How to set-up net-30 days in Smartsheet

Joe Katoa

Although seems very elementary to set this up, however, I am having the toughest time trying to build this "net-30"  into our invoicing report. Can someone help me out?  Thanks in advance! 

Shaine Greenwood

Hi Joe,

 

Are you creating a Smartsheet report that pulls data from source sheets you've built? This article might help: https://help.smartsheet.com/articles/522214-creating-reports

 

Are you instead attempting to create a "net-30" formula of some kind in a sheet? Check out our formulas article for details on constructing formulas in Smartsheet and our various functions: https://help.smartsheet.com/articles/775363-using-formulas

 

If the above isn't what you're looking for, are you able to provide more information on your workflow and the specific roadblocks you're facing?

Joe Katoa

Thank you Shaine, I will review those articles mentioned above soonest. 

 

The column that I wanted to show net-30 on is being pulled from the date of the invoice on same page (very similar to an Excel sheet I have).  On the contrary, I was able to configure the Aging column on same page, but not the net-30.  I am attaching a sample for your review.  Thank you in advance.