testinglife
New Member
- Joined
- Apr 20, 2017
- Messages
- 9
Hello I asked something similar to this already, but I figured I would ask again to make it more clear what I am looking for.
See picture below of my scenario. I have multiple invoices. I also have received multiple payments (but they were not specified for specific invoices). What I am looking for is a way using formula to apply payments to these invoices. However my main objective is to fill out the columns called "Invoice applied to" and "Payment Name". Both would be great but honestly as long as one or the other is filled in then it achieves my goal. Basically with those columns, if a payment was applied to an invoice, I would just want the payment name listed beside that invoice, or the invoice name listed beside that payment. That might require multiple invoices to be listed beside the payment or it might require multiple payments to be listed beside the invoice.
The formula will need to check if the invoice still has room for more payments (so there isn't an overpayment applied to one invoice), but will also need to potentially apply more than 1 payment to a single invoice, if it's not fully paid yet.
I don't mind using VBA either if you think that is the best solution.
I have found many many many solutions that help me make an excel that takes the total payments and applies that to the invoices, and that is not what I am looking for because that does not show me what "payment names" were applied to what invoices. It just basically uses a sumif and a min/max formula to say there was payment still available and so it "x" amount was applied to that invoice.
Thanks for the help !
See picture below of my scenario. I have multiple invoices. I also have received multiple payments (but they were not specified for specific invoices). What I am looking for is a way using formula to apply payments to these invoices. However my main objective is to fill out the columns called "Invoice applied to" and "Payment Name". Both would be great but honestly as long as one or the other is filled in then it achieves my goal. Basically with those columns, if a payment was applied to an invoice, I would just want the payment name listed beside that invoice, or the invoice name listed beside that payment. That might require multiple invoices to be listed beside the payment or it might require multiple payments to be listed beside the invoice.
The formula will need to check if the invoice still has room for more payments (so there isn't an overpayment applied to one invoice), but will also need to potentially apply more than 1 payment to a single invoice, if it's not fully paid yet.
I don't mind using VBA either if you think that is the best solution.
I have found many many many solutions that help me make an excel that takes the total payments and applies that to the invoices, and that is not what I am looking for because that does not show me what "payment names" were applied to what invoices. It just basically uses a sumif and a min/max formula to say there was payment still available and so it "x" amount was applied to that invoice.
Thanks for the help !