- I have sheet A “customers”, sheet b “Sales” and sheet c “payments”. Under “customers” i have different categories i.e. bar, membership, clothing, etc, which contains updated running totals of all sales and payments. First i want to group all invoices under the customer name in “customers” with inv date, inv total and inv number and also the payments according to date, payment amt. this must automatically be inserted every time i update the sales and/or payments.
- the second part is to automatically send out statement email or save to documents)for all customers, included in the statement must be all categories listed with outstanding amounts as per sheet customers, if amt <> 0, as well as inv.number, inv date and total amt of invoice as per grouping on customers.Members.Payments. Sales
I tried following examples from the net, but do not know where to start as I am struggling with the grouping in the first place. i am complete beginner on this