I want to create my own invoice and a couple of questions I would like to know in Excel
1. How could I set it with an Autonumber?
2. Would I use Vlookup in a named range to find the item
3. For tax to be added on after subtotal would I use the = sum function + the subtotal?
Any suggestions , nothing fancy or complicated , thanks

1. Auto Numbering is a can of worms. There are many ways to TRY, but all of them have their down sides. It can be done, but I'd get my invoice designed and working before I let that one piece stop the whole thing.

2. I use LOOKUP formulas all the time do exactly that. Name the Items with an easy-to-remember "name" and you can use that in your lookup formula.

For instance, on Sheet2, you might have ITEM Desc in column A, and Item Codes in Column B. Name the A column (A2:A1000 or so) Desc and name the same range in Column B (B2:B1000 or so) named as Codes.

Then back on sheet1, select a cell to choose Item Descriptions from, click on Data > Validation > List =Desc to present your item descriptions in a drop down box, perhaps starting in cell A3.

Now, in B3, enter this formula:

Code:

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B3  =LOOKUP(A3,Desc,Codes)

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The description will now appear on it's own when you make a choice in cell A3. Now copy those two cells down and you can make independent choices on each row.

Take that and expand on it to complete your sheet, looking up other needed data.

3. Tax. Put a tax RATE somewhere on your sheet, perhaps at the top of the column where you will put taxes.

I will assume you want the tax to show separately, so simply multiply the item price by the tax rate cell. Then in the next cell to the right, add the total and the tax columns to get a final price.

The Microsoft web site also has free templates. Check the following URL for Excel invoice templates:

http://office.microsoft.com/en-us/te...oice&av=TPL000

Thanks both of you. Going to give it a shot and let you know, the outcome, keep fingers crossed!

You can post sample workbooks here and get help, or email me privately and I'll help where I can. Click on my name to send an email.