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$
USD
I will build a custom automated excel invoice and quote system with formulas
Software Engineer
Hello! I'm a Senior Software Engineer with extensive experience in developing and deploying enterprise-level applications. I specialize in creating scalable and robust solutions tailored to meet the u...
About this Gig
I will build a professional, automated Excel invoice and quotation system customized for your business.
This is more than a basic invoice template. Your workbook will include formulas and automation that calculate totals, taxes, discounts, payments, balances, and other key values automatically.
Depending on the package you choose, your system can include:
* Automated invoice
* Quote / estimate
* Customer database
* Customer information autofill
* Multiple currencies
* Tax and discount calculations
* Partial payment and balance tracking
* Invoice log
* Automatic paid, unpaid, partial, and overdue status
* Dashboard and revenue analysis
* Multiple tax lines
* Payment history
* Custom business branding
* Logo, colors, and payment details
* PDF-ready invoice layout
* Google Sheets compatible version
I will customize the workbook to match your business requirements and branding.
Perfect for freelancers, consultants, contractors, agencies, and small businesses that want a simple invoicing system without monthly software subscriptions.
Please contact me before ordering if you need additional features or advanced customization.
Platform:
Excel
•
Google Sheets
•
Microsoft Office
Development technology:
Google Apps Script
•
Excel
•
VLOOKUP
Expertise:
Formulas
•
Functions
•
Dashboard
•
Charts
•
Data validation
FAQ
Can you customize the invoice with my company logo and colors?
Yes. I can customize the workbook with your business name, logo, brand colors, contact details, tax information, payment details, and preferred layout.
Will the calculations update automatically?
Yes. Totals, taxes, discounts, payments, balances, and other calculations update automatically when you enter your data.
Can the workbook support different currencies?
Yes. Multiple currencies can be included, such as USD, EUR, GBP, AED, and others depending on your requirements.
Can I track partial payments and outstanding balances?
Yes. Standard and Premium packages include payment tracking, while Premium can also include detailed payment history and overdue detection.
Can you create both invoices and quotations?
Yes. Standard and Premium packages include both an Invoice and Quote/Estimate system.
Does the Premium package include a dashboard?
Yes. The Premium package includes a dashboard for invoiced amounts, payments received, outstanding balances, overdue invoices, and revenue analysis.
Will it work in Google Sheets?
Yes. Google Sheets compatibility is available, especially with the Premium package. I can also check the converted version for formula and layout compatibility.
Can I export invoices to PDF?
Yes. The invoice and quotation sheets can be prepared with a clean print layout so you can easily save or export them as PDF.
Can you add extra features such as inventory, expenses, or purchase orders?
Yes. Additional features can be added as custom work. Please message me before ordering so I can review your requirements and provide the correct package or quote.
Do I need macros or special software?
No. The standard systems are macro-free and work with regular Excel. If you need VBA, buttons, or more advanced automation, please contact me before ordering.
