Invoice Pro-Forma. Form, Tracking and summaries.

  • Durum: Closed
  • Ödül: $40
  • Alınan Girdiler: 6
  • Kazanan: shiroidzume

Yarışma Özeti

Looking for a Bespoke user friendly Pro-Forma for invoicing. Pro-Forma coud be simple excel or similar but needs to be small file size for emailing and not able to be edited by recipient.
-Pro-Forma and invoices must include Logo, Phone number, email & Web address.
-As an australian business it will also need to include abn as well as calculate and display the GST (sales tax) calculated as 1/11th of total value
-A nice bright straight forward form to easily fill invoice.
-Include a button to email invoice to customer once completed.
-Pro-Forma should link to Customer details for auto fill and record keeping.
-Incremental Invoice number should automatically assigned and date auto filled.
-A drop down of items should be made available for user to fill during set-up.
-An invoice summary available by customer as well as a running monthly total.
-Invoices are generally for only one or two items at a time.

Some Basic concept Ideas provided below to assist with inspiration only.

# Logo Attached
# Phone 0411 789 288
# ABN 85 957 123 137
# www.quinnsbins.com.au
# accounts@quinnsbins.com.au

*When submitting entries please acknowledge that some alterations and fine tuning will be expected to the winning entry.

Aranan Beceriler

İşveren Geribildirimi

“Great working with Shiroidzume. Very Good Interpretation of the job and the work required. Continued fine tuning until everything was 100% to our liking. Would highly recommend. ”

Profil Görüntüsü baconaneggs, Australia.

Genel Açıklama Panosu

  • shiroidzume
    shiroidzume
    • 6 yıl önce

    Hello! Will you give every entry some stars? Just to see how we're doing, to be able to make last improvements before the end of the contest..

    • 6 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    Than You all for your entries to date. The standard of most entries as been very high and I will have a hard time picking a winner. Please note that the GST in Australia is +10% on top of the cost of goods. There has been some variations in interpretation as I have noted 1/11th of the total value. This is how we work out the GST on the total value of an invoice. e.g $200 item plus 10% GST = $220. 1/11th of the "Total" payable is GST. We are able to work and declare the tax either way but for the sake of clarity I will make it a plus GST So if the items are 1. $145 2. $360 then create a sub total $505 then add GST (@10%) $50.50 for the total payable of $555.50. The format used by allis fime but the calculation may need to be adjusted.

    • 7 yıl önce
    1. SalesAI
      SalesAI
      • 7 yıl önce

      Hi, My entry already have the same type of auto-calculation as mentioned above.

      • 7 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    More entries are very welcome but they will need to be of a very high standard to compete. :)

    • 7 yıl önce
  • sithalchordia
    sithalchordia
    • 7 yıl önce

    Hello, I am working on this. Are you planing to select an early winner? Or are you planning to keep the contest open till the end date. I have few more questions, can you please PM me if possible.

    • 7 yıl önce
    1. sithalchordia
      sithalchordia
      • 7 yıl önce

      2. The attachment that would be sent as mail can be a PDF?

      • 7 yıl önce
    2. sithalchordia
      sithalchordia
      • 7 yıl önce

      Uploading my draft version of excel that I have come up with. Please have a look at it and do let me know your comments for my entry.

      • 7 yıl önce
  • shiroidzume
    shiroidzume
    • 7 yıl önce

    My pro-forma is ready. I wonder how are you going to choose the winner by the screenshots?

    • 7 yıl önce
    1. baconaneggs
      Yarışma Sahibi
      • 7 yıl önce

      Hi, The winner will be chosen based on
      a). Best meets the criteria as detailed and explained.
      b) Is the one that we believe will achieve the most with the least input.
      We are a small business with never enough hours in the day so we need to find ways to get things done a bit quicker/easier. Cheers

      • 7 yıl önce
  • arafatarr
    arafatarr
    • 7 yıl önce

    "-Pro-Forma should link to Customer details for auto fill and record keeping."

    Can you please elaborate the meaning of the above?

    • 7 yıl önce
    1. arafatarr
      arafatarr
      • 7 yıl önce

      Does it mean you want to store all invoices for each of the customers?

      • 7 yıl önce
    2. arafatarr
      arafatarr
      • 7 yıl önce

      The task is almost complete. Entry #7 .
      Just need some clarification... Have a look at my entry :) Entry #7

      • 7 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    Hi. Running office 365. Thank You or your submissions.

    • 7 yıl önce
  • shiroidzume
    shiroidzume
    • 7 yıl önce

    I hope the version of your MS Excel and Outlook is relatively fresh :) But, hopefully, my solution will work on older versions as well.

    • 7 yıl önce
  • shiroidzume
    shiroidzume
    • 7 yıl önce

    Dear Contest Holder, please advise which version of Excel and Outlook you are going to use with this. Your answer will help a lot to ensure that the solution provided will work smoothly.

    • 7 yıl önce
  • SalesAI
    SalesAI
    • 7 yıl önce

    I have submitted the entry. Hope you will like it.

    • 7 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    Outlook for the email is good as it will keep a record locally.

    • 7 yıl önce
  • SalesAI
    SalesAI
    • 7 yıl önce

    Email functionality mentioned in the requirement, does it mean you will have Outlook or how is it. Please comment. Thanks.

    • 7 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    You are welcome to submit in any format that fits the brief but we should be able to utilise with standard type software.

    • 7 yıl önce
    1. aturgut
      aturgut
      • 7 yıl önce

      fillable pdf could be an option but some components will be missing.

      • 7 yıl önce
  • baconaneggs
    Yarışma Sahibi
    • 7 yıl önce

    Yes. All componenets are important to make this an easy, one step task.

    • 7 yıl önce
  • aturgut
    aturgut
    • 7 yıl önce

    All conditions are must? what about fillable pdf?

    • 7 yıl önce

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