Credit Control

Space1999

New Member
Joined
Oct 11, 2006
Messages
5
Is there a simple way of identifying unpaid invoices on monthly worskheets in a spreadsheet and then creating a credit control worksheet listing these chronologically?
 

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Jon von der Heyden

MrExcel MVP, Moderator
Joined
Apr 6, 2004
Messages
10,808
Office Version
  1. 365
Platform
  1. Windows
Hi

Welcome to the board.

There are many ways of doing this, but you need to be more specific? Do you extract the data from the ledger, and is there a flag identifying paid from unpaid? :eek:

If you had a list of unpaid invoices with e.g. a due date, you could for instance create a pivot table (Data -> Pivot Table Wizard) which summarises them in chronological order. Alternatively you could sort the list by due date (Data -> Sort).

Perhaps an example of your data would be helpful.

Regards,
Jon :)
 

Space1999

New Member
Joined
Oct 11, 2006
Messages
5
I have a spreadsheet with worksheets for 12 mths of financial year. We run invoices from this using macro exporting to word. we enter amount due tax etc, we also put in daye of invoice and when payment due. Currently we identify overdue invoices by noting blank spaces in payment received date column.
 

Space1999

New Member
Joined
Oct 11, 2006
Messages
5
Invoice No Client Address 1 Address 2 Address 3 Address 4 Postcode Contact Accounts Contact Job Title Candidate Salary Rate % Amount Invoiced VAT Total inc VAT Start Date Date Invoiced Payment Due Date Actual Payment Date Days Overdue

Fields above
 

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