Web design invoiceKazi
Need to add US bank details when invoicing in USD be able to edit invoice payment date Remove error message when creating new user, quotation
...the single projects. All contractors have thei own page, that u can upload a invoice who is saved on the web/sky. The single invoice that is uploaded is set by date, amount, billing nr, and are taget and subtaget with the right tag, that are selected from dropdowns. U can also leave a comment. Hi, Im interested. How long is it for you to finish this? I also wonder, how is your thoughts about the storing of the invoices/files that are uploaded. This should be on the web/sky. Also need a "scan" function, so we can compare a invoice towards a "offer from a supplier", so we can see if the price is corrext. So it needs to be possible to upload an offer/pdf that you get from a supplier, so when you upload an invoice you can sca...
I require assistance with entering invoice numbers and entries from my account statement, which is in PDF format, into my accounting software, Zoho. It's yet to be determined if the process will be manual or automated. The freelancer for this project should: - Have experience in data entry, ideally with accounting data. - Be familiar with Zoho accounting software. - Have expertise in processing and extracting information from PDFs. - Demonstrate problem-solving skills to identify the most efficient method for transferring the data, whether it's manual input or utilizing an automated solution. The key objective is accurate and efficient data transfer, ensuring all information in Zoho aligns with the account statements.
I'm currently looking for a skilled Accounts Payable Specialist to help with invoice processing. Your primary role would be to handle various aspects of this process using the Xero and ProSpend software applications. Key Responsibilities: - Efficiently process a high volume of invoices within a specified timeframe. This includes coding invoices and preparing a weekly payment run. Communication: - I prefer updates and questions about invoices to be communicated via email or through the messaging app. The ideal candidate will have: - Proven experience in accounts payable roles - Proficiency in Xero and ProSpend - Excellent attention to detail - Strong time management skills - Good written communication skills, particularly via email A detailed process guide will be provided...
March: 3.38 man-days x USD 915 = USD 3,092.70 Advance: 1.5 man-days x USD 915 = USD 1,372.50 Total: USD 1,720.20
I need a potent and reliable web-based cafe management application developed. The program will streamline important aspects of my business including: - Menu management: to allow me to update dishes and prices in real time. - Order tracking: to oversee progress and completion of orders from the kitchen. - Employee scheduling: to manage shifts and work hours of my team. - Customer ordering: to accept food and drink requests directly from the menu. - Inventory Management: for keeping track of purchasing, storing and using products. - Invoice creation and tracking: a straightforward system of billing customers. - Analytics: to help me understand business trends and customer habits. The ideal freelancer for this project has proven experience in web development, particular...
...their shops. These retailers will be able to choose freely from the collection and will not be charged for transportation costs. The agent for Art Unlimited cares for the interests of both Art Unlimited, being the supplier, and of the retailer. All sales to the retailers are related to compensation of the costs with the agent to the amount of 20 % of sales. Unless the retailer hasn't paid its invoice in time Art Unlimited will pay the 20 % at the end of each month. After the trial period of two months we come to the term of at least one year. The agent is not supposed to become one for any competitor of Art Unlimited. Please let me know in which region you would like to be active. This region can be any city (except for regions where other sales agents are already active...
I am looking for a prep center Is a small warehouse that customers send me products I scan the barcode of the product and register for the customer. Also the generato a invoice for each customer depending of the preparation of the product . I am doing a prep center warehouse an I need a software that I can .register customer .Each customer is going to send multiple product . Depends on the product needs different preparation (price) . Register each product in the customer portal whit the product barcode including picture of the product . Location in the warehouse for the product . Invoice Generator for each customer . Also how much the business is generated monthly, yealy. I give the details price of all the preparation Key requirements: - E-commerce platform: The web...
