CUSTOMER INVOICING

[OM III]

Using excel for monthy billing. Need to enter and store customer list where?
Have MS Office 2003, where can I store this information and have it
available for monthly invoice? Then enter and store daily jobs for various
customers. At end of month would like to transfer daily data to an invoice
template that I've created in Excel. Would like to assign a number for each
customer, to access their account and then be able to enter a beginning and
ending date for invoices. Will need to do groups and individual customers
from time to time. I could hire a programer but with your help I'd like to do
it myself. I've tried MS Tutorial with little luck.

 

[FinRazel]

Not to confuse you more, because what you want is doable on excel, but I
would rather make an MS Access database in your situation. You could set up
a Customer table, including fields for Cust_ID, Customer Name, Description,
Group, etc. Then, you could make Daily Jobs Table, including fields for
Job_ID, Customer Name, Job Description, Price, Date, etc. You would link the
Customers Table with the Daily Jobs table by the Customer Name fields in a
One-to-Many relationship. Then, using Queries, you could create a monthly
invoice for each Customer.

Check out the Customer Orders Database, Orders Management Database, and Time
and Billing Database, MS templates to download.