Forum Discussion
linking an invoice to a spreadsheet
Hi I am creating an invoice for my customers and I would like to have the raw data on a spreadsheet so that when I input the data on the spreadsheet example date and invoice number, I need this i...
So it sounds like you have a customer-specific invoice on a separate sheet from your multi-month (and possibly multi-customer) data sheet. If you invoice monthly, it seems you will use FILTER functions and possibly SUMIF or SUMIFS functions to pull in data for a specific month.
You do not mention which platform (Windows, Mac, or web), or which version you are using, or other info about your plan, so I don't know how much more we can help you so far.
