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Invoice & Order Minimize Data Entry - Especially Name and Address

I'm generating every day 100-150 invoices in Excel.

Every time I'm entering Customer Name & Address and other details.
So, I want to minimize my data entry. my Idea is I will enter all customer names & Addresses in separate data file with customer ID No.
At the time of Invoice generation I will key only Customer ID #.
Automatically Customer name and Address to update/write in my Invoice transaction file.

please guide me step-by-step

* first-of-all how do I create customer master (source) file
* and how to link that source file and invoice transaction file

please solve my problem

thanks and regards

ss dutt

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Do you have Microsoft Access? If so, you could use that to create a database and an invoice form. You could also use Access to "dump" the info into Excel to track and record.

Otherwise, try searching for "Import Data" in the Excel help. It would be very difficult to walk you through the whole process, but if you have specific questions about certain steps, that would be more manageable.

Posted on Jan 06, 2009

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I need to send an invoice to a customer


1

Log in to PayPal with your email and password. This should take you directly to the "My Account" page (see Link at Bottom of page). 2

Go to the line of blue tabs at the top of the page.
Click on "Request Money."
It should automatically take your to the "Create an Invoice" page, but if not, just click on the "Create an Invoice" tab. 3

Enter the email address of where you need to send you invoice in the first text box, lableled "Recipient's email address."
If this is an invoice to someone you've billed before, go to Step 4. 4

Skip the "Recipient's email address" box and go to "OR select a recipient" box.
Select the email address of who you need to send the invoice from the drop-down menu that pops up.

If you need to send the same amount to more than one client, you can add more than one email address, seperating the addresses with a comma like you would in a normal email program. 5

Fill in the amount of money owed (including decimal points) and what kind of currency you expect to get.
6

Click on one of the four options under "Request payment for."
When in doubt, just click "Services." 7

Click on the orange "Continue" button.
8

Check out that the information is correct, and click on "Continue."
You should receive a notice from PayPal in your email inbox stating that the invoice went out.

If you don't get one in a couple of hours, try sending the invoice out again.

https://www.paypal.com/us/cgi-bin/webscr?cmd=_home

Jan 08, 2014 | PayPal Computers & Internet

1 Answer

Hi, I'm using v12.0 RPE for a fast food establishment. I just started delivery service. Is there a way to include the customer's address to the reciept? -- Thanks


Two ways to do this. Add them as a customer with there address. A good policy is to use their phone number as customer number. That way repeat customers are already available. Then go to SETUP, SETUP SCREEN, RECEIPT tab, PAGE 2. Under PRINT CUSTOMER INFO, check NAME AND ADDRESS.

If you are not interested in building a customer database, add a button at the bottom with the function INVOICE NOTES. After taking order, hit this button and enter address. It will appear at the bottom of invoice.

B Mattern
sysadmin@ccybernet.com
Please return and give me a favorable rating if this helps or is of value to you.

May 02, 2011 | Pc America Restaurant Pro Express

1 Answer

How to send mail from tally


E-mail a Invoice
To send a Invoice to a customer by email:
1. Gateway of Tally > Display > Accounts Books> Sales Register >
2. Select the required Invoice from the sales Vouchers
3. Click on Email from the button bar or press Alt+M

1. The fields on the Mailing Invoice form are automatically completed if you have given the required information during creation of the master records. Select No or press Backspace to change/modify the entries. Select Yes to accept.
2. The E-mail Server field is highlighted next. This is a mandatory field. The first time you use this feature in Tally, enter the name of your SMTP server, example: mail.btinternet.com. Subsequently, Tally will automatically display the SMTP server name. Refer to your Internet Service Provider (ISP) or network administrator for further queries.
3. The From field displays the name of your company entered in the Company Creation screen and stored in the Company Information Master records. You can also modify the default information. Press Enter.
4. The From E-mail Address field displays the e-mail address entered in the Company Information Master data. Enter your email address, if you have not done so while creating a company, or if you want to change the id.
• Enter the user name and password in Authentication User Name (Only if required) and Password field respectively if the mail server requires authentication.
• In the Format field a pop-up screen lists the three formats in which you can generate your email:
o ASCII (Comma delimited)
o HTML (web-publishing)
o XML (data interchange)
Select the type that suits your recipient.
1. To E-mail Address field is a mandatory field.

It displays the recipient's email address as entered in the Mailing and Related details during ledger creation. Enter the address if you have not done so while creating the ledger or if you want to modify the information.
1. Type the email address of another recipient to whom you want to send a carbon copy of the email in the CC (if any) field.

