Excel A/R Summary & Billing

I keep a separate Excel ledger for every customer and now need a single control sheet that rolls all of those balances up for my balance-sheet reporting and feeds directly into the monthly invoice I already use.

Please build a summary table inside Excel—no external tools—that pulls live figures from each individual ledger. Organise the table alphabetically by client name and show only three fields: Client #, Client Name, and Outstanding Balance. The layout has to stay close to my current files, so aim for formulas or a very light macro that leaves each ledger and the invoice template almost untouched.

I’ll share a sample ledger workbook and the current invoice file as soon as we start. The finished workbook should refresh in one click (or automatically on open), immediately reflecting any new transactions I enter in the ledgers.

Deliverables:
• Dynamic summary sheet (Client #, Client Name, Outstanding Balance)
• Seamless link between that sheet and my existing monthly invoice template
• A short, plain-English note explaining how to add new clients or columns later

Accuracy and low maintenance are the key success factors here.