Software > Box 1 > Invoicing 101 (Pete's Electric)

Template: ZAP_b1_invoicing101_PetesElectric

• You do NOT need to connect DIY1 to get invoice emailing to work. That is all built into the internal/bound google script project
• You will need to connect the DIY1 for the NAV1 and some of the DIY1 menu functionality as is typical

Technical Details:
Approximate # of Active Worksheets: 15
Approximate # of Silent Worksheets: 4 
​Array Formulas: LOTS...
Internal / Bound Script Project used? Yes
External / Unbound Script Project used? Yes

description

This template contains a Customer Database, an Invoicing Module, an Accounts Receivable report, a Payment Journal and various invoice and sales reporting worksheets all in one file template. 

• Great for learning about Business Basic Needs in general.
• Great for learning about the creation and modification of relational databases in a spreadsheet platform
  
• Great for learning about developing interactive applications on Google platform that combine Google Sheets, Google Drive and Gmail
  
• Great for many basic and intermediate small contractor billing applications (without or with some modification as deemed necessary)
  
• You can make another copy of this template and change the terminology to serve as a Quoting system as well. 

NOTE: We have a far more complex version of this functionality is modular. The Customer Database is in one Workbook with a lot more bells and whistles. It is connected to separate Quoating and Invoicing Modules, and we have a time tracking workbook, a materials tracking workbook and a separate reporting workbook for both of those combined.  That will be coming out in a while.  We will likely have something that is in between those two as well for stepping stones (or maybe not).    

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More screen shots coming soon. As soon as we have more sample data in the file (2021-11-23), but no need to wait for those, just open the file and look at it yourself. It's live already, just click on the link at the top of this page.