Invoicing that saves each invoice (details and amounts) to a register?

[KatieB1986]

I want to set up an invoicing system that has a front invoice page, a customer database and an invoice register. So far I have set up vlookup on the main invoice page to pull in details from the customer register but now need to save each invoice for each person to a register. Ideally I would want to be able to type in an invoice number and it pull up the details and invoice financials but not sure where to go with this as I have never done macros.

I feel it must be something excel can do but can't work out where to start. Any help greatly appreciated as my boss wants to get the next batch of invoices out before the end of the month.

TIA

 

[ranman256]

Re: How do you set up invoicing that saves each invoice (details and amounts) to a register?

you really need to look into Microsoft Access. This is the tool you want to use to do what you describe.
Excel is not the greatest tool for this.
I know that cant be dont in the 1 month, but do look into it.

 

[KatieB1986]

Re: How do you set up invoicing that saves each invoice (details and amounts) to a register?

Thanks. Have set up a basic invoice system using a database and VLOOKUP this time but will definately look into Access for the Summer. Haven't used it for years so I think it is going to take a bit of time to get my head round and set up so that others can use it easily.