Bloomfield Analysis
Bloomfield Analysis
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How to Create Unique Invoice Numbers in Google Sheets / Excel
Go to Bloomfieldanalysis.com/sting for FREE templates!
Whether you’re a small business owner, freelancer, or managing finances for a larger organisation, having unique invoice numbers is crucial for maintaining clear records, ensuring timely payments, and avoiding any client mix-ups.
🚀 In This Tutorial, You’ll Learn:
Step-by-Step Instructions: Follow along as I guide you through creating simple and complex invoice numbers in Google Sheets.
Adding Client Information and Dates: Learn how to personalise your invoices with client initials and date stamps for better tracking.
Data Validation Tips: Discover how to use data validation to make selecting and updating your invoices a breeze.
🎯 Key Benefi...
Просмотров: 1 094

Видео

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Комментарии

  • @mehedihasanshourav151
    @mehedihasanshourav151 10 дней назад

    You've shown for a single item but what will it be for multiple items??? btw, Thanks a lot.

    • @bloomfieldanalysis
      @bloomfieldanalysis 10 дней назад

      Try this video :) ruclips.net/video/OADE34B56hM/видео.html

  • @AdventureGutta
    @AdventureGutta 18 дней назад

    Hi. Tryed watching this to build step-counter. Case: We have this challenge in our family in who can get the most steps in whole September month. They will registrer with name, date and steps each day thru the form. How can I make a leaderboard which count all the steps thru the month for each person? :)

    • @bloomfieldanalysis
      @bloomfieldanalysis 13 дней назад

      @adventuregutta Love the challenge and the use for the leaderboard ! I suppose the main difference is you want to use a number rather than a category. So when in google forms you need to select short answer rather than dropdown. The bit that will probably be tricky is getting google sheets to recognise its a number, which will be really hard if people write things liks 2,200 steps - the words steps and the comma could stop google sheets seeing their input as a number, and will not let you add them up. But as its family shouldn't be too hard to control this with clear instructions! Then should be able to sumif per person. Will require a bit of testing though. If you are still struggling, i'd go back to dropdown/categories similar to the drum leaderboard and give points depending on steps (1-2000 steps = 1 pt, 2001-5000, 2pts, etc). There is also the app "WeWard" which will add up your steps, and you can add family as friends to track and it will give you a scoreboard, with filter "this month". You can also collect points on here and redeem for yourself or charity.

  • @KaiBuskirk
    @KaiBuskirk 24 дня назад

    wow this is super cool thank you!! (newsub) cheers, kai

    • @bloomfieldanalysis
      @bloomfieldanalysis 24 дня назад

      YaY! Great, so glad uit was useful, thanks for the sub :)

  • @VortexSamples
    @VortexSamples Месяц назад

    Hello. Is there any way to automatically download all invoices at once instead of switching manually and downloading one by one? If so this would be super awesome because I have almost 200 invoices to download lol

    • @VortexSamples
      @VortexSamples Месяц назад

      Nevermind I've just found the video where you explain it. Incredibly helpfull information. Thank you so much

    • @bloomfieldanalysis
      @bloomfieldanalysis 28 дней назад

      great - glad you found it ! sorry for slow response 😊

  • @JonathanKellert400
    @JonathanKellert400 Месяц назад

    You saved me so much time! It was very easy to follow your instructions. Thank you for posting this!!

  • @roselynjoyreyes9650
    @roselynjoyreyes9650 Месяц назад

    can you show how to automatically add the other items in the invoice from the database?

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      Have you looked at the main videos on RUclips.com/@BloomfieldAnalysis ? I struggled to fit everything in the shorts - both screen size and 1min limit !

  • @user-dm4vs7bx2e
    @user-dm4vs7bx2e Месяц назад

    This was a great addition to the drop down video. Thank you!!!

  • @user-dm4vs7bx2e
    @user-dm4vs7bx2e Месяц назад

    I tried adding a Value to the database and then linking the total from the invoice to the data base so i could see the value of the invoice. It failed, any idea why? =INDEX(Invoice!F28,MATCH(Invoice!F12,A:A,0))

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      unfortunately thats not going to work, you are indexing just one value 'Invoice F28'. When using index you are looking for something in a table (row or column) then then finding the specific value with match. If you only want the value in Invoice F28, then a single = will do that. But I dont think thats what you want. If I'm understanding you correctly, you want the total in your database column, for every invoice, not just the one selected on the invoice tab? Unfortunately, you can only see the total when you've selected the invoice number. So you can't read them all at once. The best thing to do is to calculate the total in the database, rather than in the invoice. Or, you can create apps script that runs through all the invoice numbers and adds their total to the right column. You dont want to manually copy and paste them over! I can have a think and a play, to see if theres a way to do this quickly... Am I understanding what you want tho?

