INVOICE TEMPLATES FOR MAC HOW TO

First is the client ID, this number here, equal to this number here. So the formula for this is looking at two things. So client 5 and they have a blank space here under paid. So this is client 5 and client 5 matches the client ID here. What these are indicating is that there is an unpaid record here. Then you can see a couple of numbers here, there's 1 and 2. This Due Flag, just a name I came up with, has numbers in it, a bunch of zeros, and you can see the zeros are always when something has been paid. I'm going to show you what that is and how it works. You may have noticed there's another column in there. So I'm going to start by doing something special in the Consultations table. It looks up the client ID from this number here and grabs the ID from this column and then the name from this column and puts it in the invoice. Well, this name here works the same way as the name on the Consultations sheet does. Which is a good piece of information to have and it also gives me a record of the fact that they paid this line here. So somebody pays the invoice that has these hours on it. In addition I've got this paid field here. So I can start a new record without having to type the entire client's name. So all I need to do is say if I wanted to change this client I go to number 3 and you can see it changes the name automatically. So it's using the Lookup function and then it will lookup from this number here, the client number that's entered in, and it will go to this table and lookup the ID in this column and grab the name out of that column. The name is actually looked up automatically. So that's just the number of hours times the rate. Now the total, as you can guess, is calculated using a formula. I enter in the client number, put a date, the number of hours, and the rate. The record is a client number, name, and information about that set of billable hours. Now Consultations is a sheet here that actually has a record on each row. I can add more to the list as I get new clients. It's the client ID, just a number, and a name. This is a table where I've entered in the data manually. That's the only table that I need to create this invoice. The other is a list of records of billable hours. One is a sheet with clients in it and it's just client ID's and names. The way I've created that is by creating Tables using records as rows. If I do that notice the name of the client changes, these records change, the total changes, and I have an entirely new invoice. Watch what happens if I change the client ID.

But I haven't entered any of this data except for this client ID. So here's what such an invoice may look like. Then if you want to create invoices have a single invoice that pulls data from that. The correct way to use a spreadsheet is to put records in rows where each row is a record for something like say billable hours. The problem is you might as well just be using Pages or something to do that as you can't really do much with the data. So they create a nice looking invoice and then they'll duplicate it and have different sheets in the same document or even different documents. What they'll do is create an invoice on each sheet. So I sometimes get questions from people using Numbers and they're trying to create invoices.

INVOICE TEMPLATES FOR MAC HOW TO

Let me show you how to create an invoicing system using Numbers. Video Transcript: Hi, this is Gary with.

Invoice templates for mac