...history of items. 2. Sales Tracking: Recording and evaluation of sales data to assess performance and project trends. 3. Tracking of expenses:Tracking of expenses including billables, 4. Financial Reporting: Basic financial reports to aid in decision-making and ensure legal compliance. 5. System must be ready to be integrated local authority invoicing compliance (Zambia Revenue Authority Smart Invoice) Additionally, the system must have a basic level of user access control, allowing for distinction between admin and general users. Experience in developing Tally systems, familiar with Windows platform and having a strong understanding of inventory management, sales data and financial reporting are key skills ideal for this job. Accuracy, reliability and security must be maintai...
...their shops. These retailers will be able to choose freely from the collection and will not be charged for transportation costs. The agent for Art Unlimited cares for the interests of both Art Unlimited, being the supplier, and of the retailer. All sales to the retailers are related to compensation of the costs with the agent to the amount of 20 % of sales. Unless the retailer hasn't paid its invoice in time Art Unlimited will pay the 20 % at the end of each month. After the trial period of two months we come to the term of at least one year. The agent is not supposed to become one for any competitor of Art Unlimited. Please let me know in which region you would like to be active. This region can be any city (except for regions where other sales agents are already active...
...their shops. These retailers will be able to choose freely from the collection and will not be charged for transportation costs. The agent for Art Unlimited cares for the interests of both Art Unlimited, being the supplier, and of the retailer. All sales to the retailers are related to compensation of the costs with the agent to the amount of 20 % of sales. Unless the retailer hasn't paid its invoice in time Art Unlimited will pay the 20 % at the end of each month. After the trial period of two months we come to the term of at least one year. The agent is not supposed to become one for any competitor of Art Unlimited. Please let me know in which region you would like to be active. This region can be any city (except for regions where other sales agents are already active...
IA-calculated Excel Sheet Want to design an auto-calculated editable quotation, Purchase order, Invoice, and company letterhead in Excel and log-register quotation price and list in excel details as below All the Reports , Log, Purchase Order Quotation has to be Printed in PDF Sample Attached Customization is required as per our requirement The Provided Sample Sheets all Need to Be Combined in One Sheet Excel ERP Template Sales Pipeline Excel Template Excel Quotation Generator with Database Commercial Invoice Generator Excel Template Contractor Invoice Excel Template Vender List, Client List , Purchase order , Quotation & Invoice Log Excel Purchase Order Generator and Tracker Employee Attendance Tracker and Payroll Excel Template The company operati...
I'm looking for a proficient web developer with experience in Joomla and Hikashop to customize the invoice sheet layout of my website. The sheet should be working for both languages of website in the specific language and should be easily printable by siteadmin to be attached to the package( .csv / or xml?) Your tasks will include: - Modifying the layout of the invoice sheet, specifically the header arrangement, footer items, and body contents. - Customizing the header of the invoice sheet as per provided example. The ideal candidate will not only have a solid understanding of Joomla and Hikashop, but will also be adept at translating my vision into a user-friendly interface. If you possess these skills and think you can help, then I'd love to he...
...for the website include: - A clean, modern design that is reflective of my professional work - Smooth integration of a payment gateway that allows visitors to make payments using credit cards - Full functionality on both desktop and mobile platforms The primary goal of the website is to encourage visitors to get in touch with me for my services. The payment gateway integration is intended to streamline the process for potential clients, making it easy for them to make payments using their credit cards. Ideal skills and experience for this project: - Proficiency in web development, specifically portfolio websites - Previous experience in integrating payment gateways, preferably with credit card capabilities - Strong understanding of UI/UX design to ensure a seamles...
As the owner of a digital business, I'm in need of a Laravel backend developer with expertise in various areas. Primary tasks will include: 1. Developing a user registration and authentication system 2. Creating a comprehens...include: 1. Developing a user registration and authentication system 2. Creating a comprehensive data management system Secondary tasks will include: 1. Incorporating an email notification system 2. Implementing role-based access control mechanisms 3. Implementing an invoice system Ideal candidates should have significant experience in backend development, specifically with Laravel, and should be well-acquainted with the latest web standards. Knowledge of security principles and proficiency in complex SQL queries and database schema design...
