Hello,
I don't post frequently to this board and I have limited VBA knowledge. I have an Excel file I use to bill customers with. I am using some code I saw on these forums to automatically generate an email from Excel with a PDF of the invoice. I have that working now over the last day or so but am now stuck.
I need to update the attached code from the Excel workbook code in the following ways:
* I need the date in the subject line to show the full month only. Now it shows the date in mm/dd/yyyy.
* I need to adjust the code to include a greeting, a body, and a signature line for my name and business name in the body of the email.
* I also need a button to run the macro from each sheet. I added one and it worked but the button disappears after the macro runs and comes back after reopening.
All help is appreciated. I am sorry but I can't post the file to the forum for some reason.
Tim
Option Explicit
Sub create_and_email_pdf()
' Author - Philip Treacy :: http://www.linkedin.com/in/philiptreacy
' http://www.MyOnlineTrainingHub.com/vba-to-create-pdf-from-excel-worksheet-then-email-it-with-outlook
' Date - 14 Oct 2013
' Create a PDF from the current sheet and email it as an attachment through Outlook
Dim EmailSubject As String, EmailSignature As String
Dim CurrentMonth As String, DestFolder As String, PDFFile As String
Dim Email_To As String, Email_CC As String, Email_BCC As String
Dim OpenPDFAfterCreating As Boolean, AlwaysOverwritePDF As Boolean, DisplayEmail As Boolean
Dim OverwritePDF As VbMsgBoxResult
Dim OutlookApp As Object, OutlookMail As Object
CurrentMonth = ActiveSheet.Range("R15")
' *****************************************************
' ***** You Can Change These Variables *********
EmailSubject = "Executive Motorcoach Storage Invoice Due " 'Change this to change the subject of the email. The current month is added to end of subj line
OpenPDFAfterCreating = False 'Change this if you want to open the PDF after creating it : TRUE or FALSE
AlwaysOverwritePDF = True 'Change this if you always want to overwrite a PDF that already exists :TRUE or FALSE
DisplayEmail = True 'Change this if you don't want to display the email before sending. Note, you must have a TO email address specified for this to work
Email_To = ActiveSheet.Range("B15") 'Change this if you want to specify To email e.g. ActiveSheet.Range("H1") to get email from cell H1
Email_CC = "email@yahoo.com"
Email_BCC = ""
' ******************************************************
'Prompt for file destination
' With Application.FileDialog(msoFileDialogFolderPicker)
'
' If .Show = True Then
'
' DestFolder = .SelectedItems(1)
'
' Else
'
' MsgBox "You must specify a folder to save the PDF into." & vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Must Specify Destination Folder"
'
' Exit Sub
'
' End If
'
' End With
DestFolder = ThisWorkbook.Path & Application.PathSeparator & "PDF Folder"
If Len(Dir$(DestFolder, vbDirectory)) = 0 Then MkDir DestFolder
'Current month/year stored in R15 (this is a merged cell)
'CurrentMonth = Mid(ActiveSheet.Range("R15").Value, InStr(1, ActiveSheet.Range("R15").Value, " ") + 1)
'Create new PDF file name including path and file extension
PDFFile = DestFolder & Application.PathSeparator & ActiveSheet.Name _
& ".pdf"
'If the PDF already exists
If Len(Dir(PDFFile)) > 0 Then
If AlwaysOverwritePDF = False Then
OverwritePDF = MsgBox(PDFFile & " already exists." & vbCrLf & vbCrLf & "Do you want to overwrite it?", vbYesNo + vbQuestion, "File Exists")
On Error Resume Next
'If you want to overwrite the file then delete the current one
If OverwritePDF = vbYes Then
Kill PDFFile
Else
MsgBox "OK then, if you don't overwrite the existing PDF, I can't continue." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Exiting Macro"
Exit Sub
End If
Else
On Error Resume Next
Kill PDFFile
End If
If Err.Number <> 0 Then
MsgBox "Unable to delete existing file. Please make sure the file is not open or write protected." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Unable to Delete File"
Exit Sub
End If
End If
'Create the PDF
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
:=False, OpenAfterPublish:=OpenPDFAfterCreating
'Create an Outlook object and new mail message
Set OutlookApp = CreateObject("Outlook.Application")
Set OutlookMail = OutlookApp.CreateItem(0)
'Display email and specify To, Subject, etc
With OutlookMail
.Display
.To = Email_To
.CC = Email_CC
.BCC = Email_BCC
.Subject = EmailSubject & CurrentMonth
.Attachments.Add PDFFile
If DisplayEmail = False Then
.Send
End If
End With
End Sub
I don't post frequently to this board and I have limited VBA knowledge. I have an Excel file I use to bill customers with. I am using some code I saw on these forums to automatically generate an email from Excel with a PDF of the invoice. I have that working now over the last day or so but am now stuck.
