Invoice Pro-Forma. Form, Tracking and summaries.

  • Estado: Closed
  • Premio: $40
  • Propuestas recibidas: 6
  • Ganador: shiroidzume

Instrucciones del concurso

Looking for a Bespoke user friendly Pro-Forma for invoicing. Pro-Forma coud be simple excel or similar but needs to be small file size for emailing and not able to be edited by recipient.
-Pro-Forma and invoices must include Logo, Phone number, email & Web address.
-As an australian business it will also need to include abn as well as calculate and display the GST (sales tax) calculated as 1/11th of total value
-A nice bright straight forward form to easily fill invoice.
-Include a button to email invoice to customer once completed.
-Pro-Forma should link to Customer details for auto fill and record keeping.
-Incremental Invoice number should automatically assigned and date auto filled.
-A drop down of items should be made available for user to fill during set-up.
-An invoice summary available by customer as well as a running monthly total.
-Invoices are generally for only one or two items at a time.

Some Basic concept Ideas provided below to assist with inspiration only.

# Logo Attached
# Phone 0411 789 288
# ABN 85 957 123 137
# [url removed, login to view]
# accounts@[url removed, login to view]

*When submitting entries please acknowledge that some alterations and fine tuning will be expected to the winning entry.

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Comentarios del empleador

“Great working with Shiroidzume. Very Good Interpretation of the job and the work required. Continued fine tuning until everything was 100% to our liking. Would highly recommend. ”

Imagen del perfil baconaneggs, Australia.

Principales propuestas de este concurso

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Tablero de aclaración pública

  • shiroidzume
    shiroidzume
    • 7 meses atrás

    Hello! Will you give every entry some stars? Just to see how we're doing, to be able to make last improvements before the end of the contest..

    • 7 meses atrás
  • baconaneggs
    Organizador del concurso
    • 7 meses atrás

    Than You all for your entries to date. The standard of most entries as been very high and I will have a hard time picking a winner. Please note that the GST in Australia is +10% on top of the cost of goods. There has been some variations in interpretation as I have noted 1/11th of the total value. This is how we work out the GST on the total value of an invoice. e.g $200 item plus 10% GST = $220. 1/11th of the "Total" payable is GST. We are able to work and declare the tax either way but for the sake of clarity I will make it a plus GST So if the items are 1. $145 2. $360 then create a sub total $505 then add GST (@10%) $50.50 for the total payable of $555.50. The format used by allis fime but the calculation may need to be adjusted.

    • 7 meses atrás
    1. SalesAI
      SalesAI
      • 7 meses atrás

      Hi, My entry already have the same type of auto-calculation as mentioned above.

      • 7 meses atrás
  • baconaneggs
    Organizador del concurso
    • 7 meses atrás

    More entries are very welcome but they will need to be of a very high standard to compete. :)

    • 7 meses atrás
  • sithalchordia
    sithalchordia
    • 7 meses atrás

    Hello, I am working on this. Are you planing to select an early winner? Or are you planning to keep the contest open till the end date. I have few more questions, can you please PM me if possible.

    • 7 meses atrás
    1. sithalchordia
      sithalchordia
      • 7 meses atrás

      2. The attachment that would be sent as mail can be a PDF?

      • 7 meses atrás
    2. sithalchordia
      sithalchordia
      • 7 meses atrás

      Uploading my draft version of excel that I have come up with. Please have a look at it and do let me know your comments for my entry.

      • 7 meses atrás
  • shiroidzume
    shiroidzume
    • 7 meses atrás

    My pro-forma is ready. I wonder how are you going to choose the winner by the screenshots?

    • 7 meses atrás
    1. baconaneggs
      Organizador del concurso
      • 7 meses atrás

      Hi, The winner will be chosen based on
      a). Best meets the criteria as detailed and explained.
      b) Is the one that we believe will achieve the most with the least input.
      We are a small business with never enough hours in the day so we need to find ways to get things done a bit quicker/easier. Cheers

      • 7 meses atrás
  • arafatarr
    arafatarr
    • 7 meses atrás

    "-Pro-Forma should link to Customer details for auto fill and record keeping."

    Can you please elaborate the meaning of the above?

    • 7 meses atrás
    1. arafatarr
      arafatarr
      • 7 meses atrás

      Does it mean you want to store all invoices for each of the customers?

      • 7 meses atrás
    2. arafatarr
      arafatarr
      • 7 meses atrás

      The task is almost complete. Entry #7.
      Just need some clarification... Have a look at my entry :) Entry #7

      • 7 meses atrás
  • baconaneggs
    Organizador del concurso
    • 7 meses atrás

    Hi. Running office 365. Thank You or your submissions.

    • 7 meses atrás
  • shiroidzume
    shiroidzume
    • 8 meses atrás

    I hope the version of your MS Excel and Outlook is relatively fresh :) But, hopefully, my solution will work on older versions as well.

    • 8 meses atrás
  • shiroidzume
    shiroidzume
    • 8 meses atrás

    Dear Contest Holder, please advise which version of Excel and Outlook you are going to use with this. Your answer will help a lot to ensure that the solution provided will work smoothly.

    • 8 meses atrás
  • SalesAI
    SalesAI
    • 8 meses atrás

    I have submitted the entry. Hope you will like it.

    • 8 meses atrás
  • baconaneggs
    Organizador del concurso
    • 8 meses atrás

    Outlook for the email is good as it will keep a record locally.

    • 8 meses atrás
  • SalesAI
    SalesAI
    • 8 meses atrás

    Email functionality mentioned in the requirement, does it mean you will have Outlook or how is it. Please comment. Thanks.

    • 8 meses atrás
  • baconaneggs
    Organizador del concurso
    • 8 meses atrás

    You are welcome to submit in any format that fits the brief but we should be able to utilise with standard type software.

    • 8 meses atrás
    1. aturgut
      aturgut
      • 8 meses atrás

      fillable pdf could be an option but some components will be missing.

      • 8 meses atrás
  • baconaneggs
    Organizador del concurso
    • 8 meses atrás

    Yes. All componenets are important to make this an easy, one step task.

    • 8 meses atrás
  • aturgut
    aturgut
    • 8 meses atrás

    All conditions are must? what about fillable pdf?

    • 8 meses atrás

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