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I need simple Invoicing, Quotation modules with Excel. it will be able to create: Invoice, quote, customer and monthly invoice list as spreadsheet. if already created, please let me know. And we can work on it.
Project ID: 40698405
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111 freelancers are bidding on average $72 AUD for this job

With over 10 years of experience in accounting, I'm fluent in Excel and well-versed in creating tools that cater to specific business needs. In line with your requirements, I can create a personalized and easy-to-use Invoicing and Quotation modules on Excel to help streamline your accounting processes. My expertise includes Excel Macros and VBA, skills that are essential in designing custom-made spreadsheets with automated functions. Despite the project's simplicity, I understand that it's crucial for you to have the right set of features and functionality added into your system. This is where my deep understanding of finance becomes valuable - I can enhance your module by integrating other useful features like cash flow analysis, budgeting, and forecasting, which would ultimately increase the efficiency of your bookkeeping. Moreover, my team is well equipped to handle any data conversion or entry tasks that may arise during the project. So rest assured, you can count on me for a comprehensive solution to all your spreadsheet needs.
$100 AUD in 7 days
9.1
9.1

Hi There, I have strong experience building **Excel-based invoicing and quotation systems** with customer databases and monthly invoice tracking. I can create a simple, user-friendly workbook with modules for **Invoices, Quotations, Customers, and Monthly Invoice Lists**, including automatic invoice/quote numbers, totals, tax calculations, customer lookup, and printable layouts. I can also customize an existing template if you already have one. I’m ready to start immediately.
$50 AUD in 1 day
8.7
8.7

Hello, I am an experienced Excel expert holding years of experience. I have designed hundreds of similar Excel based quoting tools for various businesses ranging from basic to dynamic, interactive and advanced tools. I will be happy to discuss in detail.
$50 AUD in 1 day
7.9
7.9

Hi there, I have carefully reviewed the project requirements for creating Invoicing and Quotation modules in Excel. I understand that you need to develop functionalities for generating Invoices, Quotes, Customer details, and a monthly invoice list in a spreadsheet format. Let's chat and discuss it further. To handle your project, I will start with customizing Excel functions and formulas to automate the process of generating Invoices and Quotes efficiently. I will also create a user-friendly interface for easy data input and management. The clear deliverables for this project will include a fully functional Invoicing and Quotation system within Excel. Before signing-off my bid, I would like to ask a question, i.e., have you already started working on any specific template or design for these modules? Warm Regards, Aneesa.
$100 AUD in 1 day
7.2
7.2

Hi there, Could you please share more details about the Quotation modules design? I'm expert in Excel VBA and Macro. I can do this perfectly. Please send me a message so we can discuss more.
$55 AUD in 2 days
7.5
7.5

Hi I will create an invoice management system in excel using userforms, save invoice data in excel. I have done many similar projects and confident that I can handle this one easily. I would like to know which os and excel version are you using ping me a message for discussion thanks
$100 AUD in 1 day
6.9
6.9

Hello, I can create a simple Excel invoicing and quotation system with customer records and a monthly invoice list. It can include automatic numbering, calculations, and easy-to-use invoice/quote templates. I have 10+ years of Advanced Excel experience and can start immediately.
$75 AUD in 1 day
6.7
6.7

I have done similar work before, and we could have the privilege of working on this together. I am an accountant and systems analyst, an expert in Excel and macros.
$100 AUD in 2 days
6.6
6.6

Hello, I am an experienced Excel developer who can create a simple, professional invoicing and quotation system with separate modules for Invoices, Quotes, Customers, and a Monthly Invoice List. I can build the workbook from scratch with automated calculations, invoice/quote numbering, customer selection, and monthly tracking, while keeping it easy for non-technical users to maintain. If you already have an existing Excel template, please share it and I can review and improve it; otherwise, I can create the complete system from the ground up. Regards, Zafar
$100 AUD in 1 day
6.4
6.4

Hello Yes, I can develop a simple invoicing and quotation module with Excel integration for creating invoices, quotes, customers, and monthly invoice lists as spreadsheets. If you already have an existing version, I can review it and improve or customize it. Regards Muhammad
$75 AUD in 1 day
5.8
5.8

Hi, I can build a custom, automated Excel workbook for quick Invoicing and Quotation generation with VBA Macro as per your requirements. I am an experienced Data Analyst and Macro Developer and have done many similar projects. So, can do this job nicely. Ready to start please message me to discuss your project in more detail. Thanks, Virendra
$100 AUD in 3 days
6.0
6.0

Hi, I can develop an Excel-based invoicing and quotation module tailored to your requirements. This will include features for creating invoices, quotes, customer records, and a monthly invoice list, ensuring accurate and efficient management of your billing processes. As a Chartered Accountant (ACCA) with 7 years of experience in accounting and data entry, I will utilize Excel's advanced functions to create user-friendly templates that meet your specifications. I will ensure timely delivery while maintaining open communication throughout the project's duration. Are there any specific design preferences or additional features you would like included in the modules?
$75 AUD in 7 days
5.3
5.3