    • @user-dm4vs7bx2e
      @user-dm4vs7bx2e Месяц назад

      @@bloomfieldanalysis Wow thank you! Yes that is exactly it. Then I could hand a list of the database to my book keeper when tax time comes if the value of the invoice is included.

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      @@user-dm4vs7bx2e Definitely something I was thinking of too! I can feel another video coming 😊🐝

  • @pintorthepintor3964
    @pintorthepintor3964 Месяц назад

    I am following along, and as a newb when you paste in the entire items section at 2:18. I have no idea how to properly input the amounts.

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      Hi @pintorthepintor3964 ! Yes, sorry, that was a bit quick that part, I copied and pasted from a list I made earlier, copy (Ctrl+c) and paste (Ctrl+v). If you are creating your own list it will take longer if you dont already have a price list. One watch out - make sure you enter just the value, not the currency, as sometimes this will be seen as text rather than a value, and it wont let you do calcs from it! Hope that helps.

  • @aaronmilliman7685
    @aaronmilliman7685 Месяц назад

    THANK YOU THANK YOU THANK YOU!!!!!!!!!!!!!!!!!!!!!!!!!!

  • @facebythewind
    @facebythewind Месяц назад

    Thank you for this tutorial it really helped me understand

  • @yassinekoumait4240
    @yassinekoumait4240 Месяц назад

    this is pure gold, thank you so much, you reminded of my childhood wholesome teaching shows on tv, thank you

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      Haha, thank you! Thats kind of the style I was going for :D

  • @OliviaHansen-e5p
    @OliviaHansen-e5p Месяц назад

    This was so helpful! However I need some guidance. When I try to add the ranks into the leaderboard tab by dragging the formula thats in the points column over it adds it in but doesn't put it in order is there a reason why its doing that?

    • @bloomfieldanalysis
      @bloomfieldanalysis Месяц назад

      Glad its helpful, sorry for slow reply, its difficult to say what the issue without seeing it. On the main calc tab, you should have Rank (which includes ties, e.g. 2 people can be at 3). Then position, which avoids ties, so 1 to the number of people (N). Then on the leaderboard tab you can type 1-N. Then to match the person to the position, XLookuo is probably the easiest formula to use. If you still need help, feel free to share with me, or send a copy over. bloomfield.analysis at gmail.com

    • @OliviaHansen-e5p
      @OliviaHansen-e5p Месяц назад

      @@bloomfieldanalysis I think I figured it out! Thank you!

  • @michaelsantander6568
    @michaelsantander6568 Месяц назад

    This helps my team out SO much. thank you!

  • @oly112
    @oly112 2 месяца назад

    Boss man lol. Great video. Thank you

  • @SkyGateFurniture
    @SkyGateFurniture 2 месяца назад

    How can I add multiple product item on single invoice ???

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      @SkyGateFurniture Watch this video: ruclips.net/video/OADE34B56hM/видео.html Or go to bloomfieldanalysis.com/sting to download the example : "Invoice Template with Double Dropdown Price Lists and Items Tab", by downloading you will also be subscribed to our newsletter

  • @vincechan92
    @vincechan92 2 месяца назад

    if i got two invoice and two desciption in one day?

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      Then adding the row number will make it unique :)

  • @ibrahimsholeh5140
    @ibrahimsholeh5140 2 месяца назад

    thanks, by the way, how to create dropdown changing currency list.. for example a dropdown that change a cell from value $400 to 400% and otherwise ??

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      Hmmm... thats difficult because its more a format change than the underlying value you want to change. Well, in your example above, both the format and the value would need to be divided by 100. It is possible through apps script but I feel that would be overcomplicating. Whats the reason for it? A discount can be a value or a %? If so, I would have both options available, then hide whichever is unnecessary. Hiding can be by formatting (so white text on white backgound) when not relevant. I think you can achieve the result you want but just not how you wanted to originally.

  • @ibz844
    @ibz844 2 месяца назад

    Hi, I've got this working, I also have a separate workbook with just my invoice in it so I can produce a PDF version from my phone on the go, is there a way of referencing the data using the IMPORTRANGE function? I've tried it but can't seem to work out what I need exactly... TIA

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      Hi @ibz844 You should be able to get anything in the spreadsheet to another using IMPORTRANGE, not sure why it wouldn't be working... maybe the sheet id? or making sure you have verified access through the importrange - google are getting more fussy about access... although if you own both spreadsheets it seems overkill! Why do you need a separate version? You should be able to access on your phone using the google sheets app, and to cheat, I would probably screenshot the invoice page, and crop it, to send on the go. And make sure invoice number is on a dropdown. But that might not be what you want?

