Setting up Invoices
 

Here's what I need to do:

Invoice and average of 50 different customers each month for one or more of
the dozen services I offer.

I figure I need a database of contact info with each person being assigned a
unique i.d. number.

I also need a database of services

I need a form that pulls info from both databases and provides a total with
or without tax depending on the service.

So my question is, how do I go about doing this? Is excel even the right
program for me or do I need to incorporate access?

Cheers!

Setting up Invoices
 

hi
it could be done in excel but i would highly recomend access. as your
business expands, access would expand with it far better than excel. access
is far more suited for a database. xl2007 i think was a major attempt by MS
to incorperate database into excel but i don't know how successful they are
at it. so my recomendation is use access.
opinions on this subject vary dramatically the the fact remains. excel was
designed as a number cruncher for accountants. access was design as a
database.

regards
FSt1

".:RoKsTaR:." wrote:

Here's what I need to do:

Invoice and average of 50 different customers each month for one or more of
the dozen services I offer.

I figure I need a database of contact info with each person being assigned a
unique i.d. number.

I also need a database of services

I need a form that pulls info from both databases and provides a total with
or without tax depending on the service.

So my question is, how do I go about doing this? Is excel even the right
program for me or do I need to incorporate access?

Cheers!

Setting up Invoices
 

Fair enough :) Any thoughts on where I should start?

Setting up Invoices
 

hi
start with your tables. this is where you will store all of your data. it is
also the first step in designing a database.
you can't put data in database until you have tables to put the data in.
you cant's get data out, unless you have put in it.
so table start the whole show. once you have your tables, access has wizards
to help with with your forms and reports.

when you get a chance, see this sites......
http://allenbrowne.com/tips.html
http://www.mvps.org/access

regards
FSt1


".:RoKsTaR:." wrote:

Fair enough :) Any thoughts on where I should start?

Setting up Invoices
 

I created a database using Access without any previous experience, by
opening Access and going to New and selecting a template from Microsoft
Office online.

I was then able to view the downloaded template and how it was constructed
to then modify it to suit my needs. I modified it dramatically, but it gave
me the start I needed.

Rob

"FSt1" wrote in message
...
hi
start with your tables. this is where you will store all of your data. it
is
also the first step in designing a database.
you can't put data in database until you have tables to put the data in.
you cant's get data out, unless you have put in it.
so table start the whole show. once you have your tables, access has
wizards
to help with with your forms and reports.

when you get a chance, see this sites......
http://allenbrowne.com/tips.html
http://www.mvps.org/access

regards
FSt1


".:RoKsTaR:." wrote:

Fair enough :) Any thoughts on where I should start?