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Excel 2007 : Populate Invoice fields based on Invoice number

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    Populate Invoice fields based on Invoice number

    Hi everyone,

    My first post and I am an excel newbie. I have created a client database in Excel 2007, which I have attached. I wish to populate a client invoice in a separate workbook with client address information, invoice item and price based upon the invoice number in Column B. The invoice numbers simply increase incrementally for each database entry. The information that I wish to use to populate the invoice is contiguous in columns C through I, however the locations that I wish to populate the invoice with are not contiguous (other than the client address lines) I simply wish to use the data in the row corresponding with the invoice number to populate the invoice.

    I preferred to create the invoice in a different workbook as it is then simpler to convert this to a pdf document format.

    I have attached the client database and a sample invoice. I would be grateful for any assistance that anyone could offer.

    Many thanks
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    Last edited by gch; 01-02-2011 at 10:56 PM.

  2. #2
    Forum Guru (RIP) Marcol's Avatar
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    Re: Populate Invoice fields based on Invoice number

    I can't identify all your required fields, but this might give you a start.
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    If you need any more information, please feel free to ask.

    However,If this takes care of your needs, please select Thread Tools from menu above and set this topic to SOLVED. It helps everybody! ....

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  3. #3
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    Re: Populate Invoice fields based on Invoice number

    Hi Marcol,

    Thanks very much for your prompt reply and your suggestions, which as you mentioned did indeed get me started. The method that you suggested did seem to work well initially, I inputted about 17 client entries into the client database, starting with an invoice number of 5000, then 5001 etc. and the Client Invoice worked perfectly for invoice numbers 5000 to 5008, however as soon as I entered invoice number 5009 I got an invalid cell reference error.

    I am doing this project to assist a friend who has recently bought a pest control company, whose invoicing methods are very outdated, he currently produces his invoices in MS Word!! The client database would run to maybe a couple of thousand clients.

    I have attached the Client database with the 17 entries together with the Sample invoice to see if you or anyone else has any further suggestions.

    Thanks in advance.

    Glenn
    Attached Files Attached Files

  4. #4
    Forum Guru (RIP) Marcol's Avatar
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    Re: Populate Invoice fields based on Invoice number

    The problem was that you had not adjusted the formulae to cover your new range of data.

    =INDEX([Client_DB.xlsx]Database!$A$2:$H$5000,MATCH($I$16,[Client_DB.xlsx]Database!$B$2:$B$5000,0),1)

    The green ranges will now cover up to 4999 invoices, if you think you might need more, increase the 5000 to suit.

    The last part of the formula (magenta) is the column number you want the formula to read from.
    Therefore in Cell B5 reads from Column 1 (Column A) "Date"
    and in Cell I5 reads from Column 8 (Column H) "Price"

    In Cell A11 we have used Row(A3) which returns 3, Column 3 (Column C) "Invoice To"
    This can be dragged down to A14 and it automatically increments the Column Number.

    Hope this helps.
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  5. #5
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    Re: Populate Invoice fields based on Invoice number

    Hi Marcol,

    Thanks very much for sorting out the problem, I had an idea that it must be a range problem but I wasn't sure exactly how to edit the range, and it was great that you took the time to explain the changes in the formula. It's all working beautifully now and I greatly appreciate your time and assistance.

    Best regards,

    Glenn

  6. #6
    Forum Guru (RIP) Marcol's Avatar
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    Re: Populate Invoice fields based on Invoice number

    Happy to have been of help.

    Cheers.

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