+ Reply to Thread
Results 1 to 10 of 10

Simple Invoice System wanted

  1. #1
    Registered User
    Join Date
    01-05-2011
    Location
    Western Australia
    MS-Off Ver
    Excel 2010
    Posts
    7

    Post Simple Invoice System wanted

    Hi all, I am looking for a simple Excel invoice solution for a very small service business.

    I am at the moment using an edited version of the basic Excel 2010 Service Invoice (Simple Lines Design) with a couple of new fields for client number, job number and two text fields with job issues and details.

    While that is working for manual entry, it would be great if I could extend it to have auto generated invoice number, retain date of creation and have a link to a customer data sheet with customer info. I don't really need a products data sheet as it is not products being sold, it is service orientated. Having said that if the solution can accept products and also manual entry of items then that will be a bonus. Additionally if there is a way to link the client data to the customer invoices, i.e. if they have more than one, that would also be of great help.

    I am happy to rebuild a solution and template from scratch again if someone could point me to a guide to do what I am asking, or maybe a basic example that I can expand on by adding my own fields and layouts.

    Thanks for your assistance, and if Excel is not the right choice let me know so I can then go and take a look at MS Access or other solutions to try and do the same. My preference for Excel is simply because if I update MS Office in the future it may not include Access as I rarely use it, however Excel is something I would continue to use quite often.

    GW

    P.S. Please consider me as a novice :P

    I am also still going through the many search results here and on Google to try and find a solution too, however if you can point me to the right one or help me directly that will be even better :D
    Last edited by gwmbox; 05-28-2013 at 10:16 PM. Reason: novice tag
    --
    If you don't ask......

  2. #2
    Forum Expert
    Join Date
    08-12-2012
    Location
    Sydney, Australia
    MS-Off Ver
    Excel 2010
    Posts
    5,636

    Re: Simple Invoice System wanted

    i took the ms template and made modifications to Customer selecting and product selecting
    should give you some ideas on how to move forward in creating your own
    its basically a shell at the moment but gives you ideas on what can be done

    the Buttons i added the macro can be added at later date

    Don't mind helping you developing this further but i would prefer you learn it step by step yourself so you can manage/edit it yourself in the future should you need it
    Attached Files Attached Files
    Last edited by humdingaling; 05-28-2013 at 11:12 PM.

  3. #3
    Forum Expert
    Join Date
    08-12-2012
    Location
    Sydney, Australia
    MS-Off Ver
    Excel 2010
    Posts
    5,636

    Re: Simple Invoice System wanted

    ps you dont need access for what you are trying to do

    this is very simple solution without any account keeping as such
    you probably should use account keeping software should your business grow enough

    i would imagine if you have more than 50 "regular" customers you need to start looking into it but that is a business decision you need to make when you reach it
    you will know yourself when you reach that point

  4. #4
    Registered User
    Join Date
    01-05-2011
    Location
    Western Australia
    MS-Off Ver
    Excel 2010
    Posts
    7

    Thumbs up Re: Simple Invoice System wanted

    Thank you very much

    Yes I am keen to learn, I will certainly take a look at what you have provided and see how I go, thanks for the starting point. I will reply later if I get stuck.

    Cheers

    GW

  5. #5
    Forum Expert
    Join Date
    08-12-2012
    Location
    Sydney, Australia
    MS-Off Ver
    Excel 2010
    Posts
    5,636

    Re: Simple Invoice System wanted

    someone else on forum gave very simple but easy to use way to save invoice and update invoice number

    check it out here
    http://www.excelforum.com/excel-prog...vba-codes.html
    you could adapt that to what i have eluded to in "register" sheet

  6. #6
    Registered User
    Join Date
    01-05-2011
    Location
    Western Australia
    MS-Off Ver
    Excel 2010
    Posts
    7

    Re: Simple Invoice System wanted

    Ok I have played with the macros but I really have no idea what I am doing and I am probably doing it all the wrong way, any pointers?

    Cheers

  7. #7
    Registered User
    Join Date
    01-05-2011
    Location
    Western Australia
    MS-Off Ver
    Excel 2010
    Posts
    7

    Re: Simple Invoice System wanted

    Quote Originally Posted by humdingaling View Post
    someone else on forum gave very simple but easy to use way to save invoice and update invoice numbert
    I had a look :P, might as well have been written in chinese :P

    I am still tinkering with it trying to figure it all out thought

    Cheers

  8. #8
    Forum Expert
    Join Date
    02-19-2013
    Location
    India
    MS-Off Ver
    07/16
    Posts
    2,386

    Re: Simple Invoice System wanted

    Hi GWMBOX can you please upload a sample book with few details as what you want and where then it will be more clear and will be helpful

  9. #9
    Forum Expert
    Join Date
    08-12-2012
    Location
    Sydney, Australia
    MS-Off Ver
    Excel 2010
    Posts
    5,636

    Re: Simple Invoice System wanted

    well good thing i can read Chinese also than =p

    understand VBA isnt for everyone so that part of the spreadsheet you should be able to ask for help
    so advice get the function spreadsheet working to a point you are happy with
    the coding at the back can be done at later stage

  10. #10
    Forum Expert
    Join Date
    08-12-2012
    Location
    Sydney, Australia
    MS-Off Ver
    Excel 2010
    Posts
    5,636

    Re: Simple Invoice System wanted

    updated the two missing macro pieces
    and slightly amended the coding on price lookup
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1