Last Invoice Date Per Customer Number
Jun 27, 2006I am trying to automatically show the date of the last invoice per the customer number.
I have attached an example.
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Return Each Entry For The Same Customer Into The Automated Invoice
Apr 10, 2008I have a set of data which is the total monthly sales whereby each customer has several entries.
I have created an automated invoice through a vlookup system, yet i encounter the problem that i need to return each entry for the same customer into the automated invoice. But my vlookup will only return one entry for each customer as it is looking up the customer code and just brings back the first one it encounters, is there any way to bring back all entries for each client?
Calculate Number Of Days Between Invoice And Today Date
Feb 21, 2014I'm trying to create a new column which calculates the number of days from the today's date to the due date of an invoice. Also a Column that an invoice is/was overdue.
Column A - Clerk inputs date that invoice was received
Column B - Clerk inputs the date that the bill was paid
Column C - Auto populates the due date of the invoice (20 days after the invoice is received)
Column D - I want a number of days to auto populate based on today's date that will show how many days we have to pay the bill. Example: today is 2/19/2014, bill is due 2/22/2014 (Column C), column D should read 3 (I would prefer is the number is black for "we have days left to pay", red for "we're behind")
*Extra bonus for Column D, if the column goes blank after a date is entered into Column B* - but not necessary
Column E - I would like if the date the bill was paid (Column B) is greater than the date the invoice is due (Column C) to show "Overdue" in the cell.
Saving An Invoice Number When Reopening An Invoice
Oct 30, 2008I have an Excel Invoice Template, saved as a template.
I have code that generates a new invoice number each time the template is opened in VBA Editor. The auto numbering system works great! However.... (here comes the sad part)
After I enter all the data I need on the invoice, I want to save a copy of the invoice in a different file folder, which I can no problem. The problem is, if I re-open the saved invoice, we will call it Invoice #100, excel asks me if I want to update, if I say either yes or no, the invoice number will change to Invoice #101. I'm sure you can see how this can cause a major problem if we need to compare information later on, finding the correct invoice would be almost impossible as it would not match the customers invoice number.
What I need to know is:
Is there code I can add to the existing code, to stop the increment on a saved invoice, but not on the original template?
Automatic Invoice Number?
Oct 3, 2013I'm Trying to create a invoice that generates the invoice number automatically every time its being opened
Now, how to do it with a macro but the problem is i need the invoice to be saved as a template. In the end i need the invoice template to move the invoice number to the next one when opened and when im done with the invoice i need a print button that saves the invoice with contents to a specific folder, clears the contents and saves the invoice with the current invoice number as a template so that next time its being opened it can just adjust the counter.I have done the counter adjustment part .
Invoice Number Change
Apr 13, 2009Leith got this perfect for me, but my example does not work right. Not sure why it does not save last invoice number too the workbook. The invoice number increase works great, I must be missing a step.
View 3 Replies View RelatedAuto Insert Invoice Number?
Jan 21, 2007I've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.
View 9 Replies View RelatedVBA Code To Check That Invoice Number Has Not Already Been Used
Nov 2, 2011I use a userform to make sales data entries into a database. The userform contains textboxes for:
Invoice No.Invoice DateGrossVatNet The Invoice No. is the first entry box on the userform and it is important that users enter the correct format (which is alphanumeric).
It is also important that a checking is carried out to ensure that the Invoice Number being entered has not already been used.
I use the following code to ensure that the numbers are entered in the desired format:
Code:
Private Sub txtInv_Exit(ByVal Cancel As MSForms.ReturnBoolean)
If txtInv.Value = vbNullString Then Exit Sub
If (Not UCase(Me.txtInv.Value) Like "ST###") And (Not UCase(Me.txtInv.Value) Like "ST####") Then
MsgBox "Non Valid Invoice Number.”
Cancel = True
End If
End Sub
And this code is pasted lower down the VB editor window. And it seems to be working fine!
For the checking to ensure that the invoice number being typed into the textbox has not already been used, I use the following two codes combined together:
a) to check for invoice No.:
Code:
check for Invoice Number
If Trim(Me.txtInv.Value) = "" Then
Me.txtInv.SetFocus
MsgBox "Please Enter Invoice No."
