Calculating Invoices

[B_2]

Hi All, new in town, hoping someone can help me on this problem.


I can create an INVOICE TEMPLATE, but how would one go about creating a TEMPLATE which tracks all the INVOICES sent, and which calculates how much in total has been invoiced for any particular week/month/year?


Regards

 

[Jack in the UK]

can i ask where your at so far?

This might talk some time!

 

[B_2]

Hi Jack

Ive created an INVOICE TEMPLATE for transactions..which calculates the VAT when i INVOICE a customer

 

[Jack in the UK]

OK good start

How do you save the invoices, ie do you want / do you already save each one as an invoice copy?

How do you name these invoices, ie
Inv no:
Customer
Value
Date

Do you do this manually or want VBA to do this. Do you want them in Excel form when saved?

This feed will get VERY long as i chip away for you, and slowly you get somewhere where you want.

Can you help me a bit, how many sheets in the XLT, and what are there tab names?

PS saving the copys of invoices - you do want them saved outside that template so the XLS is the worker doing the magic, all you do is input say user number and than sold items and then we need to make the magic happen from there.

 

[Legacy 7259]

I would suggest that you set up a workbook to summarise the invoices.
Something like the following, but amended to fit your requirements.

Headings :-
Column A - Invoice date
Column B - Invoice nbr.
Column C - Invoice amount
Column D - Week
Column E - Month
Column F - Year

In D2 enter =A2
In D3 enter =IF(WEEKDAY(A3)=1,A3,D2) and fill down as required.
In E2 enter =MONTH(A2) and filldown as required.
In F2 enter =YEAR(A2) and fill down as required.

Initially enter the invoice details manually from the invoices.
Once you have established that the workbook provides what you want and the lay-out is set, a macro can be created to post the invoice details automatically to the summary.

You can sort and then sub-total by the data in columns D, E & F according to your requirements.
Again, once your summary workbook is set up, macros can be created later to sub-total by week and by month and by year
This message was edited by N. Parker, jnr on 2002-08-26 06:35

 

[B_2]

Thanks for the feedback guys,


Jack at the moment i just name the invoices with a number and customer name, do it manually at the moment but would prefer VBA if i knew how to.

I save them in Excel form the rest what u ask i am not sure about as i'm pretty new to
excel.

N PARKER JNR your suggestion also sounds good would it be possible for you to send an example in EXCEL format to the above e-mail addr.

Thanks Again Guys your help has been greatly appreciated

Both You guys can mail me at azy@ntlworld.com to explain or if you can send some examples in EXCEL format

 

[royUK]

Hi

I have sent you a workbook with an invoice form and built in database. You can call up the userform to enter details for saving. You also can build up a database of customers and use an account number to input their details to the form. These databases are all contained in the workbook.
Macros for products will need to be deleted

Hope this helps
This message was edited by royUK on 2002-08-26 11:03

 

[davers5]

royUK--

This sounds very interesting. Where is the built in database in this and what kind of database is it?

Dave S.

 

[mweaver]

Hey RoyUK,

This pretty interesting....
Could I please get a copy of this?

mweaver

 

[royUK]

Hi

It's only a simple Excel database. Click on the relevant buttons to open the database. It's a while since I created it, but I have left some product macros in it to let you see how it works.There are buttons to open the userform to enable dat input to the customer dbase. Play about with it to see how it works.


Mweaver - copy sent
This message was edited by royUK on 2002-08-26 11:39