I need a skilled professional to integrate and fully synchronize my company's Zoho CRM with Xero accounting platform. Key Integration Functions: - Contact synchronization - Invoice generation - Payment tracking Data Fields & Information Synchronization: - I primarily need the 'Accounts' data fields to be synced between the two platforms. Handling Data Conflicts: - I prefer that data should be automatically prioritized from Xero in case of any discrepancies or conflicts between Zoho CRM and Xero. The ideal candidate for this project should: - Have extensive experience in integrating Zoho CRM and Xero - Be able to effectively manage and prioritize data flow between the two platforms - Ensure seamless and error-free synchronization of the specified functions a...
I am seeking an experienced Django developer to make specific modifications to the Single Invoice Page on my current POS web application. The chosen candidate would: - Update the layout of our invoices for enhanced aesthetics and usability - Customize our invoice numbering system for enhanced organization and tracking Another critical aspect of this project involves implementing a few strategies I have envisioned to boost sales and simplify our processes. These strategies include: - Streamlining our checkout process to quicken and optimize customer transactions - Implementing barcode scanning for products to speed up the billing process, with a preference for integrating barcode scanner hardware - Integrating an inventory management system to ensure our stock levels...
...their shops. These retailers will be able to choose freely from the collection and will not be charged for transportation costs. The agent for Art Unlimited cares for the interests of both Art Unlimited, being the supplier, and of the retailer. All sales to the retailers are related to compensation of the costs with the agent to the amount of 20 % of sales. Unless the retailer hasn't paid its invoice in time Art Unlimited will pay the 20 % at the end of each month. After the trial period of two months we come to the term of at least one year. The agent is not supposed to become one for any competitor of Art Unlimited. Please let me know in which region you would like to be active. This region can be any city (except for regions where other sales agents are already active...
As a company offering CRM software, we're in need of a driven, skills-focused individual to tackle our sales. We're not seeking a software developer but someone who has strong presentation and negotiation skills. This is a prime opportunity for those who have an interest in the tech industry and a knack for turning prospects into loyal customers. Ideal skills and capabilities include: - Strong pitching and negotiation abilities for successful conversions - Profound understanding and experience in selling CRM software to various businesses - Effective oral and written communication skills - Capable of responding to customers' technical queries about our software swiftly and accurately Interested applicants should be prepared for a dynamic environment that requires quick...
Need C# developer to integrate zatca and below actions, Prefer to develop a rest Api to call zatca and input parameter will provide invoice in Json. Anyone has previous experience on zatca integration is preferred, we need to complete as soon as possible. 1. Create CSR certificate 2. Compliance Invoice with simulation and production 3. Clear Invoice with simulation and production 4. Report Invoice with simulation and production Note: We need source code, and it should be configured on our system.
...have this task semi-automated in an Excel macro, but I want to do it easier. I need a tool (also in Excel/VB/Macro) where: - I'll write the day, month and year - I'll write the first invoice number and last invoice number that I want your tool to search - I'll hit a button "START" and your tool will search and download to my computer every invoices from that range that were issued on that specific day from an specific URL. The URL for these files is a standard URL. It's always an URL like this: The only part that changes is day, month, year and invoice number. Example: if I want to download any available invoices between numbers 5000 and 10000 that were issued on February 3rd 2024, I'll write: - 03/02/2024 - 5000 - 10000 And ...
...Small Company Operations Sheet My Budget is fixed . 1000 Rupees I want an auto-calculated Want to design an auto-calculated editable quotation, Purchase order, Invoice, and company letterhead in Excel and log-register quotation price and list in excel details as below All the Reports , Log, Purchase Order Quotation has to be Printed in PDF Sample Attached Customization is required as per our requirement The Provided Sample Sheets all Need to Be Combined in One Sheet Excel ERP Template Sales Pipeline Excel Template Excel Quotation Generator with Database Commercial Invoice Generator Excel Template Contractor Invoice Excel Template Vender List, Client List , Purchase order , Quotation & Invoice Log Excel Purchase Order Generator and Tracker Emplo...
