Create Your Excel Invoice Template with Database for Mortgage Effortlessly

Excel invoice template with database for Mortgage

hello and welcome to so make a freelancer invoice template this tool mainly creates an already made template saving your customer details and create an invoice ing to their payment method to be able to add the transaction fees to the total cost it is constructed by four parts these are hourly invoice project invoice customers and my details so let's start with my details type in your details I'd say name the address your email and the contact number type down the payment types you accept their description and the fees for the particular transfer press plus sign to get additional rows these payment methods will be able to be chosen from the invoices dynamically carry on with the customers type in the customer name their info and their payment method the options you'll display on the payment methods are the data your input in the previous section so let's give an example let's say company X located at ABC Street and they're going to pay with PayPal the thing that I would like to show is a mat Furbies company payment method is any however company's X payment method is PayPal so in the my details part any has no automatic fees however paper has 5% of automatic fee so let's carry on with a project invoice choose your customer from the drop-down button and once you choose the automatic fee you applied to that company because of the payment method it will be automatically calculated in the invoice you have typed down the name of the customers in the customer section so when we choose omit Possible's company there won't be any additional fees because it is zero percent however however when we choose company X the automatic fee will be uploaded automatically built by part imports the data from the cells in the my details tab Amoy state is set to show today's date however if the invoice date is another date you may manually change it with the date which suits you the best type down the name of the project milestone the data achieved and the price of the project you may choose the payment detail from the drop-down button [Applause] now we may carry on with the hourly invoice it has the same structure with a project invoice but the main difference is this invoice is set for hourly works choose your customer set your invoice date period due date type down the project name your hourly rate how many hours that you have worked choose your payment details and then let the invoice calculate everything once you enter the variables in hourly rate and hours worked it is going to automatically calculate the charge let's say instead of five we have worked for six hours when we type in six it is going to calculate automatically and if there is going to be any additional fee which company X has the invoice is going to also calculate that as well thanks for watching and don't forget to check our other templates at .spreadsheetrepublic.com