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Customer experience | Sales, Customer Insights,...
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Sequential Numbering on Invoices generated from Word Templates

Posted on by 240

Hello, 

I want to generate invoice from the information on that particular form. I used the word template to create the invoice. I am looking to populate the invoice number field. I want those to be in order and the number should increase based on the number of times the invoice was downloaded. 

How do I achieve a counter on the word template?

Thanks. 

  • Thijs van der Klei Profile Picture
    Thijs van der Klei 780 on at
    RE: Sequential Numbering on Invoices generated from Word Templates

    Hi Aneeqa,

    I wonder what is the user story your solution is based on. Obviously an invoice has an automatically generated invoice number. So far everything available OotB. So you publish the invoice somewhere online and the customer can download the invoice, right? Why is the number of downloads relevant?

    Kind regards,

    Thijs van der Klei

  • Aneeqa Pervaiz Profile Picture
    Aneeqa Pervaiz 240 on at
    RE: Sequential Numbering on Invoices generated from Word Templates

    I created a macro to do the task - that works flawlessly. Below is the snippet.

    pastedimage1597967881649v1.png

    Now, when I save it and re-open it, it runs like it should. However, when I save it as a macro-enabled document, I cannot upload it in CRM. How should I go about it?

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