I'm looking for an experienced Perfex CRM developer who can modify the application to align with the Indian Financial year. Key Deliverables: - Modify reporting and analytics: I need to change indian financial year-based data in the reports. The modified CRM should generate custom reports with year-end financial statements. - Pre-invoice ID auto-generate: I want an auto-generate feature for pre-invoice IDs. Skills Required: - Strong experience in Perfex CRM development - Proficient in modifying reporting and analytics - Familiarity with Indian Financial Year specifics - Ability to generate custom reports This project is time-sensitive so I need someone who can deliver the modifications in a timely and efficient manner.
...Company Operations Sheet My Budget is fixed . 3000 Rupees I want an auto-calculated Want to design an auto-calculated editable quotation, Purchase order, Invoice, and company letterhead in Excel and log-register quotation price and list in excel details as below All the Reports , Log, Purchase Order Quotation has to be Printed in PDF Sample Attached Customization is required as per our requirement The Provided Sample Sheets all Need to Be Combined in One Sheet Excel ERP Template Sales Pipeline Excel Template Excel Quotation Generator with Database Commercial Invoice Generator Excel Template Contractor Invoice Excel Template Vender List, Client List , Purchase order , Quotation & Invoice Log Excel Purchase Order Generator and Tracker ...
Short brief about the business description...is US - We can supply OA/WS and Brand Direct products About Supply: We buy every product suitable the conditions. * - We utilize air cargo for shipments and thus refrain from sending items unsuitable for air transport or classified as Hazmat. we don't supply hazmat, prohibited goods to Air logistic, food, edible inventory -The inventory to be supplied must comply with Amazon policy. -Vaild invoice is main priority -Long dimension and Heavy products are not preferred. -We avoid entering overly competitive ASINs and focus on low competition. About us If you provide ASINs from wholesalers/distributors, we have LLC with resale certificate and LTD in UK. We can discuss further the details if you are eligible,available and have enough...
I'm looking for someone who can help me sell Android mobile apps designed specifically for small shop owners. There are three different apps to cater to the needs of shops in three different areas. 1 Point of sale (App Name - MyPOS) 2 Receivables Management (Udhar Khata) (App Name - PayMe) 3. IGST Billing with and Receivables. (App Name - IGST Invoice & Status) This project has a strong emphasis on usability and accessibility. Key Responsibilities: - Installing one of the above apps with a Shop Owner depending on his requirements. - Selling the App using Payment GetWay available with each of the Apps. - Focusing on point of sale, receivables management, IGST Billing, and Receivables. Ideal Skills: - Proficiency in Field Sales - Proficiency in installing and onboarding...
...check to work on certain dates and if they agree i send their profile to the production for approval. The approved staff then get added to a whatsapp "mailing list to communicate with as a group but each person receives a private message. - Contact List Management: I also need the CRM to have a robust Contact List management system, to help keep track of our clients and their interaction history, invoice and wages timesheets but this would be intergrated with another program i expect. Ideal Skills and Experience: - Proficiency in WhatsApp API and CRM development - Experience in creating survey systems that can be integrated into a CRM - Strong understanding of workflow management systems and its implementation - Familiarity with team task and assignment management tools T...
I am seeking an experienced Sage X3 user to help create and customize sales order, purchase order, and invoice forms in my business's system. This project requires a deep understanding and experience with Sage X3, specifically version 12. Key tasks: - Develop and design a sales order form - Develop and design a purchase order form - Develop and design an invoice form Skills and Experience: - Previous work with Sage X3 version 12 - Previous work with Crystal Reports version 2020 - Extensive knowledge in form creation and customization - Experience in Sales Order, Purchase Order, and Invoice process and form design When making a bid, I would like to know more about your experience with Sage X3, particularly any past projects involv...
