• Hi All

    Please note that at the Chandoo.org Forums there is Zero Tolerance to Spam

    Post Spam and you Will Be Deleted as a User

    Hui...

  • When starting a new post, to receive a quicker and more targeted answer, Please include a sample file in the initial post.

create a new invoice and save the current to pdf

vletm said:
Those tables can be sensitive with macros or 'wrong' kind of changes.
I can try to 'teach' and help You, Okay?
About, that payments ... You have at least two possibilities
a) many Invoices ... only one kind of payments to one Invoice.
=> 1st Invoice for paypal and 2nd Invoice for bank transfer and so on
=> no need changes for tables
b) one Invoice - You have to choose for every row payment-type.
=> need changes for table => new column for Mode of payment ...
... and changes for marcos and another tables.
Which works better for You? 'I can do plan-b too.'
... and someway have to clean my sample Invoices?
Ideas? how to continue?
Click to expand...
Hey thanks , yes plan b is what we want , coz generally there are going to be 2 payemnts for 1 invoice, one as a deposit via bank transfer or paypal , and sencond is going to be cash or card.

Yes i did try to clean your sample invoices , but , when i was clicking on pivot tables, it went to some page , and i was lost , hence not messing with them , leaving it as they are.

Thanks
 
Okay. Plan 2, think this version B
1) There is new 'Service' - Deposit
2) There are new 'Description's
2a) Bank Transfer 2 .. 5 and Paypal 2 .. 5
2b) with fixed Amounts -2.000.000 .. -5.000.000
3) .. need to modify calculations ... possible too
and
if You want to make '1st Invoice' before '2nd Invoice',
'1st Invoice' should save and reopen later - possible too.
and
'Name, Country & Email' informations could save and re-use ...
and
I can 'reset' tables ... no! You will do it once! ... with one click!
Ideas?
 
What is 'Toko No'?
... and sample of Plan 2 B Invoice outlook after 2nd part of Invoice
 

Attachments

  • Plan 2 B.png
    Plan 2 B.png
    27.6 KB · Views: 7
vletm said:
.. more with Plan 2 B, still without [Empty]-button
for testing ... testing ...
Click to expand...
Hey mate , this is wonderful , ok , lets simplify this , as the guests will be paying a different kind of sum , which we dont know , so lets keep that option open ,as the sum can be varied , and it will be only via paypal or bank transfer only
The balance will be paid to us on arrival. we dont need to pay anything back to the guests. and i like the options , of save invoice. but reloading the name is not required , as all new customers, this software will be used by the village people. hence keeping it simple , and mostly the entries will be done once a week ,a s there is no electricty.. TOKO no means - Manual bill.... I have made simple excel files for recording expenses too. Thanks again
 
I tried to modify You wishes.
1a) Deposit: new button -> can set any price -> but have to do in right order!
1b) Payment Charges works like 'automatic'
2) If Grand total <= 0 then Grand total will be 0 (formula modified)
3) ReLoad names and Print -options hided. You can later enable those by running Macro
4) TOKO ... so far, that value have to be filled ... or?
>> What to do with 'Daytrips' - 'Custom Trip'? now fixed amounts
Ideas?
 

Attachments

vletm said:
I tried to modify You wishes.
1a) Deposit: new button -> can set any price -> but have to do in right order!
1b) Payment Charges works like 'automatic'
2) If Grand total <= 0 then Grand total will be 0 (formula modified)
3) ReLoad names and Print -options hided. You can later enable those by running Macro
4) TOKO ... so far, that value have to be filled ... or?
>> What to do with 'Daytrips' - 'Custom Trip'? now fixed amounts
Ideas?
Click to expand...
hey mate thanks a lot , this works just perfect,
1)as for custom trip i would leave that option open for them , and they can enter an amount as they like,,
2)toko to be manually,
3) Custom Trips Leave it open for them, coz generally it wont be a lot , i am keeping a track on it.
4) the depsoit via paypal , the customer would be paying the 5 % surcharge , hence we get the same amount , rather than deduction, we can edit that.
I gues that would be it.
I will test this on the island over the next week aor two and give u more updates. thanks for all the help.
 
Test this version ...
I checked and so on ...
Custom Trips and Deposit are possible to write own price with [Set Deposit..]-button. 1st have to select line ... and so on. Payment Charges should work better now! Deposit Price write full, check file, Price can be less AND 'Payment Charge' 50.000 will add to Grand total. Red text below of Grand total.
There is a nice formula.
User names are saving to NCE, You can collect email-addresses ...
There is ZERO-macro. It should clear all data ... one time!
It's better to have backup before do ZERO.
Test ... test ... there can be something of course ...
 

Attachments

vletm said:
Test this version ...
I checked and so on ...
Custom Trips and Deposit are possible to write own price with [Set Deposit..]-button. 1st have to select line ... and so on. Payment Charges should work better now! Deposit Price write full, check file, Price can be less AND 'Payment Charge' 50.000 will add to Grand total. Red text below of Grand total.
There is a nice formula.
User names are saving to NCE, You can collect email-addresses ...
There is ZERO-macro. It should clear all data ... one time!
It's better to have backup before do ZERO.
Test ... test ... there can be something of course ...
Click to expand...
Hey thanks for the update , Could you just help me , as to how to delete all the past input data?? and we should be good to go.. its perfect now. Thanks a lot...Regards
 
1) do BackUp
2) Tools -> Macro -> Macros... -> Select the last macro: ZERO -> Press [Run]
-> follow instructions until all done
You can do 'this once'.
 
vletm said:
1) do BackUp
2) Tools -> Macro -> Macros... -> Select the last macro: ZERO -> Press [Run]
-> follow instructions until all done
You can do 'this once'.
Click to expand...
hey thanks a lot! so i can do this only once , to delete?? and the n the back up is functioning as regularly , coz tonight i show them how to use . Regards,
Talk soon
 
vletm said:
There are possibilities, but
Do backup or SaveAs and show them with copy.
The real file is better to keep just for business.
Click to expand...
Hey , sure, so you suggest that we make a copy of this file and work on the copy , and keep the master file separate? and this way the master file will also be updated? sorry for the confusion.
Regards
 
You must log in or register to reply here.
Back
Top