I need a Excel invoice / quotation database this is all linked and stored
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Description
Experience Level: Intermediate
am looking to set up a excel type of format that i can use for invoices for same clients each month, new ones and ad hoc clients. the quotation data from selected cells will need to be stored so i can manage my quotations. I also have around 30 clients with a fixed weekly fee that will be invoiced monthly which some times a small charge is applied, i want these to be sent straight from excel as a PDF and stored into my cloud software (copy) under monthly folders if possible?
open to any further advice i do have a letterhead template which i would like to use.
Many thanks
open to any further advice i do have a letterhead template which i would like to use.
Many thanks
Jay G.
100% (18)Projects Completed
27
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Last project
2 Feb 2023
United Kingdom
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