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Invoicing database and editing

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    Invoicing database and editing

    Hi,

    I am working in a service order system. I want to be able to put a task and a description of this task.
    I do have a invoice format that i use, but is there a way that I can store this information where I can pull it back up to the invoice and edit and reprint?

    In other words, I thought about having a sheet with the invoice, then once it is done, it goes to another sheet where it stays there as a database. Then I can go back to it, click on the number and pull it back up in my invoice layout.


    Any ideas?

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    Re: Invoicing database and editing

    I've posted some invoice examples recently that you could adapt. Use the search on the forum
    Hope that helps.

    RoyUK
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    For Excel Tips & Solutions, free examples and tutorials why not check out my web site

    Free DataBaseForm example

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    Re: Invoicing database and editing

    I got you RoyUK....

    Thanks for the reply!

    I have searched thru the forum, and I can get to pretty much as far as the forum did. I guess my biggest problem is... when I click back in the invoice number, then it would load back back in my invoice layout sheet, and there I could make changes and then once I am done, it would go back to the journal.

    Is it possible to do that? I hope I am clear with my question....

    Thanks again!

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    Re: Invoicing database and editing

    If your database is correctly set up you could do this without VBA using VLOOKUP

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    Re: Invoicing database and editing

    RoyUK,
    Thanks for the reply.

    I am sorry, but I don't think I am getting it quite yet. I understand how a vlookup works... I just don't see how I could put that all together.

    If under the work accomplished there is a description of it, and in some even supplies, and such... How could I set a vlookup to bring all that back to the invoice?

    Thanks and sorry for the confusion here!

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    Re: Invoicing database and editing

    Okay,
    Let me start from where I am having the problem.

    On my invoice sheet.... I have the the job, and under it I have the notes on the job. Now... I might have 3 different jobs in a invoice. Therefore I would have 3 or more different notes in that invoice. Considering that they are in the same cell, is there a way to differentiate between the actual job and the notes?

    I think if we start from here, will help me and that way, I will be able to direct my questions....

    Thanks!

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    Re: Invoicing database and editing

    To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!

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    Re: Invoicing database and editing

    Hello RoyUK,

    Thanks again for the answer.

    I am attaching the book of what I want to do. I still need do some more work. I hope you understand. I have not put any controls, because I am not quite too sure how to start.

    Thanks!
    Attached Files Attached Files

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