Tracking services done for multiple clients

[GoldNEagle]

What program can I use to track all the 'jobs' done for separate clients,
along with tracking billing as to what's been paid and what is still due.

 

[Herb Tyson [MVP]]

It all really depends on how much information you need to store and how much
effort you want to put into it. Some folks create an Excel spreadsheet for
keeping track of that sort of thing, others use Access. Still others might
add a custom field either to the Tasks or Journal items in Outlook and use
that. In my case, for example, I use Outlook's Journal feature. I use
Category for the company/client, and I added a Paid field to indicate
whether a given item has been paid.

For invoices, when you copy from the Journal and paste into Excel, it goes
across as a table, and can be mathematically manipuplated there.

 

[GoldNEagle]

Thank you for responding and for the information. I'm actually using Excel
for this now. What about this Outlook 2003 with Business Contact Manager? I
am an auto appraiser, my files consist of photos and forms. I can go into
greater detail if needed in an e-mail.
Once again, Thank you for the information.

 

[GoldNEagle]

That looks like it might be the best way for me to go, with outlook. I will
try that. Thank you very much for your help.

Mark Atwater