Tracking Invoices Paid/vs. Not

[mgoldschmidt]

Im self employed - and bill day rates for my servies. Currently,in
excel I do all my invoice creation.

How I am doing it now, is I make a new file (not using the tabs at the
bottom left of the sheet) for each invoice - and I have multiple exl
files stored in my hard dive. Do I need to make a workbooK? How?

Then, I want to be able to organize these invoices within excel for
paid and non paid. How?

Please help!

(e-mail address removed)

you can email me direct. or Ill check my thread

 

[Guest]

In my opinion, the basic thing when you are working with repeated information
is to use always the same template, with the important information always in
the same cells. That will ease the consolidation of data, both if it is a
single workbook or a bunch of them.
With this, I would recommend that you choose the option that you feel more
comfortable for the day by day work, paying attention to always use the same
template in either case.
Then tracking the invoice status can be done easily; if you have that status
in some fixed place of the template, you can use some of the tips from Ron de
Bruin:
http://www.rondebruin.nl/tips.htm
Either the "Create a summary worksheet from all worksheets (with formulas)"
or "Create a summary worksheet from different workbooks (with formulas)" will
work for you.

Hope this helps,
Miguel.