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Excel Invoice/Accounting System

Our small company is looking to automate our invoicing and accounting system. We are wanting to utilize excel and macros to streamline the process. Proposed pages and functions listed below.

Tab 1: Add client Form

Page to capture client information including:

Name

Email

Phone Number

Address

Customer ID

Tab 2: Full listing of all clients and details. One client = one row with fields previously mentioned.

If a client detail changes we'll manually edit this in the table. Will not need to edit from the form.

Tab 3: Invoice Generator -

Fields prompting for quantity, line item description, item cost.

Will be able to select "Add another item" to add multiple line items and descriptions.

Will be prompted to select client (linked to dropdown menu from the client list on page 2)

Payment Terms (will calculate the due date based on this)

Send date - Select a date & time to send or "send now" option

Reoccurring invoice - checkbox to select and set additional send dates and times.

Generate button

After clicking the button it will transfer all of the data to a preformatted and designed invoice template and send via outlook. It will save a copy of the PDF in a designated folder as well.

Word document format for the invoice will be provided.

Tab 4: On going list of project and invoices sent.

This will be a sheet that lists the invoice, date, due date, and amount

All generated invoices automatically go to table.

Make your first bid your final bid.

Kĩ năng: Excel, Visual Basic, Kiến trúc phần mềm, Excel VBA, Excel Macros

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Về Bên Thuê:
( 69 nhận xét ) Greybull, United States

ID dự án: #26469623

Được trao cho:

mrbrave

Hi, I have completed 250+ Excel VBA related projects here. Using my experience of 10 years of vba, I can complete the system with requirements in couple of hours. I am available to start right away. My first version Thêm

$60 USD trong 1 ngày
(296 Đánh Giá)
6.9

44 freelancer đang chào giá trung bình $141 cho công việc này

schoudhary1553

Hi, Greetings! ✅checked your project details: Excel Invoice/Accounting System ✅Completed Time: In project deadline We have worked on 600 + Projects. I have 6 + years of the experience in same kind of projects. If Thêm

$180 USD trong 3 ngày
(406 Nhận xét)
8.1
(158 Nhận xét)
7.6
P0L

(409 Nhận xét)
7.6
(227 Nhận xét)
7.1
(278 Nhận xét)
7.1
mtdevil369

Hi, Greetings! ✅checked your project details :Excel Invoice/Accounting System ✅Completed Time : 24 hours or your requriment deadline . I would like to work on your project and want to be discission . I have a 5+ years Thêm

$100 USD trong 2 ngày
(279 Nhận xét)
6.8
nagyzoltan68

Hello, I would like to work on your project. I have a great experience using excel macros / VBA. I can do this project with 100% accuracy. The final xlsm file will work well on Windows OS using MS Excel, I am not sure Thêm

$250 USD trong 4 ngày
(138 Nhận xét)
6.6
(135 Nhận xét)
6.6
royalcalif

I would like to discuss little bit more about the project for appropriate duration and cost as well. Hi Mr. Employer, Glad to contact with you. I can do this project through effective manner with 100% accuracy fulfille Thêm

$30 USD trong 1 ngày
(89 Nhận xét)
5.9
AnowarRatul

------------------------------------------I CAN START RIGHT AWAY----------------------------------------- Hello sir, I have read your project details carefully and understand it clearly. I can solve this Excel Invoice/ Thêm

$57 USD trong 1 ngày
(146 Nhận xét)
5.7
(92 Nhận xét)
5.8
nurnga1218

Hi, I think I can do almost your entire project. I've experienced in design form and table. I also suggest that you'll need a form to make the invoice, there you'll pick the client first, then, add transaction etc, so Thêm

$88 USD trong 4 ngày
(46 Nhận xét)
4.7
nemanjadj20

Hello? I have worked on Excel/Word/PPT/MACRO projects to what you are looking for, and I am confident I can exceed your expectations. I have attached samples of work very similar to what you are seeking. https://you Thêm

$155 USD trong 3 ngày
(10 Nhận xét)
4.9
gjursch

Hi, I am an Excel automation expert with experience building the invoice creation and tracking sheet you described. I have completed many products with the functionality you describe including QC inspection trackin Thêm

$277 USD trong 5 ngày
(3 Nhận xét)
4.5
umairabdillah12

Hi There, I have read your descriptions, ibcan help you to build invoice and accounting system'. Please kindly chat me for more detail about this project. Thank you Regard.

$167 USD trong 1 ngày
(17 Nhận xét)
4.3
JSAConsultants

Hey! I will make a proper Invoicing system in excel. I am a qualified chartered accountant and working in a Consultancy firm (Grant Thornton) from 7 years. I had done ACCA, ICAEW, ICAP.I have experienced more than 40 c Thêm

$300 USD trong 15 ngày
(12 Nhận xét)
4.1
ankasky

Hello, I have reviewed the project description you are looking to automate your invoicing and accounting system. I have a detailed review of the functionality of this software like Add client Form, Full listing of all Thêm

$185 USD trong 4 ngày
(9 Nhận xét)
4.5
VbaStudio

Hello. I'm a specialist in Excel and macros. I can do for your sheet everything you listed. Here's a link to my portfolio: https://www.freelancer.com/u/VbaStudio

$50 USD trong 3 ngày
(6 Nhận xét)
3.4
Sunitav36

I am intrested in this project and i am ready to do it for you.I have 8+ Years of experience in Excel, i can make any reports with Automation, Web Search,data cleaning , data extract, Visualization Dashboards in excel Thêm

$55 USD trong 1 ngày
(5 Nhận xét)
3.1
muhammadumar84

Hi, I have gone through your project placement & it matches my expertise, I understand that you are looking for an expert in excel to automate Invoice & accounting system. My Profile: https://www.freelancer.com/u/muha Thêm

$30 USD trong 2 ngày
(10 Nhận xét)
2.6