3 Replies Latest reply: Jul 27, 2014 4:48 PM by t quinn
russellfromlightwater Level 1 Level 1 (0 points)

Hi

I am new to numbers and I have created an invoice. I now want to be able to add copies of this layout for new invoices so that it will automatically fill in the invoice number.

 

I am working with the latest version of Numbers in Mavericks 10.9.3.

 

I am sure to an experienced user this is very simple but at present it is frustrating.

 

Any help would be very much appreciated.

 

Russ


Numbers, OS X Mavericks (10.9.3)
  • jaxjason Level 4 Level 4 (3,460 points)

    Is each invoice its own sheet in the workbook, Or is there a new workbook per invoice?

    Where is the data for the invoice stored? Is it in a main table? Or on each invoice individually?

     

    Jason

  • russellfromlightwater Level 1 Level 1 (0 points)

    Thanks for your reply Jaxjason.

     

    The invoices are separate sheets in one workbook.

     

    The data for the invoice was intended to be on each invoice individually.

     

    Thanks

     

    Russ

  • t quinn Level 4 Level 4 (1,965 points)

    Hi Russell,

     

    I am wondering why you are starting with the invoice. If you started with a central data table, say one line for each invoice, and a column for each charge, it would not only be easy to generate new invoice numbers by filling down in the data table it would be easy to examine that data, summarize, etc.. It would be much easier to navigate to past invoices- in many cases you could find at a glance what you wanted in your data table.

     

    I am suggesting a single invoice that draws on a data table to populate its various charges dependent on what name or invioce number is entered into it. This invoice is printed to be sent and/or saved to a pdf if you want an actual copy of what was sent. How does that sound?

     

    quinn