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