...opens only to the user to whom it was sent. If clicking on the link will enter the login information of another user, in this case it should not proceed. Configure the correct redirect to the necessary sites * insert a link to a document for download on one of the site pages (this document has already been generated and there is a download link on another page of the site) * Add generation of an invoice for using the site in pdf form (the form will be provided) with saving on the pages in the admin panel and on the user page. * Edit the account pages created in the admin panel, add a filter by user, month, account status and account number (these fields have been created, you just need to display them on the page). It should be possible to delete and download invoices, both in...
Need C# developer to integrate zatca and below actions, Please contact if you have previous experience in zatca einvoice integration. Prefer to develop a rest Api to call zatca and input parameter will provide invoice in Json. Anyone has previous experience on zatca integration is preferred, we need to complete as soon as possible. 1. Create CSR certificate 2. Compliance Invoice with simulation and production 3. Clear Invoice with simulation and production 4. Report Invoice with simulation and production Note: We need source code, and it should be configured on our system.
...notifies the patient that their results are out and tell them to log in to their portal to view them, and should they need to discuss the results they should book a meeting from their portal 9. Patient is requested to provide next of kin details and visa details 10. Patient is notified of the travel arrangements and given an option to book a call to discuss if they want to 11. Patient is sent an invoice for the consultation (Zoho books) 12. Patient is requested to set up a post-treatment feedback 13. End Some of this process has already been done. The templates, some automation and even the logic behind the treatment progress have been done. I don't know if the previous developer did a good thing but I am open to any suggestions. Kindly reach out if you can implement this f...
I am seeking an experienced Python professional to develop a system that can accurately detect fake invoices. The aim is to prevent financial losses and enhance security. Need to detect a submitted computer generated receipt in pdf if it is a tampered or real one. There are chances like in the computer generated bill some people can change the amount, name, address sections and submit. This model should able to detect all those tampered PDFs with minimum false positives. Do metadata analysis QR code reading in the receipt and validation Key Responsibilities: - Develop a fraud detection algorithm using Python. - Test and tune the model for maximum accuracy. Ideal Experience and Skills: - Proficient in Python programming. - Proven experience in creating algorithms, preferably in frau...
I am in need of a skilled prof...professional who can assist me in setting up the Odoo Books system for my invoicing processes. Requirements: - Configure the system to enable the creation of goods and service invoices in USD. - Implement moderate customization to the invoice templates, focusing on layout changes and adding custom fields. - Import all of my product information from an Excel sheet. This includes product names and their respective cost prices (which are in INR). Ideal Candidate: - Proficient in working with Odoo Books and setting up invoicing processes. - Experience with customizing invoice templates within Odoo. - Skilled in data import from Excel sheets to Odoo. I look forward to working with a professional who can deliver these requirements effectively...
I am in need of a skilled prof...professional who can assist me in setting up the Odoo Books system for my invoicing processes. Requirements: - Configure the system to enable the creation of goods and service invoices in USD. - Implement moderate customization to the invoice templates, focusing on layout changes and adding custom fields. - Import all of my product information from an Excel sheet. This includes product names and their respective cost prices (which are in INR). Ideal Candidate: - Proficient in working with Odoo Books and setting up invoicing processes. - Experience with customizing invoice templates within Odoo. - Skilled in data import from Excel sheets to Odoo. I look forward to working with a professional who can deliver these requirements effectively...
I require a detailed, easy-to-use Excel invoice template. The main features needed include: - Line items for products or services delivered: It's crucial that you add functionality for categorizing and detailing all the products or services delivered within the invoice. - Contact Information of both parties: The invoice must have dedicated sections to clearly present contact information of both the issuing and receiving party. - 1 page invoice in A4 size (fixed) with calculations based on user input amount. It's beneficial if you have profound knowledge of Excel and understand accounting principles to design the template in a highly organized and straightforward manner for ease of accounting tasks. Prior experience with invoice templa...
