Excel Sales Invoice Tracker

[zendoo]

Hi everyone!

I have played around for a day now, but I am not expert enough to find out what's wrong.
I have downloaded excels template called Sales Invoice Tracker and started filling out the fields... first there is an error in the first line of the INVOICE sheet which makes the Item # field stay blank even though it should be filled.
I was bold and copied the "formula" of the second line on the INVOICE sheet into the first line and voilą it now shows the item # as filled in in the INVOICE DETAILS sheet.
But whatever I do (I downloaded again and filled in the data again) there is always weird stuff happening. Some numbers are shown aligned left, some only half left with an indent.
But the real problem is that the details are completely mixed up. On the INVOICE sheet you select the invoice number and it should automatically fill in the details you filled in on the other sheets. But for some invoices the details are correct, for some details are missing and for some the details are from another invoice. Sometimes there is a wrong project name on the invoice, sometimes a wrong client, sometimes both are missing, sometimes only one is missing - although all the information is correctly filled in in the sheet the INVOICE sheet takes its data from. I have no idea how that can even be logically. How can it be correct in some cases and wrong or not there in others? So now I gave up and hope somebody who knows how the relative connections between sheets work in EXCEL takes a look at it and finds out what's wrong with it.
Because I am pretty sure by now the template itself has errors. So maybe there is even some Microsoft developer out there who wants to correct it, because its a Microsoft template.

I will attach the file - of which I have already deleted the instructions sheet - so please search the templates online (easily from excel 2013 in the open dialogue) for "Sales Invoice Tracker" for reading the instructions. Its pretty necessary for understanding whats going on in the beginning.

Thanks a lot, this would be all I need for keeping track of my translation projects' payments.

Best regards


PS: Maybe I should make a bit clearer why I posted such a specific looking problem... 1st its an erroneous template that should be corrected. 2nd Many people looking for invoice templates will find this, think its perfect and be frustrated after filling it all out, learning how it works (takes a while) and then having to just throw all that work away because it doesnt work. 3rd When this one works it will be a real help for everyone who has to keep track of payments of invoices!

[Spencer101]

Rather than any of us sitting here trying to work out where the values showing are incorrect, could you just give us examples? i.e. "If you select invoice number X then values Y and Z in cells A and B are incorrect and SHOULD be......"

[zendoo]

Sorry! Obviously!

INVOICE sheet: choose 13-03-21-003$ invoice in the selection field under the date in red
in the header above the table it says: "Invoice for Project:" but the value (project name, as filled in in the invoices-main sheet, should be: "project y" is EMPTY
as well as all the customer details "bill to:" "address:" "phone:" ... - all empty although the customer is chosen in the drop down menu on the left of the invoices-main sheet
note: filename/project column is filled in correctly in this invoice




invoice 13-04-04-€006 shows the customer details (the other customer) and everything completely correctly!



invoice 13-04-10-$008 shows the customer details (same customer as above, where it isn't shown) but shows "Invoice for Project:" wrong - here it shows the "project y" that should be shown on the first invoice mentioned.


the columns beneath seem to work fine, (filename/project #; Description; Words; ...) and the numbers seem to be calculated correctly.

[zendoo]

Hello again!

I see, no replies anymore...
Could someone also reply if this is an unsolvable problem so I know I have no hopes of getting this to work?

Would be very nice !

THANKS FOR VIEWING AND CHECKING IT OUT EVERYONE WHO LOOKED AT THE FILE!

[Spencer101]

The vlookups were missing the last argument (The ",FALSE" part). I've added these in now and it should be doing what you need.

S.

[tagwar]

Hi Supportive personal
i have used the same excel as my sales record still i am facing some problems because i have change the langauge and translate everything into my language,
it's somehow working but i am not to much in accounting but trying to manage.

but my request now
is there a way to use the same sheet to be a record for my expense
i am purchasing things from suppliers
and i have to record it, i am using simple sheet from my creation it's only record without any calculation
but i hope to have something like the above to make it easy accounting
and i hope to be able to filter it per month

hope to find someone to help me,.

thanks in advanced

[arlu1201]

tagwar,

Unfortunately you need to post your question in a new thread, it's against the forum rules to post a question in the thread of another user. If you create your own thread, any advice will be tailored to your situation so you should include a description of what you've done and are trying to do. Also, if you feel that this thread is particularly relevant to what you are trying to do, you can surely include a link to it in your new thread.