Excel-Outlook Invoice Automation
Budget: $250 – $750 CAD
Every Friday I compile one master workbook that lists every job completed that week—unit numbers, sheet counts, client code, job site, rate and totals are all there. I want a single-click solution that takes that log and, for each unique client and project, does the following without altering any of my existing templates or formulas:
• Opens the correct invoice template already stored in my system
• Pulls the next invoice number from my running log, adds the current Sunday–Saturday service period, and drops in the job details and totals exactly where they belong
• Exports the finished sheet as a PDF, saving it automatically using the pattern InvoiceNumber_ClientName in the appro
• Adds a new line to the master invoice log confirming number, client, amount, date and file path.
• Creates an Outlook draft addressed to the client's billing address, attaches the PDF and includes a brief message so all I have to do is review and hit Send.
The macro or script must run on Windows with Microsoft Excel and Outlook; I’m happy with either Python or pure VBA—whichever is most reliable within the Office environment. Deliverables are:
1. The working code packaged for easy deployment (add-in, XLSM or standalone script with clear path settings)
2. A short step-by-step guide so anyone on my team can run or modify it in the future
3. A quick test using sample data to show PDFs generated, log updated and Outlook drafts queued correctly
If this is something you can build cleanly and document well, I’m ready to get started right away.
• Opens the correct invoice template already stored in my system
• Pulls the next invoice number from my running log, adds the current Sunday–Saturday service period, and drops in the job details and totals exactly where they belong
• Exports the finished sheet as a PDF, saving it automatically using the pattern InvoiceNumber_ClientName in the appro
• Adds a new line to the master invoice log confirming number, client, amount, date and file path.
• Creates an Outlook draft addressed to the client's billing address, attaches the PDF and includes a brief message so all I have to do is review and hit Send.
The macro or script must run on Windows with Microsoft Excel and Outlook; I’m happy with either Python or pure VBA—whichever is most reliable within the Office environment. Deliverables are:
1. The working code packaged for easy deployment (add-in, XLSM or standalone script with clear path settings)
2. A short step-by-step guide so anyone on my team can run or modify it in the future
3. A quick test using sample data to show PDFs generated, log updated and Outlook drafts queued correctly
If this is something you can build cleanly and document well, I’m ready to get started right away.