...and the fields I need to copy to Excel are always the same. They are informations like: invoice number, date, customer's name, product code, price, etc. All the fields that need to be on Excel are highlighted in color red on the 2 files I'm providing as an example. Any other info not highlighted in red, doesn't need to be on Excel file. The automation process must execute without fail, ensuring that the location of highlighted fields - which are always the same in every file - does not affect the extraction. The only difference you'll see between the invoices is that most of them (maybe 90% or more) have only 1 product, but a few invoices can have 3, 4, 5 or even more different products on the same invoice. Attention: I'm not looking for someone ...
...when we receive a receipt from client for email or for SMS or for WhatsApp or for telegram or for Viber or we have client of phone call the next task date and hour are set up automatically for next day except if we do it manually on the setup the next task date and hour regarding the answer receive from client Client page we can enter: name, address, zip code, date of project, activity, budget or invoice, dimensions, type of sign, description and history conversation in a client page we have a Joker Task which is universal task we answer client we give formations Some of the task have only one or two ways to do it can be email can be SMS can be both can be WhatsApp in the beginning of the client page we have a history of the tasks done by date our and how, When we do any task au...
...can help me elevate my understanding particularly in Invoice Management. This one-on-one training session should cover best practices, tips, and crucial functions for efficient use of the Invoice Management feature in Xero. I'm looking to deepen my understanding of how to operate this system effectively, in order to streamline my operations and financial reporting. Freelancers interested in bidding for this project should have: - Extensive experience with the Xero Accounting Software - Proven expertise in training others to use the Invoice Management function - Strong communication skills, with an ability to explain complex concepts in an easy-to-understand manner By the end of this training, I aim to be proficient enough in Xero's Invoice Manage...
We need someone with experience in supabase and react native/expo, the main task is develop the business logic that we need in the app. Features: Authentication Post Post detail Post filter Create offers for those post List of offers and filter Vie...Authentication Post Post detail Post filter Create offers for those post List of offers and filter View users profile and info List of transaction's Invoices list and detail Wallet like system (deposit and withdrawal) List of tables and columns: Profile, 9 columns Homework, 10 columns Offers, 4 columns Review, 6 columns Invoice, 10 columns Wallet, 7 columns Transactions, 8 columns Bank list, 4 columns Subjects, 4 columns The app is done in react native, we have the project with all design implementation, just need to inte...
Looking for a very sharp and proficient Netsuite AP/AR administrator to assist with specific tasks including: - Invoice processing - Vendor management - Payment reconciliation The ideal freelancer would also assist with OneWorld and Chart of Accounts (CoA) configuration such as: - Participate in finance meetings and support - Setting up subsidiaries - Defining accounting rules - Managing intercompany transactions Additionally, I need you to under the Netsuite Order to Cash process and Month End Close. Other prime areas will be administration for: - Customer order management - Billing and invoicing - Cash application and banking - Financial statement preparation - Understand how to create custom fields, forms and workflows Daily support up to 30h weekly. Expertise with Ne...
...existing invoice and quotation format. I need it to look more modern and sleek, while ensuring that it maintains all the necessary information as per the provided sample. Key Requirements: - **Inclusion of All Details**: The new format should cover all the details from the provided sample. This includes client details, product details, and payment terms. - **Compact Yet Comprehensive Format**: I would like the new format to accommodate as many products as possible in one page. This will make printing easier and more efficient. Ideal Skills and Experience: - **Graphic Design**: A strong background in graphic design is essential to create a visually appealing and professional format. - **Experience with Invoicing Systems**: Knowledge of invoicing systems and best...
...based on customer needs, and featuring an advanced search function. Its purpose is to instantaneously respond to user inquiries. - User friendly Invoice Upload System: Users should be able to effortlessly upload their invoices on the platform. - Company Formation Service: This significant feature should allow users to start their own companies. - Specific Services Post Login: Provide an exclusive area for users to initiate a company formation process and check out other services after they log in. The successful candidate for this project should ideally have prior experience building similar platforms and be well-versed in AI implementation. Top-notch web development skills are a must with a keen eye for user interface and overall functionality. Your creativity and proble...
