invoices with summary...where to start

[I Am Cdn]

I have downloaded one of the simple MS templates.

Use it daily, manually renumbering each invoice.

At the end of the month I create a separta summary adding them all up by
client...i.e. multiple summaries.

Is there some way that Excel can be automated to do the summary by client?

Thanks

 

[T.C]

Here's one way to do it. I have summary in sheet 1 and data of clients in
sheet 2.
In sheet 2, for ex.

A B
1 Client 1 Invoice # 1
2 Client 1 Invoice # 2
3 Client 1 Invoice # 3
4 Client 2 Invoice # 1
5 Client 2 Invoice # 2
6 Client 2 Invoice # 3

For this example, in sheet 1, I will put the following formula
A1 =COUNTIFS('sheet 2'!A1:A3,"Client 1")
B1 =COUNTIFS('sheet 2'!A3:A4,"Client 2")

You could tweek it to suit your need.

Tina

 

[T.C]

Sorry, made a mistake! You could actually count the whole column of clients
for the different client names. So you could put,

A1 =COUNTIFS('sheet 2'!A:A,"Client 1")
B1 =COUNTIFS('sheet 2'!A:A,"Client 2")

Tina

 

[Gord Dibben]

If you are using one of the Templates from Office Template Gallery I would
assume that each invoice is in its own separate workbook.

Is this correct?

If not, describe your scenario.

You may find some answers to automation at Ron de Bruin's site under the
Copy/Paste/Merge section.

http://www.rondebruin.nl/tips.htm


Gord Dibben MS Excel MVP