Hey folks,
I'm working on a dashboard (Excel), and Im a bit stuck on the best strategy to include installment payments in my existing payment status tracking system .
Here the structure I currently have:
Main "Remind Payments" Dashboard (Pivot Source):
status (paid/unpaid)
month
date
client
service
This works fine unless a client pays in instalments. Right now, instalments just sit in their own sheet and aren't tied into the "paid" logic, which makes the dashboard less useful. I want to treat instalments as partial payments that eventually fulfill the unpaid invoice, and once fulfilled, move it to the paid section.
Instalments Sheet Format:
invoice number
date
payment amount
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