Creating a Summary of invoice

W

Wins07

Hello there

I am currently using Vlookup function to generate an invoice from available
list of transaction records. Available details relate to 'invoice number',
'amount', 'transaction date', 'transaction detail' etc and are kept in
invoice order.

It often happens that I have several invoices for one customer as we trade
on a daily basis. I want to send individual invoices accompanied with a
covering letter listing attached invoices and showing total amount due for
period.

I have to manually sort on customer and copy paste in another sheet and
format everytime I have to send invoices to customers.

information appears as below;

InvoiceNo Date Customer Details Amount

1521 15.03.07 Mr. X Nails $ 7.00
1522 15.03.07 Mr. Y Rubber $ 3.00
 

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