    • @ibz844
      @ibz844 2 месяца назад

      @@bloomfieldanalysis Yeah, it's just a separate, invoice only, workbook that I can export as a PDF, you can't export single sheets on the iPhone google sheets app. The IMPORTRANGE works normally, but not in conjunction with MATCH. Not to worry, thanks for your response

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      @@ibz844 Ah, thats annoying! One way round, that I have working for another client, is that you do the match function elsewhere in the invoice sheet. We call this "internal reference" - or you could hide it somewhere. This will get you the row number, that you can then put in the index match function, like this: =IMPORTRANGE("docs.google.com/spreadsheets/d/[sheet id]","[tab name]!h"&E6) - this is looking in column h and the row number is in cell e6. Hopefully thats more helpful 😊🐝

    • @ibz844
      @ibz844 2 месяца назад

      So, I got it working, I rewrote the formulas, I think I'd missed some &s and "s. But it's working now. Thankyou so much for your help!!

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      @@ibz844 Great 😊

  • @AnahiSidonio-uc5dh
    @AnahiSidonio-uc5dh 2 месяца назад

    Thank you for your amazing straight to the point videos! You are the best!!

  • @bloomfieldanalysis
    @bloomfieldanalysis 2 месяца назад

    Go to BloomfieldAnalysis.com/Sting to download free templates, sign up to our newsletter and find out about bespoke solutions 🐝

  • @karenohern3364
    @karenohern3364 2 месяца назад

    This was EXACTLY what I was seeking!! THANK YOU!!

  • @hollyshannon2639
    @hollyshannon2639 2 месяца назад

    This is so useful for creating invoice numbers that are more unique to the clients. Thank you!

  • @Gadis-kq4db
    @Gadis-kq4db 3 месяца назад

    the description of mine are in high, medium, low. Hence it repeats for each item. The formula can't seem to detect the individual costs if the names of the description is the same. How do i go about?

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Good Question! You need to put the Name & Description together in the items/price list tab, so, e.g. if Name is Column A & Description in column B, Price in Column C, You can use Column D. D2=A2&B2. This will make ItemDescription. To make it a little neater add "-" between them, so Item1-Small: D2=A2&"-"&B2. Then you need to lookup up this value in the invoices tab, you can put it into the formula or somewhere hidden/not printed in the invoices tab :)

  • @devagarwal8221
    @devagarwal8221 3 месяца назад

    Hii nice Video, But I have a question what if I wanted to print all the invoices in a single PDF file like one after other can I do it

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Hi! This is our video on printing invoices to PDF: ruclips.net/video/oNzaij7f5yM/видео.html Unfortunately, if you are on the free version, Google Sheets has a max you can do at once, but you can do about 6-8 at a time.

    • @s1va3209
      @s1va3209 2 месяца назад

      Use apps script on google sheets extensions.

  • @artembaguinski9946
    @artembaguinski9946 3 месяца назад

    just put May 2024 on its own row and then 1 through 31 below that

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Yep - that works for May :) Its great to have a solution for any date though, so you only ever have to change one initial date, and everything else automatically updates. In retrospect May wasn't a great example, as if you have literally any other month, you can show that MMM = just 3 letters, e.g. Apr but MMMM = full month, e.g. April :) Only so much you can fit into a short though! The full create an automated timeline video can show you a lot more ruclips.net/video/Ho7EWMmPYZY/видео.htmlsi=mFAFTRfZ_tkTinux

  • @AnahiSidonio-uc5dh
    @AnahiSidonio-uc5dh 3 месяца назад

    This is literally the BEST tutorial. THANK YOU! Could you please also make an invoice tracker I’m begging!!!

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Aww, thank you! What were you thinking with the invoice tracker? what would you need? A dashboard / summary - or highlighted overdue ?

    • @AnahiSidonio-uc5dh
      @AnahiSidonio-uc5dh 3 месяца назад

      @@bloomfieldanalysis mostly highlighted overdue

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Hi @AnahiSidonio-uc5dh - you are in luck ! I've literally just published a short on highlighting overdue invoices: ruclips.net/user/shortso0XZxqII5y4?feature=share This is excel, its the same formula in google sheets, just under Format/Conditional Formatting/Custom Formula. This video may also be of use: ruclips.net/video/nu06D2Qj8No/видео.html I should be back to longer videos shortly, just testing whether shorts can help get me to 1000 subs a little faster, less than 20 to go !

