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Generate an invoice from a cost summary

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  1. #1
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    Generate an invoice from a cost summary

    I wonder if someone could help me. I have a cost summary spread sheet and I would like to import some of the information onto an invoice on a separate tab. For example, I would like the number of groundworkers that worked a mid week shift, the total hours, the hourly rate then the total cost to generate automatically on the invoice. I have already set up a master that generates the hourly rate on the cost summary sheet when I enter the trade name but would also like this on the invoice. Hope this makes sense.

    Thanks in advance

    Bigtiger
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  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Generate an invoice from a cost summary

    Hi,

    With your current layout of the Cost Summary sheet this needs an unnecessarily complicated solution when changing your layout would simplify it considerably.

    You should create a database with columns for
    Name
    Trade
    Date
    Hours worked

    Ignore the rest of the columns since they're formulae and the numbers they generate can be picked up directly when generating the invoice.
    You'll also have a proper database that can be used for any other management information you might subsequently need.

    Once you've changed the layout upload the workbook again and no doubt someone will be able to move it further
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
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    Re: Generate an invoice from a cost summary

    Thank you Richard

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