the range down on Tab Calculation, A3 downward.
After these adjustments, it worked great!
Michel Jilderda,
Thank you for sharing!
I love the way this is set up but I'm brain dead when it comes to Excel drop downs. Is there a way to formulate that it will list the item but then not 'show' the amount out from it. I want to make it so the 'item' multiplies based on a guest count and does a running total at the end....I don't know if that's even possible. Thanks for your help!
Kim,
Can you provide an example?
Hi,
Thanks a lot for the file. Saved so much time and effort!
I have say about a 1000 products. When it comes to the Sheet 'Data' only the first 7 entries are visible as drop down selections in the Sheet 'Invoice'. What can be done?
Thank you so much Mr.Oscar.
This example can be reviewed for the example of the advanced invoice that made with excel userforms and userform items :https://youtu.be/Qr-4of-38DI
Hi Oscar,
I send my excel problem but there is no response from your side. if you have another email so please give me. I uploaded my excel problem through this website.
MAJID
Majid Siddique
I have sent an email to you.
Hi Oscar,
thank you very much for the template, i am trying to add another column to the invoice showing the delivery date per item but it is not working
appreciate your help
how to created invoice no search option
Hi Oscar!
Thank you for sharing this.
How do you get the value in sheet"calculation" in column D? (Pens/Pencil)
When select in 'Invoice' in column D, you put the value of column C in the sheet calculation?
Can you explain how you do that? Can't see any formula or vba code for that.
Thank you for your time!