The Invoices tab at the bottom of the Workbook takes you to this Worksheet. There is only one column of data required on this worksheet — the days column, which has white cells. Customer names from the Orders worksheet should now appear on the Invoices worksheet. In the days column put in the number of days it will take between order entry and invoicing of the product or service. If the product for a particular customer is generally in stock, you may put in “1” or “2” for the number of days to ship and invoice. If the customer requires product to be made or services performed, you may put in “30” days, or more. The program will accommodate up to 70 days (10 weeks) for the time between order entry and invoicing. If you have customers that require some off-the-shelf products and some make-to-order products, you should identify the customer in the Orders worksheet twice — once for short delivery times and once for long delivery times.

As you type in the number of days in the days column, the dollars from a particular customer on the Orders worksheet will show in the month (usually pushed out) in which the order should be invoiced.

As the days are put in, invoice dollars will be summed at the bottom of each month and to the right in the FMTD (First Month to Date) column. The data will also be combined for all salespersons at the bottom of the Invoices worksheet.

For lumped “Other” and “New” customers you will have to estimate an average number of days between order entry and invoicing for the group. 

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