1. The Subject field is filled by default and displays the subject of your mail. You can change it to a subject of your choice.
• Any text you enter in the Additional Text field precedes the report in the recipient's mail program. You can use this field to type a message to the recipient.
• Additional Options provided in the form are:
o Include Post-Dated Transactions?- Set this option to Yes to include post-dated transactions.

Note: Additional Options may vary depending upon the type of report you want to email.

Print Preview: Use the Print Preview screen to view the document before emailing. This shows how the document appears in the recipient's email

Oct 31, 2010 | Tally Computers & Internet

1 Answer

Hi i just sold an item and the money from the item was posted into my account however the money from the shipping and handling was not?


Hi there!
Once your item is sold, the system will generate a fee for that which is called the final value fee. It is a percentage eBay took for successful completed listings but it will be taken away in your bank or credit card at the end or mid of the month depending on your billing cycle. (please check your invoice in the Account tab, right side invoices)
But if the shipping cost is not included in the invoice sent to the buyer, check your listing and make sure that you didn't choose free shipping. If your shipping calculator is set but the buyer paid no shipping cost, you can then ask the buyer to pay for it. You can send the buyer a manual paypal invoice.
Here's how you can create a manual invoice using your PayPal account:


1. Log in to your PayPal account.
2. Click Request Money.
3. Click Create a Money Request or Create an Invoice.
4. Enter the required information.
5. Click Continue.
6. Review the information and click Request Money to send a money request or Send Invoice to send an invoice.

You can also ask several people at the same time. Just enter their email addresses, separated by commas.

I hope this helps. Have a great day!

Oct 14, 2010 | eBay Auctions

2 Answers

How to automatically import data from tally to excel. Want to display auto imported data in sharepoint.


Import TALLY Data / Export TALLY Data
Tally allows users to Import data from other software's as well as Export data from Tally to other software's. Tally allows users to Import and Export in ASCII, SDF and XML formats. XML is now the most widely used format of exporting data in the world. Any transactions can be exported from Tally and imported in other software after suitably altering the current structures to accept Tally data structure. The reverse is also possible by writing a small TDL program to accept the data from other software's. The data that is to be imported into Tally can be in either XML or DBF format. Easy Tally data transfer or Tally data migration from Tally 4.5 & Tally 5.4 to Tally 6.3 , Tally 7.2 , etc.
ODBC COMPLIANCE ALLOWS OTHER PROGRAMS TO USE DATA FROM TALLY DIRECTLY. E.G. : MS-EXCEL :
ODBC - OPEN DATABASE CONNECTIVITY
Tally is now ODBC compliant. Hence, any program like MS-Excel, Oracle etc that is ODBC compliant can use data from Tally. Here, data connectivity is dynamic i.e. any new updation in Tally is reflected in other ODBC Compliant Software immediately. Now, with ODBC facility the user can extract data out of Tally and design his own report formats in other ODBC compliant software's.
Procedure :
Now, Load Company -> specify period -> minimize Tally -> Open a new Excel file -> select data -> select 'Get External Data' -> select New database query -> choose Data Source
Tally connects to data source and displays Tally Wizard query screen -> select the columns you would want to include in the query.
Once all the columns are selected, the user returns to excel and excel displays all the columns selected
Graphical Analysis of Tally Data
Sometimes, pictures can say better than figures. Tally also provides graphical (Bar graph) analysis of data. The user can do a graphical analysis reports like Sales register, Purchase register, Ledgers, Funds flow, Cash flow, Item registers etc. This helps the user in deeper analysis of data. In Tally, a graphical analysis can also show month wise graphs for the year in comparison with any other period. This will help the management in quickly locating the highs and lean periods in a financial year and hence be better prepared for difficult times.
Web Enabled
Tally ees 6.3 is now Web enabled. This will help the user in reducing his paper work further. Now, report in Tally can be e-mailed directly from Tally. It is not just reports, but even invoices and purchase orders can also be e-mailed directly from Tally. Hence, the user does not have to send printed invoice or purchase orders from Tally.
Procedure :
Select any report (e.g. Balance sheet) -> select Alt+M (E-mail) -> specify all details as required by Tally
Ability to Publish Reports and Documents on the Internet
Now, Tally allows users to upload reports on the web site directly from Tally. So companies that would want to publish reports on the web site can do so directly from Tally. Many companies would also like to publish their price list on their websites along with the product they deal with.
Procedure :
Select any report (Profit and Loss A/C) -> select Upload (Alt + O) -> specify all details as required by Tally.
Direct Internet Access
Tally now offers direct Internet access. A Tally user while working on Tally can directly log on to tally website get details of all the facilities offered by Tally. The user can also download the latest releases of Tally 6.3 as and when available. Tally website also offers a facility of Tally Chat. Any user can now chat with a Tally representative and get any information regarding Tally.
Procedure :
Start Tally -> now, from any screen select Web Browser (Alt+W). Tally now takes you to the Tally Web site.
Print Preview
Any user would ideally like to view format of reports / Invoices / Vouchers before printing the same. Tally now offers a facility of print preview. Now any report can be viewed before printing or before it is mailed. Once Tally shows the preview the user can either opt to print or mail the same.

