Major portion of the task is done. Need a chat.
Hi there, The major portion of the task is done. Just could not implement some portion due to confusion in understanding. Right now the macro is prepared as per direction except - - record keeping - Incremental Invoice number - An invoice summary available by customer as well as a running monthly total I have some confusion and not clear about the requirement for the above points. Once i could get clarification from you i can make the implementations. If you could come in the chat i could share you the file where you could understand the progress of the task. It's almost done :) . I have attached some screenshots. 1 > Form Preview 2 & 3 > Invoice Preview 4 > Customer Detailed Information tab 5 > Item list tab 6 > Invoice in PDF (not editable) 7 > Confirmation of sending email from excel Please let me know if you would like to know the details and how it working. I can also make changes if required. Hoping to get a response from you soon. Thanks :)
Public Clarification Board
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Contest Holder - 7 years ago
How do I get to you in chat window?
- 7 years ago
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arafatarr
- 7 years ago
Hi there.. I am very much happy to inform you that i am done with the task. :D :D I have implemented all the points you mentioned and most importantly it is very much easy to use. Let me know when you will like to get & review the file.
***Need to change some coding according to the configuration/information of your PC.- 7 years ago
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Contest Holder - 7 years ago
Would like to review when possible please.
- 7 years ago
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arafatarr
- 7 years ago
I am ready to share my file. How would you like to receive the file? I think it would be better if you could come in the chat window since you could face issues in your computer or you could have questions to ask.
And i need the Folder location in your computer to run the file properly.- 7 years ago
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Contest Holder - 7 years ago
Just realised the customer record could be a filter on th esummary page....
- 7 years ago
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arafatarr
- 7 years ago
Yes. Using the filter you can see each customer's history separately. Although i have already written a macro which generates separate worksheet for each customer. :)
- 7 years ago
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Contest Holder - 7 years ago
All invoices need to be stored by invoice number. A link to each invoice needs to be attached to each customer record with the date created. I'm not sure exactly how you would need to do this but as always the more simple the better. If the spreadsheet which already has the customer information had a history Tab or similar that would be fine. Not sure if that is possible, I'm not a techy person just see evrything simplistically. :)
- 7 years ago
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arafatarr
- 7 years ago
Don't worry.. I am trying to make it easier. I am almost done with the updated information. I hope you will get the complete task by tomorrow. Stay tuned.... :)
- 7 years ago
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Contest Holder - 7 years ago
Incremental Invoice numbers means that when I select a new invoice the system will know that the previous invoice number was 1174 so will automatically assign the invoice number 1175 then 1176 and so on. I will require a copy of eack invoice that is sent for my records. I should be able to click on any customers name and see a summary of every invoice sent to them just Date, Invoice number and total. I should be able to click on the invoice number to open to any completed invoice. i also need an accounting summary that shows Date, Invoice Number, Customer Name, and Total. This record should include all invoices issued and again Click invoice number to open. This accounting summary should be set 1st July to 30 June with running totals and Sub totals by month. Let me know if you would like more clarification. Cheers
- 7 years ago
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arafatarr
- 7 years ago
Approximately what is the number of the customers?
According to your requirement, each customer should have separate excel worksheet to show you the summery, am i right?- 7 years ago
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Contest Holder - 7 years ago
Thank You. Certainly heading in the rght direction. A few things would need to be adjusted but a great start.
- 7 years ago
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arafatarr
- 7 years ago
Thank you :)
- 7 years ago
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arafatarr
- 7 years ago
Feel free to ask for any kind of visual change in Form & Invoice
- 7 years ago
