build an invoice

**Rick14220** · 05-08-2012, 06:06 PM

I need to build a spreadsheet with data that I will build an invoice from. Each invoice will have an “items purchased” section where we need to display all of the different items that the particular customer bought - line by line. I don’t want to add a column for each item that we sell because there would be too many columns. Please help.

**Paul** · 05-08-2012, 10:07 PM

Hi Rick, welcome to the forum.

I would suggest building the workbook yourself, and then posting specific questions for which you need assistance. Without providing a basic template where you're going to be storing data and how you want to work with it, providing functions or macros (or advice) will be difficult. Even if you can put the data in manually, and show where you want specific things calculated or moved (and why), it would be a start.

You may even find out that pre-built software may be easier than re-creating the wheel. (Thinking along the lines of Quickbooks/Quicken, etc.)

And there is always using Google to search the web for Excel templates that other people have already built to do invoicing, inventory, billing, etc.

**Rick14220** · 03-01-2018, 01:01 PM

Paul,

I can attach the sample workbook but "Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window" doesn't show up anywhere.

**Rick14220** · 03-02-2018, 10:54 AM

I believe the file is attached now

**JeteMc** · 03-06-2018, 12:00 PM

Perhaps this will be of help.
On sheet 2 cell A2 contains a drop down linked to the filtered list of customer names in column S on sheet 1.
Cells B2:B20 are populated using the array entered formula*:

Formula:

=IFERROR(INDEX(Sheet1!H$2:H$44,SMALL(IF(Sheet1!B$2:B$44=A$2,ROW($2:$44)-1),ROW(1:1))),"")

*Array entered formulas are confirmed by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer.
Note: file is being returned as an .xlsx because your profile says that you have the 2007 version of Excel.
Let us know if you have any questions.