Collaborate on Billing Excel Sheet for Planning with Ease Using airSlate SignNow
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Explore how to streamline your task flow on the billing excel sheet for Planning with airSlate SignNow.
Searching for a way to simplify your invoicing process? Look no further, and adhere to these simple steps to easily collaborate on the billing excel sheet for Planning or request signatures on it with our user-friendly service:
- Set up an account starting a free trial and log in with your email credentials.
- Upload a document up to 10MB you need to eSign from your laptop or the cloud.
- Proceed by opening your uploaded invoice in the editor.
- Take all the necessary actions with the document using the tools from the toolbar.
- Click on Save and Close to keep all the modifications performed.
- Send or share your document for signing with all the necessary recipients.
Looks like the billing excel sheet for Planning process has just become easier! With airSlate SignNow’s user-friendly service, you can easily upload and send invoices for eSignatures. No more producing a hard copy, signing by hand, and scanning. Start our platform’s free trial and it streamlines the whole process for you.
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FAQs
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How can I edit my billing excel sheet for Planning online?
To edit an invoice online, just upload or pick your billing excel sheet for Planning on airSlate SignNow’s service. Once uploaded, you can use the editing tools in the toolbar to make any required modifications to the document.
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What is the best service to use for billing excel sheet for Planning processes?
Considering different platforms for billing excel sheet for Planning processes, airSlate SignNow is recognized by its intuitive interface and extensive tools. It streamlines the entire process of uploading, modifying, signing, and sharing paperwork.
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What is an eSignature in the billing excel sheet for Planning?
An eSignature in your billing excel sheet for Planning refers to a secure and legally binding way of signing documents online. This allows for a paperless and effective signing process and provides extra data safety measures.
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How can I sign my billing excel sheet for Planning electronically?
Signing your billing excel sheet for Planning electronically is straightforward and easy with airSlate SignNow. First, upload the invoice to your account by clicking the +Сreate -> Upload buttons in the toolbar. Use the editing tools to make any required modifications to the form. Then, click on the My Signature option in the toolbar and choose Add New Signature to draw, upload, or type your signature.
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What is the way to make a custom billing excel sheet for Planning template with airSlate SignNow?
Making your billing excel sheet for Planning template with airSlate SignNow is a fast and easy process. Simply log in to your airSlate SignNow profile and click on the Templates tab. Then, choose the Create Template option and upload your invoice document, or pick the existing one. Once modified and saved, you can easily access and use this template for future needs by picking it from the appropriate folder in your Dashboard.
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Is it safe to share my billing excel sheet for Planning through airSlate SignNow?
Yes, sharing documents through airSlate SignNow is a secure and reliable way to collaborate with colleagues, for example when editing the billing excel sheet for Planning. With capabilities like password protection, audit trail tracking, and data encryption, you can be sure that your files will stay confidential and protected while being shared online.
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Can I share my files with others for collaboration in airSlate SignNow?
Absolutely! airSlate SignNow offers multiple teamwork options to assist you work with others on your documents. You can share forms, set permissions for editing and viewing, create Teams, and monitor modifications made by team members. This allows you to work together on tasks, saving effort and simplifying the document signing process.
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Is there a free billing excel sheet for Planning option?
There are many free solutions for billing excel sheet for Planning on the internet with different document signing, sharing, and downloading restrictions. airSlate SignNow doesn’t have a completely free subscription plan, but it offers a 7-day free trial to let you try all its advanced capabilities. After that, you can choose a paid plan that fully caters to your document management needs.
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What are the pros of using airSlate SignNow for electronic invoicing?
Using airSlate SignNow for electronic invoicing speeds up form processing and reduces the chance of manual errors. Additionally, you can monitor the status of your sent invoices in real-time and get notifications when they have been viewed or paid.
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How can I send my billing excel sheet for Planning for electronic signature?
Sending a document for electronic signature on airSlate SignNow is fast and easy. Simply upload your billing excel sheet for Planning, add the necessary fields for signatures or initials, then tailor the text for your invitation to sign and enter the email addresses of the addressees accordingly: Recipient 1, Recipient 2, etc. They will get an email with a URL to safely sign the document.