I'm looking for an experienced developer to build an AI-powered invoice and payment management software, intended to simplify invoice creation, dispatch and tracking via WhatsApp and a website. This AI technology software should incorporate: - Natural Language Processing - Machine Learning - Image Recognition The software's core functionalities should include: - Tracking Payments: Capability to monitor and keep records of customer payments - Generating Reports: Produce regular, insightful financial reports - Automated Invoice Creation: Convenience of automated invoice creation Applicants are kindly requested to highlight their relevant experience while submitting their proposals. Your experience and knowledge in developing similar software will be ...
Creating a logo and stationery items like letterhead, Business card, and Invoice for the company.
I urgently require a proficient data entry specialist to transfer critical details from approximately 500 invoice images into Google Sheets. The specific details to capture from each invoice include the date, supplier's name, and total amount. Key Responsibilities: 1. Extraction of specified details from each invoice image. 2. Accurate and direct entry of these details into Google Sheets. 3. Maintain confidentiality of business-related information throughout the project. Ideal Skill Set: - Proficiency in Google Sheets. - Attention to detail. - Ability to handle confidential information. - Efficiency in handling large volumes of data accurately. This project is high-priority with a require for immediate commencement. Please only bid if you are available to st...
Hi, I need within the sales ...customization and then replicate it into the main version. The data I need to be able to filter for these sections respectively are as follows: a. Proposal - Date (range field) Valid up to (range field) Network Qtà vetture totale (range field) Agente di vendita Status b. Estimate - Date (range field) Expiry Date (range field) Network Qtà vetture totale (range field) Agente di vendita Status c. Invoice - Date (range field) Network Qtà vetture totale (range field) Agente di vendita Status Vettura scelta d. Task - Date (range field) Assigned to Status Today task Tomorrow task Priority Volume e. Customer - All Leads filter The developer need to provide me a module for Perfex CRM where I can plug & play these customizati...
...quotes and orders (invoices) you will always find only one car model (product). For example take a look at proposal LWI-000073, in the proposal you have FIAT Panda with qty equal to 1. You have to do three things: - When a new proposal or quote is created and the product and its quantity is set you have to copy it into the custom field "Total Car Qty" - When the proposal is converted to Order (invoice) you have to subtract the qty number from the value of "Giacenza" which is a custom field. - The value "Giacenza" should be global so it should synchronize wherever it appears in the CRM. 6. When converting an Estimate to an Order, subtract the [Qtà vetture totale] figure of the [Vettura scelta] entry from the analogous entry in Cars Just like...
I'm in need of a professional invoice template tailored to my landscaping and horticultural services business. Specifics: - The template should be visually appealing and reflect the nature of the industry. - It should incorporate the company logo. - The invoice should include itemized services, ideal for detailing landscaping projects. - Payment terms and conditions should be clearly outlined. - Client information section for easy identification of the paying party is pivotal. Ideal Skills: - Graphic design: to create a visually appealing template, incorporating company branding. - Invoicing expertise: to ensure the template is structured correctly with appropriate items. - Content writing: to articulate clear and concise payment terms and conditions. - Atten...
...this task is to streamline and automate the processing of invoices. Initially we can focus only on Sales Modules in which we have 2-3 formats of invoice and which need to be imported automatically in the entry module. Key Project Details: - The PDF invoices I frequently deal with come in both scanned image and digital (text-based) formats. - The extracted data from these invoices must be: - Directly integrated into Sales and Purchase Invoice Module for further processing - Exported to Excel/CSV files - Directly integrated into accounting software Ideal Skills and Experience: - Proficiency in OCR technology - Strong background in invoice processing and automation - Experience with integrating software systems, particularly accounting and invoicing ...