  • @mustasimarif7708
    @mustasimarif7708 3 месяца назад

    Is it possible to automatically change the invoice number?

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Yes, it is! I like to create a new number based on the date (e.g. year, month, date), and also the row number. Row number will ensure its unique. Something like this, if your invoice date is in column B: ="INV-"&text(month(B36),"00")&text(day(B36),"00")&row(B6) The text([ ],"00") ensures number is always 2 digits so its neater, i.e. dec is 12 and January is 01 rather than 1. Row number itself would also be fine, but dates are easier for me to interpret.

    • @mustasimarif7708
      @mustasimarif7708 3 месяца назад

      @@bloomfieldanalysis Bro!! Please make a video for us highly requesting. How to change the invoice automatically . Thank you ❤️

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Yes, I can do that - you and hundreds of others better watch though - haha! I've added it to the list. I have a couple of shorts coming up, which I'm hoping will help up the subscribers a little more, as I'm getting very close too 1000 subs! But definitely more long form after that.

    • @mustasimarif7708
      @mustasimarif7708 3 месяца назад

      @@bloomfieldanalysis Love From Bangladesh

    • @bloomfieldanalysis
      @bloomfieldanalysis 2 месяца назад

      @mustasimarif7708 I Hope this helps ! ruclips.net/video/b5aU54dL1ho/видео.html

  • @hazel3419
    @hazel3419 3 месяца назад

    I've had a look at this and it could be what I'm looking for. I work with an excel database of customers/jobs and at the moment manually create a quote with the same information and if it goes ahead, eventually create an invoice with the same information. So far so same as your tutorial (and the one to create an invoice and quote from the same database). However, I'm now stumped as occasionally some clients ask for quotes for several jobs - these would normally have the same quotation number, so how do I get around adding more items to the quote? I'd be really interested and grateful for your answer. I am not an expert by any means and had to slow your tutorial down to follow it and copy the formulas haha.

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Hi! Yes, sounds like you've watched the most relevant videos :) Always best to have unique quote numbers, although if you are printing/downloading to pdf at least you have a back up copy. Should be easy to add more items, have you seen this video? ruclips.net/video/OADE34B56hM/видео.htmlsi=_GPOUMZEFwBSCI2k We can also create bespoke solutions for you, check out our website bloomfieldanalysis.com/sting

  • @tanayvijay4556
    @tanayvijay4556 3 месяца назад

    I am getting duplicate entry when i fill google form, i want to scores to be added

    • @bloomfieldanalysis
      @bloomfieldanalysis 3 месяца назад

      Hmmm.... in the responses sheet do you have duplicates? What is duplicating - the name or the result? for unique names, try "unique", if its the result check the responses sheet - hope that helps

  • @user-et9rq8po4g
    @user-et9rq8po4g 4 месяца назад

    need demo spreadshhet

  • @sivxcreation
    @sivxcreation 4 месяца назад

    Hi what if we ad item 2 in description? ‘ how do its add on database

    • @bloomfieldanalysis
      @bloomfieldanalysis 4 месяца назад

      Think what you need is this video 😊Create a | Automated | Double Dropdown [Dependent] Price List | Google Sheets / Excel ruclips.net/video/OADE34B56hM/видео.html

  • @downpour7976
    @downpour7976 4 месяца назад

    what if i want to exclude the empty cells? what should i do

    • @bloomfieldanalysis
      @bloomfieldanalysis 4 месяца назад

      Two options : if you don’t want cells highlighted in a specific place, make sure it’s not included in rule. But I think what you really want is any empty cell to be white / whatever the background colour is ? In that case, add a new conditional formatting rule saying if empty =“” then white. Make sure this rule is first in the rule hierarchy so it’s more important than today’s colour.

  • @camilabelenlagos7985
    @camilabelenlagos7985 4 месяца назад

    Am I the only idiot that is following this very simple tutorial step by step and still gets an error message?

    • @bloomfieldanalysis
      @bloomfieldanalysis 4 месяца назад

      If you are still having issues, try downloading the template (bloomfieldanalysis.com/sting), and then compare that to what you have done, or start from that, and adapt it, it could be something really small that’s hard to see

    • @camilabelenlagos7985
      @camilabelenlagos7985 4 месяца назад

      @@bloomfieldanalysis Yes! Thank you! That's what I did. I edited the downloaded sheet. Thank you very much!