I need to update the attached code from the Excel workbook code in the following ways:
* I need the date in the subject line to show the full month only. Now it shows the date in mm/dd/yyyy.
* I need to adjust the code to include a greeting, a body, and a signature line for my name and business name in the body of the email.
* I also need a button to run the macro from each sheet. I added one and it worked but the button disappears after the macro runs and comes back after reopening.
All help is appreciated. I am sorry but I can't post the file to the forum for some reason.
Tim
Option Explicit
Sub create_and_email_pdf()
' Author - Philip Treacy :: http://www.linkedin.com/in/philiptreacy
' http://www.MyOnlineTrainingHub.com/vba-to-create-pdf-from-excel-worksheet-then-email-it-with-outlook
' Date - 14 Oct 2013
' Create a PDF from the current sheet and email it as an attachment through Outlook
Dim EmailSubject As String, EmailSignature As String
Dim CurrentMonth As String, DestFolder As String, PDFFile As String
Dim Email_To As String, Email_CC As String, Email_BCC As String
Dim OpenPDFAfterCreating As Boolean, AlwaysOverwritePDF As Boolean, DisplayEmail As Boolean
Dim OverwritePDF As VbMsgBoxResult
Dim OutlookApp As Object, OutlookMail As Object
CurrentMonth = ActiveSheet.Range("R15")
' *****************************************************
' ***** You Can Change These Variables *********
EmailSubject = "Executive Motorcoach Storage Invoice Due " 'Change this to change the subject of the email. The current month is added to end of subj line
OpenPDFAfterCreating = False 'Change this if you want to open the PDF after creating it : TRUE or FALSE
AlwaysOverwritePDF = True 'Change this if you always want to overwrite a PDF that already exists :TRUE or FALSE
DisplayEmail = True 'Change this if you don't want to display the email before sending. Note, you must have a TO email address specified for this to work
Email_To = ActiveSheet.Range("B15") 'Change this if you want to specify To email e.g. ActiveSheet.Range("H1") to get email from cell H1
Email_CC = "email@yahoo.com"
Email_BCC = ""
' ******************************************************
'Prompt for file destination
' With Application.FileDialog(msoFileDialogFolderPicker)
'
' If .Show = True Then
'
' DestFolder = .SelectedItems(1)
'
' Else
'
' MsgBox "You must specify a folder to save the PDF into." & vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Must Specify Destination Folder"
'
' Exit Sub
'
' End If
'
' End With
DestFolder = ThisWorkbook.Path & Application.PathSeparator & "PDF Folder"
If Len(Dir$(DestFolder, vbDirectory)) = 0 Then MkDir DestFolder
'Current month/year stored in R15 (this is a merged cell)
'CurrentMonth = Mid(ActiveSheet.Range("R15").Value, InStr(1, ActiveSheet.Range("R15").Value, " ") + 1)
'Create new PDF file name including path and file extension
PDFFile = DestFolder & Application.PathSeparator & ActiveSheet.Name _
& ".pdf"
'If the PDF already exists
If Len(Dir(PDFFile)) > 0 Then
If AlwaysOverwritePDF = False Then
OverwritePDF = MsgBox(PDFFile & " already exists." & vbCrLf & vbCrLf & "Do you want to overwrite it?", vbYesNo + vbQuestion, "File Exists")
On Error Resume Next
'If you want to overwrite the file then delete the current one
If OverwritePDF = vbYes Then
Kill PDFFile
Else
MsgBox "OK then, if you don't overwrite the existing PDF, I can't continue." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Exiting Macro"
Exit Sub
End If
Else
On Error Resume Next
Kill PDFFile
End If
If Err.Number <> 0 Then
MsgBox "Unable to delete existing file. Please make sure the file is not open or write protected." _
& vbCrLf & vbCrLf & "Press OK to exit this macro.", vbCritical, "Unable to Delete File"
Exit Sub
End If
End If
'Create the PDF
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, Filename:=PDFFile, Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
:=False, OpenAfterPublish:=OpenPDFAfterCreating
'Create an Outlook object and new mail message
Set OutlookApp = CreateObject("Outlook.Application")
Set OutlookMail = OutlookApp.CreateItem(0)
'Display email and specify To, Subject, etc
With OutlookMail
.Display
.To = Email_To
.CC = Email_CC
.BCC = Email_BCC
.Subject = EmailSubject & CurrentMonth
.Attachments.Add PDFFile
If DisplayEmail = False Then
.Send
End If
End With
End Sub
