#1
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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 |
#2
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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). |
#3
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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
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#4
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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. |
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