Windows 10: Excel beginner , want to create an invoicing solution

Hi, I need to create an invoice for my clients, the invoice is like most commonly invoice we can find, with items like Dates, Name, Tel, Email, items purchased, sub-total, amount etc...

All this values are to be input by me, of course.

However, at the same time, I'd like to have another sheet of Excel where it will show a list of my customer names / customer IDs and their contact information, while another sheet that will contain a list of items purchased

and another sheet that shows the total payment I've received for all the clients ...

However, I'd like all different sheet would generate all those information automatically every time I enter or edit the customer's invoice, without having to modify the information on different sheets by myself.

Is it difficult? Any easy web tutorial focusing on this area?

:)

 

best invoicing solution?


I am doing very small business and I don't actually need a very systematic
invoice. However, I have a plan to start to be a little bit more systematic in the coming new year

Is there any free or low priced excel template, windows software or apps where it can let me have a better management of my customers and invoice?

I often need to create invoice for my customers but currently I only use simple word and create tables by myself, which is very low tech and not organized.

For example, I hope I can find out all the historical invoices sorted by a particular customer, I can assign code for my stocked items, many of
my customers only pay part of the money because I can't deliver my
products to them immediately, so I want to have an auto calculation
and list of how much I've received this month (and wish I can also sort them by their means of payment so that I have a better tracking) and how much my customers will have to pay to me (outstanding amount in total)

Any recommended solution? I have NO excel knowledge....
Since my invoice will contain the personal information of my customers, I hope it's an offline and reliable solution

Thanks for advice.

 

best invoicing solution?


For tax purposes, you are best to use a known solution such as Quickbooks. Excel is a spreadsheet, not a invoicing/bookkeeping solution.

 

best invoicing solution?

thanks you