Exit Sub
End If
b) And to it I add the following additional code for CHECKING that the no. does not already exist in the database (the invoice nos are located in Column A of the database):
Code:
Dim x
X= Application.Match(Me.txtInv.Value, Columns(1),0)
If Not IsError(x) Then
MsgBox Me.txtInv.Value & "Invoice Number Is Already Used"
Me.txtInv.SetFocus
Cancel = True
Exit Sub
End If
My problem with the second set of codes in (a) & (b) (for the Checking of already existing No.) is that the code allows the user to key in the Invoice No. and go through filling in the other textboxes. It is only after clicking the ‘Add’ button that a msgbox comes up to indicate that the ‘invoice no. is already used’.
I need a tweaking of the codes so that the moment an invoice no. that has already been used is typed into the textbox and the TAB button pressed, a msgbox will show up at that stage to indicate that the ‘Invoice no. is already used’. This will reduce time and avoid filling in the other textboxes and clicking the ‘Add’ button before the checking is done.
Increase The Receipt Invoice Number By 1
Mar 15, 2005I created an receipt template in excel. How can I have it increase the receipt invoice number by 1 every time I open this template? For example the first receipt is 100, I want the second receipt to be 101, and so on.
View 4 Replies View RelatedAuto Insert Invoice Number
Jan 21, 2007I've created an Invoice Template in excel. Each time I open it I'd like a certian cell "D3" to increase by one number starting at 2000. Each time this is opened a new customer information is input and then saved to their file. Please give me the very basicis on how to do this. I've already gone into other forums which have provided a code, but I have had any luck getting ti too work.
View 9 Replies View RelatedIncrement Invoice Number On Open
Aug 21, 2007I have created a templet for an invoice, but I cannot get the invoice number to increment. I am using the following code from a previous thread
Private Sub Workbook_Open()
Sheets("Sales Invoice"). Range("B7").Value = Sheets("Sales Invoice").Range("B&").Value + 1
End Sub
The address of the invoice number is B7 and the name of the sheet where the B7 is located is Sales Invoice.
I want to start the invoice number at 100000 and add the letters PM to the beginning so that when it is displayed and printed out it reads PM100000.
Then I want it to increment by 1 and this number be placed in the B7 area when the invoice is opened next time.
How To Look For A Customer And A Date At The Same Time
Jul 14, 2014i have 2 dilemmas
**dilemma 1**
i have a date of purchase in column A
i have a customer number in column B
now if i want to search for a date and for it to display the results from columns C,D,E and F (purchased items) i know i use HLOOKUP
but how would i look for a customer and a date at the same time.
**dilemma 2**
i want to be able to put in a customer number and excel to tell me all the dates they purchased items.
currently i use
={IFERROR(INDEX(Table1[DATE],SMALL(IF(Table1[NUM]=$L$3,ROW(Table1[NUM])-MIN(ROW(Table1[NUM]))+1),ROWS($1:1))),"error")}
and i change the ROWS($1:1) to ROWS($1:2) or ROWS($1:3) etc
to bring in that result, but i want it to bring in unique dates, as a customer might ring us back with another purchase on the same date and i dont want it to duplicate the date.
Transpose By Customer & Date
Aug 8, 2008I need to create a list that has one row per paid date per customer on a new worksheet. My source data has one row per customer with the paid dates across 12 month columns. I have many rows in the source data with zero paid on all 12 months and I'd like to filter those out in the process.
This is not a simple Transpose because I want the customer number, and customer name to repeat for every instance of a paid amount.
I have attached a sample file with the current and desired layouts of the data.
Formula To Exact Customer Number Only?
Jan 27, 2014I have a list of customer including customer name and customer number. Is there a way to exact customer number out only? This is the example list.
WAL-MART STORES INC - 1028
KOHL'S - 28983
JOHN'S PET PRODUCTS - 3692
PET SUPERMARKET, INC. - 2298
COSTCO WHOLESALE - INTERNATIONAL - 2783
LOBLAW CO-WESTERN GROCERS - 7424
All I want is the number behind the dash. There are few customers that have more than 2 dashes.
Create Customer ID Number And Then Find?
