Ms Access Invoice Database Free Download
. Record: with this tool, you can have the details of all work that has been undertaken as well as the closed invoices and also the bank details of the payments made. Users can also create a cashbook for the record of the invoice’s status and amounts. Insert: users can also insert in their database all information about clients, employees, payment methods as well as shipping address. Printing: Invoicing and Quotating Billing offers a printing option. It allows printing quotations, cashbook, payment history, contacts/customer list, invoices by date, invoices closed, invoices unpaid, parts discontinued as well as parts list.
Ms Access Invoice Database Free Download 10g
Other features: users have the opportunity to email clients, to launch search for invoices and quotations and assign package prices to quotations. Apart from that, they can also create a product stock list, Outlook compatible email, tasks and appointments.Pros. This software is fully compatible with MS Access database.
You can export your data into MS Excel.Cons. Nothing to report.
If you haven’t already,.Read on to learn how to use the template to make your own database and start using it to help run your business. In this articleStart the database for the first timeA dialog box appears which allows you to choose whether to keep the sample data or delete it so that you can begin entering your own data:1. Click the button on the left to open the database and work with the sample data. Access will populate the Services database with data from the fictional company Northwind Traders.2.
Click the button on the right to delete the sample data so you can begin entering your own.Deleting the sample data also prevents the startup dialog box from appearing again later.3. Clear the check box to prevent the dialog box from appearing again later. Note: All fields and controls in the Services template that display currency data use a dollar sign ($) as the currency symbol. If your locale uses a different currency symbol, you should consider adjusting the affected fields and controls before you remove the sample data. Getting Started: Add existing data to your Services databaseThe Getting Started tab includes the following other tabs to help you get your business data in place and ready to go:Getting Started tabsFeaturesLinks to helpful resourcesFields to store information about your company for use on invoices and other reportsDatasheet view of employees. The logged-in employee is recorded on new quotes and invoicesDatasheet view of the services you can add to quotes and invoicesDatasheet view of materials you resell or use.
You can add these products to quotes and invoicesTwo datasheet views: your quotes, and your invoicesWhen you click Start entering my data on the startup dialog box, Access takes you to the Getting Started Welcome tab, where you can begin the process of entering your data into your new Services database.You don’t have to use the Getting Started tab to enter all your data. The tab is there for your convenience in getting started quickly. Most of the information that you can enter on the following Getting Started tabs can also be entered on the main tabs, such as the Quotes tab or the Invoices tab. However, you can only enter your company information (which will appear on quotes and invoices) by using the Company Info tab.
Welcome tab: Help and other resourcesThe links on the Welcome tab point to the most current resources to help you make the most of your Services database. Although the links do not change, the link targets are updated as new resources become available.When you are finished viewing the information on the Welcome tab, click Next to proceed to the Company Info tab.Company Info tab: Enter your company informationOn the Company Info tab, you can enter information about your company, such as name, location, phone, and email address. This information will be displayed on invoices and other reports created by the database.Type in your company’s information into the boxes, and then click Next.Employees tab: Enter employee informationOn the Employees tab, you can begin adding employees to the database. This will help you keep track of which employee did what. For example, when a new quote is created, the employee who is logged in is recorded as part of the new quote.Type each employee’s information into the datasheet, and then click Next.You can also view, edit, and add employees on the main Employees tab.Services tab: Enter service informationOn the Services tab, add information about the services you provide, such as the hourly rate for each.
You can also remove services by deleting them or marking them discontinued. You can only delete a service if it does not appear in any quotes or invoices.When you add a service to a quote or invoice, the default hourly rate for that service is added to the quote or invoice. However, you can adjust the hourly rate for any service before you submit any particular quote or invoice. Adjusting the rate on a quote or invoice will not affect the default hourly rate for the service. Add services data that you have stored in ExcelYou can copy and paste data from Excel into an Access datasheet.
Copying and pasting that data can save you time, especially if the data in Excel is already in rows or columns that are the same or very similar to the columns on the datasheet.There are two main considerations when you prepare to copy Excel data and paste it into Access:.If the Excel data is arranged in rows (as opposed to columns), you should before you paste it into Access.If the Excel columns are not in the same order as the columns on the Access datasheet, you should before you paste them into Access. Tip: To select several non-adjacent groups of cells, press and hold the CTRL key while you select.Right-click a cell that is outside your selected data (for example, a cell below the lowest row of your selection), and under Paste Options, click the Transpose button:Rearrange columns of Excel data that are in a different order from the Services datasheet.Open the Excel workbook that contains the data about your services.Insert a new worksheet. Tip: If your data is not ordered the same as the columns in the Access datasheet, consider inserting a worksheet in Excel and transposing the data onto the new worksheet. Using a new worksheet can make it easier to arrange the data in the same order as the Access datasheet columns.In Excel, select the data, and then press CTRL+C.To select several non-adjacent groups of cells, press and hold the CTRL key while you select.Right-click a cell that is outside your selected data (for example, a cell below the lowest row of your selection), and under Paste Options, click the Transpose button:Rearrange Excel columns that are in a different order from the Products datasheet.Open the Excel workbook that contains the data about your products.Insert a new worksheet. Note: If you are not logged in to the database, select your name from the Salesperson drop-down list to add your name to the quote or invoice.Quotes: Manage all your quotesThe Quotes tab provides views to help you manage quotes based on their status.Quotes are listed on the following tabs:.Active Lists quotes that have not been invoiced, rejected, or expired.Approved Lists quotes that have been approved or invoiced.Invoiced Lists quotes that have been invoiced.
You can view the invoice of a listed quote.Expired Lists quotes which expired without being invoiced.Rejected Lists quotes which have been rejected. You can approve a rejected quote to make it available for invoicing.View details about a quote.Click a value under Quote# to open the Quote Details form for that quote.You can edit the details of a quote before it is submitted – i.e., if the Status is New.Quote Details form1. The quote number and status appear in the upper left corner of the Quote Details form.2.
Use the buttons at the top of the Quote Details form to submit, approve, reject, or invoice a quote, to create a duplicate of a quote, and to view a quote in preparation for printing.3. General information about a quote goes in the boxes just below the buttons at the top of the Quote Details form.4. The tabs in the middle of the Quote Details form are for details about the quote: line items (services and products), service location, taxes and terms, and notes. You can adjust the rates and unit prices for line items on any quote without affecting the default value for the associated service or product.5. Total amounts for services, products, and tax are displayed at the bottom right corner of the Quote Details form. If you update details on the Line Items tab or the Taxes & Terms tab, click Refresh Totals to update the amounts shown in this area. Create a new quote.On the Quotes tab, click New Quote, and then fill in the Quote Details form.
Excel Invoice Database Template
Note: You can’t change any details of a quote that has been approved. However, you can make a duplicate quote by clicking Duplicate, revise and submit the duplicate quote, and then approve and use that quote to create an invoice.At the top of the Quote Details form, click Invoice.Print or email a quote.On the Quotes tab, click a value under Quote# to open the Quote Details form and display the quote.At the top of the Quote Details form, click View Quote.Access opens the quote in the form in which it will be printed.