Simple SharePoint Invoicing (Part 2)

In the Simple SharePoint Invoicing (Part 1) we’ve created document library to manage invoices. We can share some date between SharePoint and Word document. However there is still issue with “Total” field – we neither can calculate sum not insert it’s value into invoice.

start

To fix this issue we now remove it and recreate it as simple number field. If you have enabled content type, you can make Total column as read only. Now create a workflow which updates value of the field.

Workflow

Do not forget to check start workflow automatically when item is created or modified check-boxes.

Update view to show summary:

view-summary

 

Now we can insert that value into our Word template or filter invoices to check amount for each client or see totals of some period:

totals

 

Posted in Invoices