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Billing excel sheet for Planning
hello welcome to excel highway your one-stop shop for all your excel needs today per demand i'm sharing with you an accounts payable template that you can use to track your customer invoices where they stand and what are the payments that are still pending and basically track your financial situation it's a very simple file but actually gives you a lot so there are five sheets here there's the customer dashboard we'll end the the video on that where you see basically per customer their status there's the invoice status itself a payment sheet invoices sheets and a parameter sheet so let's start with the parameters sheet here is where you set up the customer name in this case i just have you know randomly created names using a names generator that i built if you're interested in that you can find that here in the link above this is where you generate basically the time frame for the invoice meaning when is the invoice date and when you expect what is the payment due date all right this is where you set it up now you can set it up in ranges here i just used data validation to set up set it up as a whole number between zero and nine nine nine nine nine so you can generate any number um any whole number you can maybe um block it to 120 or 90 or maybe you want just four options which you can also do with a simple drop down list so this is this part where you define the time frame invoices is where everything starts you have the brownish oranges columns which is where you input information and the blue ones are automatic formulas all through the file you would you will see this so on the invoices you just need to key in an invoice so for example let me just add an invoice for april uh what that number is here i just have random name random numbers but you could maybe you have a you know some sort of system that generates those invoices the customer name you see it's a list coming from here so you can't just key in whatever you want okay and again this is just simple data validation well not not that simple because it's a data validation using a list and an offset formula basically it if i add a name here let's say just test one two three then you will you will automatically see that in the end it appears and if i take it out then it will disappear okay so i need to select the customer name i don't know susie lopez and there's a description you can just describe here you see i gave an example of some sort of cellular phone lab so this could be i don't know another new phone or something like that the amount due let's say 850 and as you see the invoice time frame is being pulled automatically the due date and i also have the due date in the month so it's aggregating the dates into monthly buckets which is going to be used for the customer dashboard so this is where you key in the invoices payments is where you key in the payments of the invoices so you start off with the invoice number and this is also a selection and you see that it has a closed closed options this is coming from the invoice status so basically the info status is is going to show you each invoice how much you know the customer the description the amount due the amount paid the balance and if it's open or not and only open invoices will appear over here and this is what will compile the drop down selections so you cannot add more see i cannot add another payment for invoice number three because that one is already balanced so for example i'm gonna select invoice number nine and i already get the information the customer name the amount due and the due date coming from the invoices now i'm gonna key in the the payment so let's say a payment of 40 and it was given let's say on the 10th of april so i get this flag that it was on time there's 40 as a balance and again i'm showing you that the month in a monthly bucket uh to switch between dates normal date to monthly bucket date you can just use the formula over here which is eo month or end of month so this is going to give you the last day of the month and then i'm just going to add plus 1. i'm sorry i'm also using the minus 1 for this and then plus 1 so that gives me the first day of the month so if you just and i've changed the format just so it looks better but if i bring it back to real date it's going to give me the first day of april so this is i'm gonna just complete this uh invoice just to show you now the second one is going to be flag this is no so those 40 whatever currency you're using those are going to be flagged as not on time now you'll see i don't have an option to select number nine because that invoice is paid in full so that's the payments section the invoice status is going to show you all the invoices and this is automatically going to be pulled using the offset function from the invoice okay so [Music] um whatever you have over here will automatically populate over here and all those everything so up until here it's from the offset and here it's using a sumif from payment balance and open invoice just checking if it's a yes or no if the balance is greater than zero and you'll notice that the formulas here these three have that if and uh i just use like to use that in order to have blank rows otherwise it's just going to show you an a's and it's just just looks worse sorry let's do this one and you'll see why i added the if okay instead of getting these values valued values i'd rather have ifs and i can just drag this down all the way to whatever i want and the more invoices you have this will still work and then you can drag it even further and it's still going to work the open invoices so this is nice i'm using this is office 365 so i'm using some new features filter and unique so filter is just like an sql a query if you're familiar i'm basically filtering this column based on a condition for column g and i'm using unique just because if i have more than one line here just to be on the safe side so this is what i'm doing and this is the drop down list for the payments part uh if you're still here and you like this video please hit that nice little red button subscribe like post a comment whatever you can do that could help this channel grow i really will appreciate it very much um so this was the invoice status this is this is a very important sheet the last one is the customer dashboard because sometimes you want to analyze your customers who's a good customer who's a bad customer and also have some sort of view for the entire month or even horizon so having their customer list and again this is using the same method with filter sort and unique um so filter as we talked about that's going to pull the all the customer names sort and unique sort i'm just i just want to sort it descending so it's abc and you need again if i make some sort of a mistake and have the same customer here twice i don't want that to affect this table because it will just populate the same name twice that's why i'm using unique all of the rest of these are our formulas to just using sumifs from different sources so here the sumif of the amount due is coming from the invoice part so it's basically the sum if on this table there's a paid sum if from this table and the late payment is the same it's from this table also with the condition of a yes or no on the on time so it's only showing you the yes sorry the no for that column and you see it's all also highlighted in yellow so you can see if someone is late and the balance of course so you have that rolling for as long as you want and i've also added a total section basically it's the same calculations just without the dates so it's all being pulled from these with up to date so you can have as many as you want columns uh um here it doesn't matter because it's pulling from the same source and this is a nice view because you can see that this customer joe ali uh owes 80 he paid 80 but 440 were late the same for max uh you can say see that fatima paid thousand is is owing you 1 000 et cetera et cetera so you can you know it can really give you a nice view of your customers um you know who's a good customer who's a bad customer and also what kind of amount are you supposed to receive and of course you can add here also some you know sums averages you know whatever you want to do you can build it whatever whatever you want so real quickly you have the parameters where you set up the time frame and the customer name you have to add the customer over here and the time frame for the invoice invoices is where you key in the data these five columns payments you can only add payments for unclosed invoices and you need to define the payment quantity and date invoice status is fully automatic it's going to show you just the status per invoice and give you the ability to filter just the ones that need to be closed and the customer dashboard is where you see the data on a customer level and on a monthly level so if you join this video please subscribe click that like button share it with your colleagues and friends i'm happy to read your comments so please write whatever you want to say and catch you on the next video take care
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