1. S

    Excel Customer List to Word Offer and Invoice template, with unique invoice number list and buttons to create

    Hi Excel Experts, I'm coming to you with a question, I'm helping out my friend with digitalizing their tools for their business, starting with a customer list, so they can use the details later for mailings, (now everything is on paper and in the word templates, so they don't have a nice...
  2. H

    Losing my mind over this. Is my assignment incorrect or do I just not know what I'm doing? (regarding utility invoices & calendarizing data)

    I need to calculate the total # of calls, texts, & emails facilitated on a company's network each month from Jan 16 - Jan 17. The issue: the data set given to me only contains Summary invoices, which show total volumes grouped by the type of usage over each individual invoice term. Since...
  3. M

    Excel Check Employee Rates

    Hello! I have a spreadsheet I use for creating invoices for our clients. We have formulas that calculate the raw rate (showing employees rate before any profit multipliers are applied) for each line. This is part of our checks and balances process for our client, as they look at the rates for...
  4. L

    Finding the first week when a whole value can be taken i.e. a credit is lower than the total invoice value by customer- MAX, MODE, INDEX

    Afternoon, In the below example I am trying to work out in what week the credit can be taken, based on the total invoice value (by customer) exceeding the credit value. I have tried variations of MODE, MAX and INDEX but no success. any suggestions would be greatly received. :)
  5. T

    Need a way to create invoice numbers automatically

    Hey needing a way for my company to use the invoice we have created and create a bunch of copies of it and give it its own unique invoice number. The cell the invoice number will be in is I4 i would like it to save each copy as the same name as the invoice number, if thats possible. Or at least...
  6. P

    How to print multiple invoices with unique invoice numbers in one click?

    I want to print multiple copies and have a unique invoice number on each page printed in cell P4. I don't want to just send it to the printer as individual print jobs. I would like to send it to print as a pdf in a single 100 page document or if not a pdf then just as a multiple page document...
  7. T

    Delete only unused related records in another table

    I have used Excel for many years, but am new to Access! I am creating a database on which to log invoices received and track progress with authorisation, disputes, etc. through to eventual payment. As each invoice could have multiple progress updates relating to it, and each progress update...
  8. A

    Sequential numbering of unique values in multiple columns

    I am hoping to find a formula to automatically number a large amount of data. I need to send individual invoices to each vendor and the transactions need to be grouped by date and listed on separate lines. I have a column with the invoice identifiers and a column with the transaction dates. I...
  9. S

    Formatting Inconsistent Source Data

    I'm trying to solve a problem to automate the formatting of some inconsistent source data we download daily for a partner. The source data is formatted like below. For the all lines we need to pull data into a simplified table. Ex. first line we need to pull the invoice # (11753195), Vendor...
  10. tourless

    Where to Start?

    Hi Folks, Been a while... Anyway I'm looking at a simple list of all active customers and all their invoices. I've got three columns; Name, Invoice Date, and Invoice Amount. I'm looking for a way to say 'if the customer has invoices prior to 2019 then ignore them and move on to the next...
  11. B

    VBA - Merge multiple files to one sheet

    Hi everyone, thanks for the help on previous questions and the continued support. I have written some VBA to export some invoice to load in to sage but now need to combine the days exports in to one sheet to upload. Each export contains a sheet with a header row (A1:AI1) then a list of lines...
  12. C

    Formula issue - mortgage/installment plan

    Hi, Please see the picture linked to below and open it in a separate tab to zoom it: I am trying to create a formula to use in O2:Z2 (blue cells). I want it to do the following: Look for invoices in C3:N3, if true, then divide it by number of mortgage months in B3...
  13. R

    Sumproduct with Index / Match or Vlookup not returning array

    Hello – Similar to challenges others have described here, I’m having troubles with using Vlookup Index/Match along with Sumproduct. Those two functions don’t want to return an array in my formula. Scenario: I have an invoice table with an Invoice #, Item Code, Sales Price, and Quantity. Each...
  14. P

    Convert duplicate number / reference unique if is 8 or less digits

    All hi, Kindly require to provide me a support so that a VBA code to run through col. “C” and where the first 8 digits and less from left side are common, should place by alphabetical method a letter and space on left. Note that the first common number/reference should remain unaffected and...
  15. I

    only one code executes after i merged two codes together

    Morning, I have merged two codes together but the seocnd part of the code does not execute / run I press my PRINT 1 INVOICE BUTTON on my worksheet. The invoice is then printed. I see the msgbox CLEAR INVOICE AFTER PRINTING. I press the OK button but after the msgbox is closed then this is...
  16. S

    WordArt Under (behind) text

    Hi all, Is it possible to have WordArt, or picture under entries in work sheet range, for example let say we have invoice data & behind it we can see WordArt saying "COPY" ? Thank you in advance
  17. T

    Complicated formula or macro need to add new sale into correct invoice?

    Hi Everyone, hope you can help I need a formula or macro to add new sales to existing sales invoices. we have clients that p[lace orders and pay over 16 instalmentsand offten add new items to the first order When we get and order an invioce schedule is created with dates and amounts due...
  18. M

    Dynamic ListBox for an invoice

    Hello Everybody, I woud lile your help on some issues i'm facing when i try to populate a combobox from a specific range based on a certain condition. Below is a listbox i created that provides the summary of all the invoices registered (see image below as an example): When i select an i...
  19. C

    Searching for information and then returning that info.

    Each day I get in a bank statement, and on there I need to search within the reference column for specific text in the form of invoice numbers. but to get around the fact the invoice numbers and letters are different, I want to make a table with these values in, but have wildcards in between...
  20. T

    Macro to find blank cells, and then cut the entire row to paste elsewhere

    Hi all, My basic requirement is this: I have a table of data that has been through some processing already. In it, there will be rows where a certain column, labelled "Invoice" will be blank. In those cases, I want to cut the whole row, and then paste it underneath the table in a new row. I...

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