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

Discus and support Excel beginner , want to create an invoicing solution in Microsoft Office and 365 to solve the problem; 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... Discussion in 'Microsoft Office and 365' started by Tsw88, Mar 27, 2019.

  1. Tsw88 Win User

    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?

    :)
     
    Tsw88, Mar 27, 2019
    #1
  2. Tsw88 Win User

    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.
     
    Tsw88, Mar 27, 2019
    #2
  3. bro67 Win User
    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.
     
    bro67, Mar 27, 2019
    #3
  4. Tsw88 Win User

    Excel beginner , want to create an invoicing solution

    best invoicing solution?


    thanks you
     
    Tsw88, Mar 27, 2019
    #4
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Excel beginner , want to create an invoicing solution

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