Sorry I'm both Excel and Accounting illiterate so don't know how to phrase words accordingly.
I have a spreadsheet whereby I have an invoice number, written as such (without the quotes)--"2014-001". We will call this Cell ABC
In another cell I have a time period for example "May 28-Jun 18"
We will call this Cell XYZ
All of this is within a template which I keep on renaming every time I create a new invoice.
What I would like to do is the following:
Link all files from this one template to be together, as part of a group. The way to explain this is to tell you and ask the following:
Considering the above I would like that every time I change the entry in cell XYZ Cell ABC automatically changes to the next number (in this case it would change from 2014-001 to 2014-002
Now what do I mean by "Link all files from this one template to be together..."?
Assuming I am on this spreadsheet which I named 'SONY-may' with the invoice number "2014-001"
I then go on this same spreadsheet and make the changes named above and seeing that '001 has now changed to 002 I will rename it to 'Nokia-may'
Next time around I take 'Nokia-may' which has the invoice 002 will changing the date mentioned now make it '003'? if yes great, if no, then how do I do so.
And now the really tricky part (The reason for the 'link' as one).
Assuming I now have 12 spreadsheets of this one template, all with a different name and all with the correct invoice # series (001, 002, 003, ....12)
I now take invoice 005 and make changes I would want the number NOT to go to 006 but 013--follow the last in the series. Is this possible?
Why? I am a business of 1. My customers have their own folder and their own invoice so obviously every time I make a change I would want to change the invoice number. If I create invoice 1 and 2 and 3 for customer A and then go to customer B and create invoice 4 if I were then to go back to customer A I would be taking invoice 3 from him so it can't go to invoice 4 since customer B already has invoice 4. It would need to go to 5.
I tried some invoicing software but don't like them--too complicated and don't serve my simple purpose.
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