I have a spreadsheet which I’m using as an invoice template that I want to automate a little bit. I’ve built it as both an item and a service model as I do quite a variety of stuff and I think it would be prudent to have a method where I can keep an easy to follow history of my operations.
I haven’t had a full time job for near on a year now, so work-wise, I take what I can and when invoicing, I try to give invoices with details, which includes labour as a storyline where appropriate and parts or supplies as items within the same invoice.
What I’d like to do is have the invoice content saved to preferably a separate tab within the invoice template and increment the invoice numbers with each new invoice while saving changes to the invoice. What I’m looking for is how to get started with that by having common items such as invoice date, customer, terms, items, service descriptions and totals automatically saved to a database-like tab with my entire years history, but also retain the ability to edit as I go because some jobs can take a few weeks to finish.
I don’t know if I need to use formulas or some other method but I’m open to suggestions.
I’ve tried searching for the answers, but I think my search-fu is lacking because I can’t seem to find what I’m looking for.