Hi, Yes, I can create a simple **Excel Invoicing & Quotation system** that includes: * Invoice creation * Quotation creation * Customer database * Automatic invoice/quote numbering * Monthly invoice list * Automatic totals, discounts & taxes * Printable professional invoices/quotes * Easy-to-use Excel interface I have experience with **Excel formulas, VBA, automation, and spreadsheet systems**. I can build it from scratch and make it simple for daily use. Please share your preferred invoice/quotation format or any sample, and we can get started.
$50 AUD in 1 day
5.5
5.5

Hello, With my background in Excel/VBA, Python data processing, Tableau analytics, and journalism experience for clear documentation, I can deliver a reliable and easy-to-use invoicing solution tailored to your workflow. I can build simple invoicing and quotation modules in Excel with VBA automation. Deliverables: • Invoice and quotation generation with clean templates • Customer list management with contact and transaction details • Monthly invoice list with filtering and reporting • Fully commented VBA macros for one-click automation • Brief documentation for usage and future edits Timeline: 1 week Looking forward to working on your project. Best regards, Somee
$80 AUD in 7 days
5.4
5.4

I’d be happy to build a simple, professional Excel-based invoicing and quotation system that keeps everything in one easy-to-manage workbook. I have experience developing automated Excel tools using formulas, structured tables, data validation, Power Query, and VBA where appropriate, and I would design this so you can maintain it without needing advanced Excel knowledge. The workbook can include a Customer Master, Quotation, Invoice, and Monthly Invoice List, with automatic quote/invoice numbering, customer dropdowns that populate address and contact details, line-item calculations, tax/VAT, discounts, totals, payment status, and monthly summaries. Quotes can be converted into invoices without re-entering the same information, while each issued document is recorded automatically in the relevant register for future searching and reporting. I can also include print/PDF-ready invoice and quotation templates with your company branding and buttons for common actions such as New, Save, Print/PDF, and Convert to Invoice. I’ve worked on similar Excel automation and business-tracking solutions, so if you already have an existing workbook or template, I can review and improve it rather than rebuilding unnecessarily; otherwise, I can create a clean solution from scratch tailored to your workflow.
$50 AUD in 2 days
5.2
5.2

Hi there, I went through your project description and understand you need a simple Excel-based invoicing and quotation system that will create invoices, quotations, customer records, and a monthly invoice list automatically. I will build the workbook using Excel formulas, VBA, and structured tables to keep the system simple and easy to operate. I will create dedicated customer, quotation, invoice, and monthly invoice-list sections, with automatic numbering, customer selection, totals, taxes or discounts where required, and clean printable invoice and quotation layouts. I will also connect the modules so customer information can flow into invoices and quotations without repeated data entry. The monthly invoice list will update automatically and remain easy to filter, search, and export. I will include basic validation and protect key formulas to prevent accidental changes. Could you share any existing invoice or quotation format you currently use so I can match the design and confirm whether you want PDF printing/export included? I will share a project blueprint within 24–48 hours of award and begin with the workbook structure. Kind Regards, Imran Ali
$100 AUD in 1 day
4.9
4.9

Hello, I can create a simple and user-friendly Excel invoicing and quotation system with modules for Invoice, Quotation, Customer Master, and Monthly Invoice List. I can also make it easy to manage and update as needed. If you already have a template or existing file, I’d be happy to review it and work on it. Thank you!
$50 AUD in 2 days
5.0
5.0

Greetings, I see you're looking for simple invoicing and quotation modules in Excel. It sounds like you need a comprehensive solution that allows you to easily create invoices, quotes, and manage customer information, along with a monthly invoice list. I can develop these modules for you, ensuring they are user-friendly and tailored to your specific needs. My background in Excel, data management, and financial analysis means I can create effective tools that not only meet your requirements but also streamline your invoicing process. If you already have a version that needs tweaking, I’m more than happy to work with that as well. My goal is to make your experience as smooth as possible while providing a solution that you can rely on. Best regards, Saba Ehsan
$78 AUD in 4 days
4.6
4.6

With 5+ years of experience in developing invoicing and quotation systems, I understand your need for simple Excel-based modules. I have successfully created similar tools for small businesses, streamlining their invoicing processes. Could you provide more details on specific customization requirements for the invoice and quotation templates? Regards, CA. Swati Jain, CPA
$60 AUD in 3 days
4.6
4.6

Hi there. I will create an Excel quotation and invoicing application in Excel. I have built many Excel applications with VBA, successfully. I want to bring the same vigour and attention to your project. Let me start working on your project; looking forward to hearing from you.
$50 AUD in 7 days
4.9
4.9

Melbourne, Australia
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Member since May 11, 2013
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