Saving & Summing Invoice Totals

[B_2]

Hi guys


With all the feedback i have recieved my INVOICE TEMPLATE is looking good. I have TWO final things to sort.

How would i go about calculating how much i have invoiced each month?

&

Apart from saving each INVOICE sheet how would i save the running total for each month?


Regards

 

[PaddyD]

Hi B_2,

Kind of depends on how your data is set up. Care to post back with some info about where the values you want to total are on the psreadsheet, how we know which month they're for etc.

Paddy

 

[royUK]

Hi

Set up a data record possibly in a separate workbook to record details such as date, customer,totals etc. Insert a column and use the Month function. This will identify your invoices according to date. You can then use subtotals or better still set up a Pivot Table to track them

 

[B_2]

Paddy D

My Invoice Sheet is Sheet 1 and i wish to create a record of invoice details in sheet 3.

On my Invoice sheet cell E48 calculates my Invoice Total for each Invoice. Hope you understand this

 

[B_2]

Paddy D forgot to say that i use dates which i enter manually for each INVOICE

 

[PaddyD]

How would i go about calculating how much i have invoiced each month?

Follow RoyUK's advice here if you can & set up a pivot table. With, for example, date as a row & invoice amount as the data, you can group your data by year & month to get monthly totals. (see help file on 'Group and ungroup dates or times in a PivotTable').

Apart from saving each INVOICE sheet how would i save the running total for each month?

still not enough info about how your data is set up...but search this site for "running total" - the results you get back should gicve you a few ideas.

paddy
This message was edited by PaddyD on 2002-09-04 15:11

 

[Aladin Akyurek]

I think VBA is needed here which registers the date and amount of every invoice that is created in a single sheet in order to avoid to keep each invoice as a whole in a separate worksheet.

 

[B_2]

On 2002-09-04 15:16, Aladin Akyurek wrote:
I think VBA is needed here which registers the date and amount of every invoice that is created in a single sheet in order to avoid to keep each invoice as a whole in a separate worksheet.

Can anyone PLEASE HELP MEEEEE with what ALADIN suggests?

Regards

 

[PaddyD]

mostly be way of a bump, but aslso to ask a few questions - what is your invoice sheet called? Where do you want the total stored etc

 

[B_2]

Hi

My Invoice Sheet is called INVOICE TEMPLATE (SHEET 1) and i wish to have the totals stored in SHEET 3 under each Month for e.g.

A1 JAN
A2 FEB
A3 MARCH

and so on