hello,
I have an invoice template that me and a client agreed upon 1500 max. how do i keep the invoice total at 1500, even though the sum of the invoice items total more than 1500?
Thanks in advance
iMac 27″, macOS 10.15
In the cell where you do the =SUM(<yourRange>) for the invoice total, use instead =MIN(1500,SUM(<yourRange>)
More on MIN function here.
SG
If it was me, I would put a line that shows the price discount (as a negative) and include it in the sum. The items on an invoice should always add up to the total, no hidden discounts or fees. Plus I'd want the cost reduction I gave them to be obvious, given that it it is a benefit to them.
As an example, if your itemized list of items is in A10:A20 and the cost for them is in D10:D20,
I would add a new row 21
A21 would be something like "Price Discount"
D21 would be =MIN(0,1500-SUM(D10:D20))
The totaling formula would change from =SUM(D10:D20) to =SUM(D10:D21)
max value not exceeding 1500
