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"Perfect" way to organize/create a receipt?

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    "Perfect" way to organize/create a receipt?

    I have made this receipt which I attach and after using it for a while I notice several flaws like being sometimes hard to use vba code in it due to merged cells or, most importantly, the mess that merged cells create: cant organize by date because of merged cells, cant copy one row to another because it says its not the same size (I SWEAR all the columns are the same size and merged the same way).

    I also noticed that other companies organize each receipt in their way so I was wondering how well organized is mine. I want everything to be in its place but I also would like to avoid merged cells and text boxes (i need all the data referenced in cells for code). The most annoying thing in this case is the mailing adress which in some cases is very long and have o use several cells, I use 3 vertically merged in this case.

    What would you change to improve it? How would you get rid of merged cells? The columns in the receipt "concepts" I attach are all needed in that width. In fact I would need one or two more boxes but it didnt fit, I sized all columns very tight because I dont want to lower the text size.

    Thanks you

    receipt.xlsx

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    Re: "Perfect" way to organize/create a receipt?

    @kunkka
    Merged cells are sometimes a headache for calculations, they should be avoided,
    but some times are needed for a nice looking and organized screen / document;
    when it seems to be unavoidable, I use a couple of tricks to override the problem.

    Tell us how do you FILL this recibo:
    .- by hand directly on it?
    .- by means of a user form that uploads the info to it?
    .- somewhere else and transfer the data to it?

    hay una fácil solución.
    Barriers are there for those who don't want to dream

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    Re: "Perfect" way to organize/create a receipt?

    The main problem are the merged cells but as you can see they are merged to make space for the client information. I also dont quite like how I set the own company info and client info, one in front of the other. However I love how I set the NAME on top of the invoice XD.

    I fill the data:
    - the client field is data validated from another sheet (working to get it from another workbook instead), then it autocompletes the fields under it.
    - invoice number is manual (working in progress, its the least priority)
    - invoice date is also a formula that lets me easily enter the date. basically everything needs its own field, if you mean that i could use the same cell for several fields using tabs of spaces, then it cant be.

    Then the receipt itself:
    - date is manual
    - merged cells BCD are manual too.
    - Destino is data validated from another sheet.
    - C is a formula that comes from Destino and Cliente.
    - Importe is a formula that comes from C and Cliente.

    I uploaded the plain blank receipt though, since I just want to reorganize how it looks. I would like to unmerge those, but i dont want to use text boxes and want to look it a bit professional.

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    Re: "Perfect" way to organize/create a receipt?

    You can unmerge the merged cells and use ActiveX textboxes that are linked to cells. These are very different from the textboxes found on the Insert tab. This will allow you to have the text span cells (invisible boxes) and have the results entered into cells behind the textboxes. The borders can be made invisible so the appearance doesn't change much from what you have.

    Here is your workbook using ActiveX text boxes, invisible borders and text limited to a certain number of characters that you can change by going to the Developer tab, Design mode and click on the text box and click on properties.
    Attached Files Attached Files
    Last edited by newdoverman; 10-09-2015 at 03:43 PM.
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    Re: "Perfect" way to organize/create a receipt?

    Quote Originally Posted by newdoverman View Post
    You can unmerge the merged cells and use ActiveX textboxes that are linked to cells. These are very different from the textboxes found on the Insert tab. This will allow you to have the text span cells (invisible boxes) and have the results entered into cells behind the textboxes. The borders can be made invisible so the appearance doesn't change much from what you have.

    Here is your workbook using ActiveX text boxes, invisible borders and text limited to a certain number of characters that you can change by going to the Developer tab, Design mode and click on the text box and click on properties.
    Thanks for you reply. Actually before workout how to solve the cells problem I would like to know how to organize the receipt better. Like I said, the data of the own company and the client. BTW the NAME is actually the name of the company, not NAME: COMPANY. I replaced it with NAME because I didnt wanted to upload personal data.

    Maybe someone could post a receipt that he considers very well or excellent.

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    Re: "Perfect" way to organize/create a receipt?

    There are quite a few invoice templates that come with Excel. These are for the most part well designed. Pick one and change the information to match you and your company.

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    Re: "Perfect" way to organize/create a receipt?

    @ I undertood for your original post that :
    "...I was wondering how well organized is mine. I want everything to be in its place but I also would like to avoid merged cells and text boxes ..."


    If it is so, you can have your nice recibo in the way you like, ready to be seen, printed or sent;
    and have a hidden form, with exactly the same info in it, but with no merged cells nor anything disturbing your calculation and the rest of the work

    If it seems reasonable to you , tell me and I try to help you about the real problem.

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