Remote invoice executive file
- or -
Post a project like this£250(approx. $311)
- Posted:
- Proposals: 1
- Remote
- #61033
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Description
Experience Level: Expert
EXCEL INVOICE CONVERT TO PDF/EMAIL AND CVS/IMPORT
Attached Excel - quote/invoice template
Attached Comma Delimited - Importable file template
I need a program to do the following:
- Use Excel template to create equivalent HTML/Internet page.
- Add SUBMIT button on HTML
- Add field for client email-address to HTML
- Add BATCH button to HTML
- Use HTML equivalent to populate fields in CSV format (let me know if it\'s not clear which fields are which)
- If SUBMIT is pressed CSV record is populated
- With next invoice submission, CSV record is updated (new line in same file)
- If SUBMIT is pressed PDF is created (print-to-PDF of invoice fitted to one page)
- PDF attached to email opened via applicable email manager (Outlook / Thunderbird)
- Client email-address is populated in email for review and send
- If BATCH is pressed CSV file is sequentially numbered and new unpopulated CSV file created for following invoice submission
- Numbered file is attached to email opened via applicable email manager (Outlook / Thunderbird)
- Predefined accounts department email-address e.g. \"safinance@brhc.com\" is populated in email for review and send
Writing down these steps I realized that most of them can be done manually in sequence, so the essence of the program is basically a macro using different applications that might already be in use on the computer.
Please advise how many hours this could take and quote me on it beforehand.
Attached Excel - quote/invoice template
Attached Comma Delimited - Importable file template
I need a program to do the following:
- Use Excel template to create equivalent HTML/Internet page.
- Add SUBMIT button on HTML
- Add field for client email-address to HTML
- Add BATCH button to HTML
- Use HTML equivalent to populate fields in CSV format (let me know if it\'s not clear which fields are which)
- If SUBMIT is pressed CSV record is populated
- With next invoice submission, CSV record is updated (new line in same file)
- If SUBMIT is pressed PDF is created (print-to-PDF of invoice fitted to one page)
- PDF attached to email opened via applicable email manager (Outlook / Thunderbird)
- Client email-address is populated in email for review and send
- If BATCH is pressed CSV file is sequentially numbered and new unpopulated CSV file created for following invoice submission
- Numbered file is attached to email opened via applicable email manager (Outlook / Thunderbird)
- Predefined accounts department email-address e.g. \"safinance@brhc.com\" is populated in email for review and send
Writing down these steps I realized that most of them can be done manually in sequence, so the essence of the program is basically a macro using different applications that might already be in use on the computer.
Please advise how many hours this could take and quote me on it beforehand.
RUDOLF E.
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20 Apr 2024
South Africa
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