Hi,
When sending an invoice for work done, I use excel to set up an "installment nota" so that the customer has a complete overview of the amounts that are being paid for this month, in addition to the total accumulated charges since the project started.
So the workbook usually ends up being Page1, Page2, Page3,.... for each month that I send an invoice.
Just as an example, on all the pages, the cell "previously charged" links to the page before. If we're on installment 3 (Page3), then the cell "previously charged" links to the same cell on (Page2).
So every time a new month comes, I copy the entire sheet then go through the cells that were linked to the previous month and change them to the month before.
For example, I am making a new bill which will be month 5.
1. I copy "Page4" and name it "Page5".
2. I go through all the cells that are linked to "Page3" and link them to "Page4".
I then the correct accumulated and "previously charged" amount.
Any suggestions?
When sending an invoice for work done, I use excel to set up an "installment nota" so that the customer has a complete overview of the amounts that are being paid for this month, in addition to the total accumulated charges since the project started.
So the workbook usually ends up being Page1, Page2, Page3,.... for each month that I send an invoice.
Just as an example, on all the pages, the cell "previously charged" links to the page before. If we're on installment 3 (Page3), then the cell "previously charged" links to the same cell on (Page2).
So every time a new month comes, I copy the entire sheet then go through the cells that were linked to the previous month and change them to the month before.
For example, I am making a new bill which will be month 5.
1. I copy "Page4" and name it "Page5".
2. I go through all the cells that are linked to "Page3" and link them to "Page4".
I then the correct accumulated and "previously charged" amount.
Any suggestions?
