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creating a simple excel invoice management system

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    creating a simple excel invoice management system

    hi, I am a very newbie to Excel. The only thing I've learnt so far is =SUM() which is very useful for me to calculate the monthly income and expenses.

    Now I'd like to create a simple invoice system. I often need to create invoice but I want to automate the process a little bit. For example, as I enter the customer name or ID in the invoice, it would then automatically fill out the billing/shipping address of that customer from my customer list
    (I've created a table containing a list of my customers' information)

    At the same time, I'd like to create a table of a record of my invoices, which will contain the invoice number, customer name, total amount, paid and due, and the status of the invoice i.e. pending, handling, shipped, complete etc. At any time I update a particular invoice, the list will update
    as well, or if I update the information on the list, then the corresponding invoices will be updated too.

    I don't want to use template....There is no simple template that would fit my needs exactly. I want to learn something..............

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    how to put the information from a form to a table??

    For example
    I provide a form for a couple of different people for them to fill out their names, genders ,locations and occupations......

    I want those information then automatically get filled to a table for more systematic reference\1
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    Re: creating a simple excel invoice management system

    I have merged your two threads, which are about the same issue, and moved the thread to the other platforms section as you are using Google Sheets.

    Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

    1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

    2. Make sure that your desired solution is also shown (mock up the results manually).

    3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

    4. Try to avoid using merged cells as they cause lots of problems.

    Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

    Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.
    Ali


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