May 3, 2014I want to create a customer ID for thousands of customers and then be able to find the customer by doing a search for the ID later. I'm even thinking of using a customer phone number for the ID. What function can I use to later find the customer?
View 10 Replies View RelatedCode To Create Customer Number
Dec 14, 2007I have the following formula copied down from A3 to A200 in a spreadsheet, which creates a unique standardized customer number for the each names listed in B3 to B200:
=IF(B3="","","S"&LEFT(B3,1)&"-"&TEXT(SUMPRODUCT(--(LEFT($B$3:B3,1)=LEFT(B3,1)))*10,"0000"))
Therefore, with the following names listed in B3 to B10:
UPS
FedEx
Fisher Price
Bell Canada
Grand & Toy
Rogers Cable
Dominion
Blue Jays
The respective customer numbers would be:
SU-0010
SF-0010
SF-0020
SB-0010
SG-0010
SR-0010
SD-0010
SB-0020
I would like these numbers to be static, so I would appreciate it very much if someone can give me a VBA code to replace the formula.
How To Get Invoice Amount With Corresponding Date Range
Feb 26, 2014I have a data set that has invoice amounts with corresponding bill date range. I need to get those invoice amount auto pop up in correspond month columns.
Invoice Number Bill From/Bill To Invoice Amount Dec '13 Jan '14 Feb '14
1 01/01/2014 00:00 $100
01/02/2014 00:00
2 12/30/2013 00:00 $200
12/30/2014 00:00
3 01/01/2014 00:00 $300
01/02/2014 00:00
Auto Invoice Number Copied Sheet
Apr 27, 2007auto incrementing my invoices.
The way I do my invoicing is like this. I have 1 Invoice in a worksheet (eg April 1) When I make my invoice for the next day I right click on the April 1 tab at the bottom. Right click/Move copy/move to end &check the create a copy box. It changes to april1(2)I then right click and change the date to the next invoice date. This might seem goofy, but it works for me. I have my Invoice number at the top of the page in cell e2. Is there a formula to automatically increase the invoice number by 1 every time I copy it?
Insert An Auto Number Into Invoice Template
Aug 6, 2006I have a template of an invoice (in excel) but I need it to automatically
generate a different invoice number every time I open it. Such as 001 the
1st time, 002 the 2nd time etc.
I have no knowledge of macros & do not want to uses Acess.
Determine Next Invoice Number Stored In Range
Oct 9, 2007I am trying to add a number to invoices (invoice numbers) on a UserForm that is used to make and/or modify scheduled service records for a cleaning business. We fill out the schedule well in advance of when the jobs are scheduled to be done, some customers are on a set schedule such as once a week, everyother week or once a month. Some just call in when they need cleaning. Each day has 27 rows set aside for possible customers (most are not used). We make out as many invoices in advance as is possible and fill-in the rest as they call-in. This leaves a lot of gaps between days
I have an auto-advancing formula tha takes a helper column to give me invouce numbers when there is a customer listed in column B and blanks space where there is no customer listed. This does make for volitile invoice numbers.
Formula in row 3 of the invoice coulmn "A": =IF(B3="","",H3)
Formula in row 3 of helper column "H": =IF(B3="",H2,H2+1)
The helper column only advances if there is a customer listed in column B of that row otherwise it repeates the last number. The invoice column only displays this helper number if there is a customer listed in column B of that row. I can't figure out how to get this to work on a UseerForm with vba.
Find Latest Date For Particular Customer
Feb 18, 2014I've attached a quick sample, I have two customer ID's, AB1 and AB2, I want to be able to put a formula into column C that will return the latest date for each customer. So AB1 will show 01/04/2013 and AB2 will show 01/05/2013. I know I can use a MAX formula but I don't know how to connect it to the specific customer ID.
Max Date Query.xlsx
Can Capture Date Of First Sale To A Customer?
May 14, 2013I am looking for a formula to capture the "date" of my first sale to new customers.
