Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 04-29-2018, 12:05 PM
Ollie238 Ollie238 is offline Linking Invoices to spread sheet Windows 10 Linking Invoices to spread sheet Office 2016
Novice
Linking Invoices to spread sheet
 
Join Date: Apr 2018
Posts: 1
Ollie238 is on a distinguished road
Default Linking Invoices to spread sheet


Hi I'm not brilliant with computers but can do a little bit. Was hoping that someone could help me. I have an excel invoice template that a friend has made me. (Trying to make myself a bit more professional). I want to link the total from every invoice i produce to another spread sheet so i have a total of my incoming. I have done a bit with excel but just basics. I am hoping someone can explain how to do this in layman terms please. Many thanks Ollie
Reply With Quote
  #2  
Old 04-30-2018, 12:59 AM
ArviLaanemets ArviLaanemets is offline Linking Invoices to spread sheet Windows 8 Linking Invoices to spread sheet Office 2016
Expert
 
Join Date: May 2017
Posts: 873
ArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud ofArviLaanemets has much to be proud of
Default

How to do it, and how easy/difficult is to do it, depends on your source data.

when you have a sheet e.g. Invoices, where you have a table with a row for every invoice, and a sheet e.g. InvoiceRows, where you enter every invoice row info as separate row (and then you have a report sheet, where you select an invoice number, and the report is filled with invoice data which you can print out or print to PDF-file), then it is easy. More than that - you can have on sheet Invoices a calculated column which calculates invoice totals from sheet InvoiceRows. And you can have reports to for monthly/yearly sales, or for sales by articles, etc.

when you have a template where you enter certain invoice data in design for printout, and mayby every invoice on separate sheet or as separate file, then it is possible, but I thing the result is not worth the work you will have (not only designing the summary table, but also updating the design continuously).
Reply With Quote
  #3  
Old 04-30-2018, 08:17 AM
Pecoflyer's Avatar
Pecoflyer Pecoflyer is offline Linking Invoices to spread sheet Windows 7 64bit Linking Invoices to spread sheet Office 2010 64bit
Expert
 
Join Date: Nov 2011
Location: Brussels Belgium
Posts: 2,779
Pecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant futurePecoflyer has a brilliant future
Default

Hi
I would rather use Excel as data source and the Word mail merge functionality to print the invoices.
I've lost contact with those tools ( but there are very good MVP's on this board), but I suppose you can mark the record to be invoiced somewhere and use that mark as a reference in a dynamic Pivot Table, which will give you lots of information
__________________
Did you know you can thank someone who helped you? Click on the tiny scale in the right upper hand corner of your helper's post
Reply With Quote
  #4  
Old 04-30-2018, 08:21 AM
Logit Logit is offline Linking Invoices to spread sheet Windows 10 Linking Invoices to spread sheet Office 2007
Expert
 
Join Date: Jan 2017
Posts: 533
Logit is a jewel in the roughLogit is a jewel in the roughLogit is a jewel in the rough
Default

.
Any answer will require an example of your Invoice posted here for review. That will provide needed information re: location of TOTAL, CUSTOMER NAME, etc.
Reply With Quote
Reply



Similar Threads
Thread Thread Starter Forum Replies Last Post
Linking Invoices to spread sheet Data from a specific row in a spread sheet into a form JohnnySTI Excel Programming 13 01-24-2018 01:20 PM
Linking Invoices to spread sheet Simple Spread Sheet TThomas Excel 1 04-07-2016 09:01 PM
Linking Invoices to spread sheet Using combobox to pass data from an Excel spread sheet to text boxes on userform Stewie840 Word VBA 14 12-17-2015 10:13 PM
changing the spread sheet location on embeded pie chart otuatail PowerPoint 1 03-04-2014 07:20 AM
Condensing a spread sheet hawkeyefxr Excel 4 08-22-2012 05:17 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 02:06 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft