Lookup Customer Balance

I would like to create a formula to give me a balance for a customer from a list of invoices and payments.

Any help would be appreciated.

Originally Posted by royUK

Not much to go on, but maybe SUMPRODUCT, SUMIF or SUMIFS.

You haven't even filled in your user profile so that we know which version of Excel you are using

I wasn't very clear with what I needed I have a list with over 1,000 names with plus and minuses and I'd like to make a list of all the names where I can have a formula lookup the balance by going through the list.

Originally Posted by Palmetto

You will help yourself by providing details like sheets and ranges, types of values, and especially by posting a sample workbook.

However, assume on Sheet1 cells A1:C100 contain the data
Column-A = customer name
Column-B = invoice number
Column-C = invoice amount

On sheet2, using cell A1 as the input cell for customer name you might have a formula like this in cells B & C

B1: =VLOOKUP(A1,Sheet1!$A$1:$C$100,2,False)
C1: =VLOOKUP(A1,Sheet1!$A$1:$C$100,3,False)

Thank you so much, right on target just not sure how to change it for the following:
Column-A = customer Name
Column-B = Customer invoice Amounts which should be a minus in the formula
Column-C = Customer Payments which should be a plus in the formula

Thanks in advance.

Originally Posted by Palmetto

Not sure what help you need at this point, but perhaps this link on VLOOKUP will be of interest to you.

For video examples, go to YouTube and search on Excel VLOOKUP.

Thank you so much, I think I have figured it out. I wasn't sure where to start looking but after checking out sumif and vlookups I know where I'm headed thank you.