Excel Invoice and packing list automated template

This project was awarded to redsentra for $70 USD.

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Project Description

I need to create a standard Excel workbook that will have multiple tabs to be used as a template. This should be formatted to print and convert to PDF to Email to customers. These work books will link to multiple

tab one customer quote information
Customer information including billing and shipping information
automated date created
automated quote number
Item detail and description
Quantity, Item Number , Description, Color, Decoration, Size, Sell Price, Extended Sell price
Extended sell pricing
Terms and conditions
Payment Terms

Tab 2 Customer invoice
All information from Tab 1
Change Quote to invoice
Quote Number becomes invoice number
Tab 3 Customer packing list
Information from Tab 2
Delete Sell pricing
Change labeling to Packing list

This book should be linked to another summary book. The information in the summary should populate automatically

One line per order in the summary book

Date of order, invoice date, Customer name, total sell, paid etc.

I will provide a sample Invoice

I will provide a sample summary document

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