  • @Charlotte-lj8vt
    @Charlotte-lj8vt 4 месяца назад

    This is so helpful

  • @graceola4732
    @graceola4732 4 месяца назад

    Love this!! 🎉🎉🎉🎉

  • @mistletoe7849
    @mistletoe7849 4 месяца назад

    thanks! this is very helpful :D I just wonder if it has many rows of item like more than 10 rows of item, how the page would be 🤔

    • @bloomfieldanalysis
      @bloomfieldanalysis 4 месяца назад

      If you have more than 10 items I would definitely recommend reducing the information at the top so it takes up less space and increase the space for more items. That’s the great thing about learning to make them yourself - you have full control to make it suit you 😊🐝

  • @hyphen3787
    @hyphen3787 4 месяца назад

    Thanks alot!! Definitely gonna add this into my assignment eventho im not an IT student but somehow Excel is quite fun to play around with

    • @bloomfieldanalysis
      @bloomfieldanalysis 4 месяца назад

      Glad it was helpful! Yes, I love playing around with excel & google sheets, especially building little tools 😊

  • @deirdrehoivik9790
    @deirdrehoivik9790 5 месяцев назад

    *Promo sm*

  • @ultryn
    @ultryn 5 месяцев назад

    Thanks a billion! God bless!

  • @itzbiggytime1993
    @itzbiggytime1993 5 месяцев назад

    this is awesome, would be amazing if there was a option to add in macros when adding a recipe

    • @bloomfieldanalysis
      @bloomfieldanalysis 5 месяцев назад

      That's a great idea! Thanks for the feedback :)

  • @TimmahBoy11
    @TimmahBoy11 5 месяцев назад

    What do I do if I want to do a short answer instead of a dropdown

    • @bloomfieldanalysis
      @bloomfieldanalysis 5 месяцев назад

      It’s easy to change the question type in the form, but how will you score it ? Will it be like a quiz and you have to give the exact answer? That will be fine because you can score based on an exact answer, but typos/ additional information would make it hard to match their answer with the exact one.

  • @LaJefa-od2dx
    @LaJefa-od2dx 5 месяцев назад

    You have just saved me so much time! Thank you very much for this video

  • @NSFWrated
    @NSFWrated 5 месяцев назад

    Hey , I want to open a startup which will do recruitment and staffing of candidates for various job roles in different industry of a particular city example:- Nagpur. How can I manage using the tricks you have ?

    • @bloomfieldanalysis
      @bloomfieldanalysis 5 месяцев назад

      So you want to manage your customers and candidates using Google sheets ? Yes, I think that would work nicely ! I would start with a tab for customers, one with candidates, one with jobs. Difficult to say more without knowing more.

  • @bloomfieldanalysis
    @bloomfieldanalysis 6 месяцев назад

    Download a free template from BloomfieldAnalysis.com/sting - we recommend watching the first episode where we play with the tool first and look at why this is so important: ruclips.net/video/1bhKLJ96D4s/видео.html

  • @bloomfieldanalysis
    @bloomfieldanalysis 6 месяцев назад

    Play with our tool to find out what impacts the profitability of property investments. Download the tool for free here: www.bloomfieldanalysis.com/sting but please subscribe and share to support our channel! Watch this video to learn how to create a version of your own: ruclips.net/video/-vEeR0z2UD8/видео.html

  • @wensu6924
    @wensu6924 6 месяцев назад

    THANK YOU SO MUCH!!!THIS IS EXACTLY WHAT I NEEDED!

  • @Bunny-sn6rr
    @Bunny-sn6rr 6 месяцев назад

    Do you have a template where I can copy and paste and create my own?

    • @bloomfieldanalysis
      @bloomfieldanalysis 6 месяцев назад

      Hi! You can download lots of templates on bloomfieldanalysis.com/sting :)

  • @konnielagou
    @konnielagou 6 месяцев назад

    Thank you so much for your help ! This video helped me do exactly what I needed !

  • @cosminjebe
    @cosminjebe 6 месяцев назад

    Exactly what i needed!!! Thanks a lot! :) if i don't ask for too much, could you please advise if there is any place i could download Gaant templates from? (for the current year, for example). Thanks!

    • @bloomfieldanalysis
      @bloomfieldanalysis 6 месяцев назад

      Glad it helped ! Download the full template from BloomfieldAnalysis.com/sting (it’s free!) change the initial date in the plan tab and the rest will flow through 😊 all changes can be made in plan and it other tabs are automatic !