Creating Monthly Invoices

NidwaldenBeck

New Member
Joined
May 10, 2017
Messages
2
Hi. I'm hoping someone can help, I'm not sure of the best approach to take.
I have a large table with a column for each person and a row for each day of the year. Each cell in the table contains the cost of that person for that day.
I would like to set up a separate worksheet that will be the monthly invoice. On the invoice sheet I am using a list validation cell. Once the name is selected in that cell I want the price for each day of the month for that person to automatically populate.
I can't figure out how to fill the cell based on the name and date.
Please can you help? :-)
 

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How is the worksheet with the names structured? You say it has cost for each person for the year. Is there a date field for each row? Where is said date field in relation to the other columns? I would personally insert a header row with a sumif to sum that column for the month in question, then use index/match/match on the invoice sheet to return the summed amount. But I would need to know how you determine dates. Do you have a cell anywhere that has a date telling you which month you want invoiced?
 
Upvote 0
How is the worksheet with the names structured? You say it has cost for each person for the year. Is there a date field for each row? Where is said date field in relation to the other columns? I would personally insert a header row with a sumif to sum that column for the month in question, then use index/match/match on the invoice sheet to return the summed amount. But I would need to know how you determine dates. Do you have a cell anywhere that has a date telling you which month you want invoiced?

Hi Joshman,
Thanks for your response. The table is structured like this:
---------------------------
------ John - Wendy - Sarah
1 Jan - 20€ - 10€ - 25€
2 Jan - 15€ - 5€ - 15€
3 Jan - 30€ - 20€ - 45€
-----------------------------
The invoice is for a childcare place, I need to be able to create each month an invoice per person that shows the detail of the fee for each day and also sums any extras in before the total:
-----------------------------
Invoice for [John] for January.
1 Jan - 2 Jan - 3 Jan
20€ - 15€ - 30€
Extra - breakfast 5€
Total 70€
-----------------------------
The format of the tables doesn't matter too much, I can change that if really necessary.
I'm trying to do a template invoice that allows the name to be picked from a list. Then it will look up the price for John on the 1st of January and fill in the cell.
Would index/match/match work? Ideas are really appreciated.
 
Upvote 0
You are really asking for a few things at once. If you can upload the file I can give it a go but it's hard to really advise without seeing it.
 
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