How to add multiple payments on invoice and get balance in Excel spreadsheet

DianeBBB

New Member
Joined
Nov 25, 2019
Messages
18
Office Version
  1. 365
Platform
  1. Windows
In a sales journal spreadsheet with multiple columns, date, invoice number, amt of inv, sales rep, etc., I want to incorporate the cash receipts by adding columns for date rec'd, check number, amt rec'd, etc. It works fine when there is one payment, which I apply to the original inv line. The question is that some payments are done in up to 8 installments. How do I apply these payments to original invoice without adding too many columns? If added on a new row, how do these installments add up and get deducted from the balance amount?
 

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hernantorres23

Active Member
Joined
Nov 21, 2019
Messages
269
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
  2. Web
Hi, using a Pivot Table to group these payments. If you put an example with data, I would help you.

Remember, you must be use a link from DropBox, Drive, etc.
 

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