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#1
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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! |
#2
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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! |
#3
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Setting up Invoices
Fair enough :) Any thoughts on where I should start?
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#4
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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? |
#5
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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? |
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