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invoice-assistant

invoice-assistant
File Size:
645.50 kB
Version:
1.0
Date:
04 November 2017

Invoice Assistant 1.0

for Excel 2003, 2007, 2010, and 2013 (PC only)

An Invoice Manager for Excel

The Invoice Assistant is a complete invoice management solution for small businesses, especially for consultants and service providers who like using Excel. It combines the flexibility of the simple invoice templates with the power of VBA to automatically create invoices and run the reports that you need to stay on top of your accounting.

Activation Code: ThisIsThePassword

Creating an Invoice

  1. Select a customer from a drop-down list
  2. Choose what template you want to use from a drop-down list
  3. Enter the invoice date
  4. Choose the payment terms from a drop-down list
  5. Press a button to create the invoice file
  6. Enter line items in the invoice
  7. Save and print your invoice

Managing Invoices

  1. Enter the amount paid in the Invoice History table when payments are made
  2. Update the Status of the invoice by choosing one of the following from a drop-down list: "Draft", "Sent", "Paid", "Partial", "Closed"
  3. Create an Aging Report by clicking on a button
  4. Create a customer's Open Balance Report by clicking on a button

 

 

 
 
 
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