A B C D E F G H Date of first sale
1 Co. Name 2/2/2012 6/5/2012 7/6/2012 10/16/2012 1/22/2013 4/17/2013
2 ABC Co. $10 $11 $5 $12 $12 2/2/2012
3 Smith Co. $19 1/22/2013
4 Brown Co. $11 $15 6/5/2012
5 AAA Co. $5 $10 7/6/2012
Sorting Purchases By Customer / By Date
Jun 9, 2014I have a spreadsheet that contains over 3000 customers. On this there is much data...but what I am interested in is purchase date. The problem I am having is that customers have purchased multiple times and have multiple purchase dates. I was wondering if there was a way to get rid of all but the most recent purchase dates for each customer...thus having only one line per customer as opposed to 5 lines per customer?
In other words: Jon purchased on 1/2/14; 2/4/14 & 5/8/14
Bill purchased on 2/17/14; 3/19/14 & 4/21/14
Tom purchased on 4/2/14; 5/1/14 & 6/5/14
I need to get rid of the oldest dates and keep one line item by most recent purchase date for each customer...so instead of having 300o line spreadsheet I will only have 1000 lines.
Count Number Of Customer Accounts In A Report
Feb 18, 2014I'm looking to count the number of customer accounts in a report based on the branch number. I generally need to know, how many accounts has been opened per each branch without double counting the same account number (as it happens that the report may have duplicate number.
finally I need to know the sub total showing the total per branch and subtotal of all branches together.
Rename Tab Based On Cell Value And Increment Invoice Number
May 2, 2012What I'm trying to do is from a template worksheet that I have in a workbook with other worksheets, I'm trying to come up with code that will create a new worksheet based on the template (copy), increment the invoice number, and rename the worksheet tab to be "Invoice # xxxx" (new invoice number from prev. step.).
I have figured out how to use a button on the template to execute, but as I said my VBA skills are lacking to say the least.
Finding 3 Rows By Same Invoice Number And Copy Data
Nov 2, 2013I have multiple rows of data. Some have single invoice number and some have 3. I want to find the rows with multiple same invoice number by filtering then selecting certain data and paste to another sheet.
sheet1 A:I
Name
PO
Chemical
C/T
Center #
[Code]....
Using DMAX To Find Most Current Date By Customer#
Jul 9, 2009I have a spreadsheet of our Customers rankings with a column with the date that they sent their Report Cards in. I need to pull by Cust# the most current date. I tried using DMAX but I can not get the formula to work. The sheet is not sorted and can not be sorted by Cust#.
=DMAX(A$6:D$886,"Report dated",G$6:G7)
range field criteria
Title row starts at 6
A B C DCust #Marketing LocationCustomerReport dated1034ColmarScientific Systems11-Nov-021032ColmarRaymond4-Feb-031029ColmarPhiladelphia Gear6-Feb-031028ColmarPall4-Apr-031016ColmarGreene Tweed 22-Apr-031032ColmarRaymond6-May-031032ColmarRaymond15-Apr-041012ColmarATK Launch Systems, Inc.27-Apr-041032ColmarRaymond22-Oct-04
Create A Loop: Find Out For Each Item Number Which Customer Put Order
Oct 8, 2008Im getting data from query. My data has fields: Item No, Customer ID & Sales rep.
I need to find out for each Item number which customer put order and who was the sales rep. (Excel 2002). see file attached.
How To Do VLookup To 1 Sheet Based On Customer Number And Return Price
Dec 9, 2011I am trying to do a vlookup to 1 sheet based on customer number and return price. If no customer number than I want to do a vlookup based on dunnage number to return the price. This is what I have for a formula but it never returns a value if one is found in the first lookup.
=IFERROR(VLOOKUP(C4,'Dunnage Exception'!A:C,3,FALSE),IFERROR(VLOOKUP('Raw Data'!D4,'Dunnage Master'!A:C,3,FALSE),"0"))
Create Formula That Will Determine Number Of Orders For Specific Customer?
Aug 29, 2012I am trying to create a formula that will determine the number of orders for a specific customer whose orders have a pallet count between a certain range. The customer code is a cell reference, as well as the beginning and ending values I am looking for. I have the data on a separate tab from where I am putting the formula.
Here is what I was trying to use, but it was coming up with "0" for everything:
=COUNTIFS(Data!$I:$I,E7,Data!$I:$I,">=A8",Data!$I:$I,"