Keeping record of clients and job numbers per bill?

C

Chhaya

I want to make bills and also want to track them by job numbers and clients
name. How do i segregate them? Is there a way to add the new job numbers and
dates automatically?
Thanks in advance.
Chhaya Singh.
 
J

JLatham

You could look through the available Excel templates here:
http://office.microsoft.com/en-us/templates/CT011356681033.aspx
and see if any would work for you. Look for ones dealing with INVOICING or
INVOICE - as that's what a bill is usually called in the business world.

If you decide to go custom, yes, automatic assigning of dates and numbers is
available, usually through a little VBA coding of a macro or two.

The tracking by job numbers and clients actually could be better done by
setting things up in a small database such as Microsoft Access.
 
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