How to save PDF file with one click

One dots of our productivity theory is Speed-Up, what we mean is to find a solution for repetitive task.

Think if you have an Excel invoicing template and you need to save each invoice in PDF format with a specific name in a particular folder. What will you do to don't lose time saving a new invoice??

Today we will show you how to save PDF files with one click on Microsoft Excel using Macro:

1- Adding the developer tab:

Go to Excel options - Customize Ribbon and add the Developer Tab:

2- Adding "save to pdf" Module:

 Go to DEVELOPER TAB - Click on Visual Basic Editor or Press Alt+F11:

On the left, in the VBA Project, Insert an new module:

3- Some code:

In this example, we will save invoices on a a folder named "Invoices" on c:/.

The files will be named "Invoice number + Customer name + Invoice date"

                                   Range("C8")      + Range("L8")      + Range("L9")

Range("L8"): Customer Name

Range("C8"): Invoice Number

Range("L9"):Invoice Date

Now past the following code (Feel free to change the PDF name format by changing the Text in bold): 

Sub save_PDF()

Dim file_name As String

file_name = Range("L8").Value & " " & Range("C8").Value & Format(Now(), "dd-mm-yyyy")

ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:="C:\Invoices\" & file_name _

    , Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _

    :=False, OpenAfterPublish:=True

End Sub

4- Adding the button:

Go to Developer Tab, Insert, Button

Excel will ask you if you like to assign a Macro to it - Select "Save_PDF" and click OK.

5- Each time you will click on this button, you will save the file as PDF on the specific folder.

Speed-UP of our theory is to find every time a solution for repetitive task, also keep in mind REPETITIVE TASK = MONOTONE so NO CREATIVITY