to creata a bill for service provided

[nandhini10206]

please help me in creating an invoice by using datas given in two sheets. I need to produce invoice for the service provided to the patients (employees) of the companies at the end of the month. so i need to group all patients name under the same company and produce a single bill to the company for them to pay. Hence i need to produce invoice for all the companies.the invoice number should be generated automatically and the invoice had to be printed and saved for future use at different location.

Thank you all in advance.

I have attached my data sheet also.

[dflak]

It seems like a pivot table should work for you.

[nandhini10206]

Thank you so much..it helped me a lot.,can you please help me in providing automatic invoice number for each company bill. thank you in advance.

[dflak]

What would you like the invoice number to look like? I would suggest a combination of the company name and a date stamp. For example, in Cell D1 on Sheet 1, you could enter the billing date and then use = B1 &TEXT( $D$1, " yyyymmdd") to get an invoice number. In the attached spreadsheet, set up the print area not to include row 1.

If you are serious about using this as a billing system then I suggest NOT using Excel and using a database oriented solution. Excel could be set up to track payments and amounts due with some coding, but these are more automatic with a database. Likewise, even though Excel has data validation, it is less vigorous than most databases provide. This is a major undertaking and I suggest a paid service.

If you must use Excel then you probably at least want to include some VB code to save the Invoices to a PDF file with the invoice name. This is beyond the scope of this post.

[nandhini10206]

Thank you for your valuable suggestion..