Hi, I’m in the process of writing my first invoice system for a company, and as I’m not an expert in Excel I would to ask someone kind to give me some advice on how I should deal with my problem. I’m not good with formulas, and as I’ve seen this is the place to ask, there I am
Basically my system operates on 3 sheets:
Control – Used to make invoice, writing the company address etc.
Invoice- This is where all the magic happens and all the numbers go from the control panel. All linked with formulas for calculations.
Customers- This is the bit where I’m struggling. What I’m trying to create is a customer database, where theres ID numbers next to them 1-20, and whether you put in Control Panel the ID number of the customer, it will fill the details of a customer for you.
My question is, how can I link a database of customers that will with a drop down list format and link it to the invoice system.
You might be doing it backwards. One would expect you have a DATABASE sheet that lists all the vital info for one customer on a single row with the customer CODE in column A... or customer NAME, whatever it is you're going to use as a lookup value on the other sheets.
Then on the other sheets, you enter a lookup value in one cell, the customer CODE or NAME, then the rest of the data is drawn in from that code using a simple VLOOKUP() formula.
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Thanks for the idea, I'm just not good with commands and formulas.
Should you be attempting to create such an important tool as an Invoice?
Hope that helps.
RoyUK
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I didn't quite get what you mean by saying that.
Simple, really you are saying, but you are attempting to build a financial tool for a businessI'm just not good with commands and formulas.
Hope that helps.
RoyUK
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