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Creating an Invoice with different value on different client name (Newbie here)

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    Creating an Invoice with different value on different client name (Newbie here)

    Hi All
    I am fresh and new for excel. Only basic calculation formulas, i am good with.
    Have been scratching my head for months to create an invoice as below shown. Hope that you guys willing to show me type of formulas to use and guidance.

    Excel Book 1 : Quotation : with the same service names (descriptions), but different pricing for different clients. Had saved on several excel files.
    Excel Book 2 : Invoice : Whenever i key my client name(ID), charges of the services price will appear automatically, by retrieving data from Book 1.

    I am stuck on invoicing. Wonder how to link the services price on the book 1 which quoted (based on customer name, from a numbers of quotation i have saved), whenever i type the name of the service on Book2/ Invoice.

    Hope that all the expertise here, will enlighten a noobie here.
    Thanks in advance.

    *Remarks
    Had tried to use the formula, VLOOKUP, it seems like working on a specific column only instead of the whole sheet with different type of services name.
    Example,
    1. hair washing
    2. Blowing
    3. Treatments

    Attached Files Attached Files
    Last edited by cychua; 08-28-2012 at 05:48 AM. Reason: Attaching sample files

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Creating an Invoice with different value on different client name (Newbie here)

    Hi,

    Difficult to comment without seeing your request in context. I guess you're on the right lines with VLOOKUP but upload your workbooks.

    Is there a reason why you are using two workbooks rather than a single workbook with separate sheets for invoices and quotes?
    Richard Buttrey

    RIP - d. 06/10/2022

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  3. #3
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    Re: Creating an Invoice with different value on different client name (Newbie here)

    Hi,
    Thanks for prompt reply. Actually i had created job file recording as attached on 1st post. And the formulas and macros all i learnt through google-ing & copy & paste.

    What i want it to be, it is actually like from the job file recording, whenever i type my customer name(will alter it again) it will follow exact quoted rates from another work book 1/ Quotation file.

    I do it separately just to ensure that the file is not compact and heavy. Customer based might growing too instead of going down (means that more quotations will be need do) Previously my excel is load with over 100+ sheets, and it is corrupted. Hence, i maintain this way, and it is so far so good.
    Last edited by Cutter; 08-28-2012 at 11:02 AM. Reason: Removed whole post quote

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