using mode of payment and show due amount in quarters

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In my "invoice recording" sheet I use

  • monthly, quarterly, every half year, yearly and one time payment as mode of payment

Now, I want to calculate

  • the sum to pay yearly (new column)
  • the sum to pay each quarter (4 new columns)

Any idea :-)


Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    Hi @Jörg Schmidt1

    It sounds like you want 4 new columns on your sheet, each, like this:

    If so, these are the 4 formulas I used in each of the columns above:

    Q1 Formula

    =IF(MONTH(Fälligkeit@row) <= 3, [Total (Brutto jährlich)]@row)

    Q2 Formula

    =IF(AND(MONTH(Fälligkeit@row) >= 4, MONTH(Fälligkeit@row) <= 6), [Total (Brutto jährlich)]@row)

    Q3 Formula

    =IF(AND(MONTH(Fälligkeit@row) >= 7, MONTH(Fälligkeit@row) <= 9), [Total (Brutto jährlich)]@row)

    Q4 Formula

    =IF(MONTH(Fälligkeit@row) >= 10, [Total (Brutto jährlich)]@row)


    Here's information on the MONTH function. Then you can use a Report if you want to create total SUMs from each of those columns, or use a simple SUM function in the top row of the sheet.

    Cheers!

    Genevieve

Answers

  • Jörg Schmidt1
    Jörg Schmidt1 ✭✭✭✭
    edited 11/27/22
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    Hi everybody,

    meanwhile I could solve issue no. 1 on myself - I changed the mode of payment from text to numbers.

    I am still searching for a formula:

    • depending on column "Fälligkeit" (invoice due date) putting total amount yearly in new column Q1 - Q4


  • Genevieve P.
    Genevieve P. Employee Admin
    edited 12/06/22
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    Hi @Jörg Schmidt1

    Apologies, I'm not sure I quite understand what it is you're looking to do.

    Are you adding together values in the same row, or are you looking to sum an entire Column, but only if the Quarter is the correct Quarter?

    Is this formula in the current sheet or in a second sheet?

  • Jörg Schmidt1
    Jörg Schmidt1 ✭✭✭✭
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    Hi, Genevieve,

    this little question is open for me:

    I prefer if the new columns Q1 - Q4 are in the same sheet.

    If the invoice is due from January 1st until March 31st the total amount should appear in column "Q1" and will be added to the others.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
    Options

    Hi @Jörg Schmidt1

    It sounds like you want 4 new columns on your sheet, each, like this:

    If so, these are the 4 formulas I used in each of the columns above:

    Q1 Formula

    =IF(MONTH(Fälligkeit@row) <= 3, [Total (Brutto jährlich)]@row)

    Q2 Formula

    =IF(AND(MONTH(Fälligkeit@row) >= 4, MONTH(Fälligkeit@row) <= 6), [Total (Brutto jährlich)]@row)

    Q3 Formula

    =IF(AND(MONTH(Fälligkeit@row) >= 7, MONTH(Fälligkeit@row) <= 9), [Total (Brutto jährlich)]@row)

    Q4 Formula

    =IF(MONTH(Fälligkeit@row) >= 10, [Total (Brutto jährlich)]@row)


    Here's information on the MONTH function. Then you can use a Report if you want to create total SUMs from each of those columns, or use a simple SUM function in the top row of the sheet.

    Cheers!

    Genevieve