Excel Invoice and packing list automated template

  • Status Closed
  • Budget $30 - $250 USD
  • Total Bids 29

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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