Document Creation and Accounting Program

I require a “program” whereby I will fill out an Intake Form that will include the Business Name, Address, Phone … possibly 10 different fields that will then be used to “populate” or create:

1. An initial letter

2. An Agreement between the business and our company

3. An invoice generated later

4. A reminder email or letter for an overdue account

Presently, I have developed these letters, agreements, and invoices in Microsoft Word. I would consider this “program” integrating these “Word” documents, or you might wish to create them in Excel (because there will be the need for accounting formulas and tax calculation), or you might wish a different standalone relational database program.

I’ll need to see which companies have outstanding balances and how old the receivable is, and then generate a facsimile or email (with the invoice attached)

I’ll want to be able to sort and generate reports by the various fields.

I’ll want part of the program to be able to create checks and print them along with an envelope.

Skills: Accounting, Data Processing, Excel, Intuit QuickBooks

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About the Employer:
( 2 reviews ) Richmond Hill, Canada

Project ID: #4131617

4 freelancers are bidding on average $613 for this job


Hi, My offer is a windows desktop application (standalone + database). Please refer to my message for details and demo video. Thanks

$500 CAD in 15 days
(7 Reviews)

We have team of experienced who is 100% capable to create your program with your satisfaction.

$750 CAD in 30 days
(1 Review)

I think some macro on Excel is enough for your requirement. It will be easy for you to operate, maintain and update the system without any programming knowledge.

$450 CAD in 10 days
(0 Reviews)

Hello! I am CPA & Excel Expert. Recently I have developed a similar software for my Freelancer Client. I will develop software which will capable of Performing complex calculation, emailing form and docs, gener More

$750 CAD in 15 days
(0 Reviews)