Mr David Ware

I have a holiday rental company; [[login to view URL]][1]. Currently I use MS Word and MS Excel for data and invoices. I’m looking at somehow trying to save time and motion for my business by putting everything on an Excel sheet. Here is how I currently do the bookings. Get an email with client’s details. Cut and paste client’s details from email to Excel sheet. The dates “from?? and “to??, I then mark on a separate worksheet Calendar, in excel the changeover days and booking. I save and close then open MS Word mail merge sheet. Get the clients details, save this single booking as a PDF document. Email it to the client. When they pay the deposit, I add the payment to Excel. Send a new statement to the client, with the payment details and when the balance date is due. When the balance is paid, I add this to the Excel sheet. Then email the client with a Paid statement, with directions to the holiday property. I’m looking how I can add this information as I do now, but instead of a separate MS Word invoice, and statement, I can use Excel and just save as a PDF the details. When I get the client information, it would be good if I could have a drop down menu or form to place this information. Also when I put in the dates on the Excel sheet, it would be good if the Availability Calendar, automatically blocked the dates “from?? and “to??. Then on a final sheet, have a running total of accounts, percentages and outgoings, so I can see who has paid, when the payments are due and if they are outstanding, it would be highlighted in a different colour. Thanks for your time. Regards Dave [[login to view URL]][1] ## Deliverables 1) All deliverables will be considered "work made for hire" under U.S. Copyright law. Employer will receive exclusive and complete copyrights to all work purchased. (No 3rd party components unless all copyright ramifications are explained AND AGREED TO by the employer on the site per the worker's Worker Legal Agreement). ## Platform Windows Vista or Window 7. MS Office 2007