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How to create monthly bills automatically?

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  1. #1
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    How to create monthly bills automatically?

    HI EXCEL EXPERTS!

    I have started a small business with more than 25 suppliers as a CLIENT of mine. I maintain their record in excel but not in an organized way. So, I googled for some new ideas and found many many helpful things. But not as exact as I am willing.

    Problem Scenario:
    I made a VLOOKUP formula that brings out the complete information of my desired client via putting "CLIENT #" but how to bring out the specified billing information of my desired month of that particular client? In simple words, I want to have the billing information like quantity and rate of my desired month i.e. JULY 2013 or AUG 2013 of my inserted Client.

    What I want is that I just put the client # so that it brings out the complete info and then i put the billing month so that it brings out the billing information of that client. And for another bill, I just change the client # and It will automatically change the billing details while remaining the billing month same.

    I hope you guys get my prob.

    I'm looking forward for your reply. I need to maintain it ASAP.
    or
    Guide me better but Keeping in mind that I'm a NOOB :v

    P.S. Screenshot is attached for better understanding.

    SC.jpg

  2. #2
    Administrator FDibbins's Avatar
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    Re: How to create monthly bills automatically?

    Hi and welcome to the forum

    P.S. Screenshot is attached for better understanding.
    Actually screenshots are generally terrible "for better understanding"
    Please do not upload a picture of your file...rather, upload a sample of your workbook, showing what data you are working with, a few samples of your expected outcome is (manually entered is ok) and how you arrived at that. (exclude sensitive info). Pictures are pretty much impossible to edit, and no-one wants to re-type your data for you
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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    Re: How to create monthly bills automatically?

    Quote Originally Posted by FDibbins View Post
    Hi and welcome to the forum


    Actually screenshots are generally terrible "for better understanding"
    Please do not upload a picture of your file...rather, upload a sample of your workbook, showing what data you are working with, a few samples of your expected outcome is (manually entered is ok) and how you arrived at that. (exclude sensitive info). Pictures are pretty much impossible to edit, and no-one wants to re-type your data for you
    Thanks for the welcome!

    Yes! you are right therefore, I use a sample and fake info in order to make a question.

  4. #4
    Forum Expert Ron Coderre's Avatar
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    Re: How to create monthly bills automatically?

    This isn't the response you're looking for, but...
    If you try to maintain your business in Excel, your workbook will quickly become bloated, sluggish, and fragile.
    You would be well advised to explore solutions using Microsoft Access.
    Ron
    Former Microsoft MVP - Excel (2006 - 2015)
    Click here to see the Forum Rules

  5. #5
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    Re: How to create monthly bills automatically?

    Alright! but I have seen a template named "SALES INVOICE TRACKER". They used a very complicated formulas in it.

    It says "=IFERROR(INDEX(InvoiceDetails,SMALL(IF(InvoiceDetails[Invoice '#]=rngInvoice,ROW(InvoiceDetails)-ROW(InvoiceDetails[#Headers])), ROW(1:1)), MATCH($C$13, InvoiceDetails[#Headers], 0)),"")"

    If you can explain it to me? I might get what i want.

    Thanks

    P.S. I'm not familiar with Microsoft Access or you can say that I'm afraid of it :/
    Last edited by nabeel.mct; 08-10-2013 at 08:36 PM.

  6. #6
    Forum Expert Ron Coderre's Avatar
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    Re: How to create monthly bills automatically?

    Other talented Excel users who have confidence in or a preference for that approach will be happy to assist you.

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