Apr 15, 2010 | Microsoft Office Excel 2007

1 Answer

Tally9's features


Tally uses the latest technology to provide features in a simplified manner. It is a robust system that is easy to use.

Multilingual Business Accounting and Inventory Management Features
  • Multilingual Support: Tally can now be used concurrently in the language of your choice. Tally's interface is now available in Bahasa Melayu besides English and the Indic languages Hindi, Kannada, Bengali, Gujarati, Marathi, Tamil, Punjabi, Telugu, Malayalam and Hinglish (colloquial)

  • Payroll: Payroll in Tally enables users to set up and implement simple to complex salary structures. You can align and automate payroll processes and directly integrate them with main stream accounting applications. Tally Payroll also supports configurable formats for payslip printing; flexible salary/wage, attendance, leave and overtime registers; gratuity and expat reports

  • FBT (Fringe benefit tax): FBT in Tally is a one time, easy to enable configuration. It supports Challan management and printing for prompt and accurate filing of tax. On entering the transactions, Tally automatically calculates the FBT and generates the reports

  • VAT Composition Returns: VAT Composition Returns in Tally provides fast and error-free voucher entry with complete tracking of each transaction. It supports the printing of VAT Composition Returns of any state in which VAT has been implemented. The Composition Rate of VAT is automatically recognised based upon turnover and the tax payable is calculated automatically and shown in the Return Form

  • Excise for Dealers: Excise for Dealers in Tally generates Excise Invoices for Traders, Tracks Purchase Invoices during sales and duty credit availed and passed on. It also maintains the Excise Stock Register and generates Quarterly Returns

  • TDS (Tax Deducted at Source): Tally allows you to configure TDS ledgers by specifying the Nature of Payment and Assessee Types, along with the Rate of TDS. It determines user-defined expense/payment types with user-defined rates. TDS can be deducted automatically based on pre-defined rates, once the transactions exceed the threshold limit. You can generate Challans, the Form-16A Certificate as well as the quarterly and annual returns. Tally also generates e-TDS files in NSDL compatible formats

  • Synchronization: Synchronization in Tally helps you transfer data between two or more locations (Example: When a Branch Office and the Head Office of a company reside in two different locations). Synchronization can be done, both ways (For Example: You can transfer the data from Branch Office to Head Office or vice-versa).

  • E-mail reports and documents directly from Tally

  • Publish reports in HTML on Web or Intranet and share them with suppliers, customers or your own staff

  • Direct web browsing capability from within Tally that avoids switching between programs

  • Exchange data with other systems using XML. Tally gives you the means to collaborate with others and share information like never before

  • ODBC connectivity opens up Tally. This makes Tally fields in ODBC to be compliant with programs like MS Word and MS Excel. This enables you to integrate Tally data dynamically into other ODBC systems. It even designs a form like remittance advice and imbed fields like Customer name and address, account balances and so on, in Excel/word

Jul 11, 2009 | Tally Intelliprint ML450 Laser Printer

1 Answer

What is the use of vlookup in excel?


The VLOOKUP function is a handy one to know when you want Excel to lookup a value in one place and insert it in another. For example, let’s say you have a list of all of your customers on a sheet named “Accounts” and an invoice on another sheet named “Invoice”. When you type in their account number on the Invoice, you want Excel to fill in the name of the customer and their address (and this information is included for all customers on the Accounts sheet). A VLOOKUP will do this for you.

Here's a tutorial that will help:

http://www.timeatlas.com/mos/5_Minute_Tips/General/Learning_VLOOKUP_in_Excel/

Jun 12, 2009 | Microsoft Excel for PC

1 Answer

Reminder in excel


There are a couple of types of spreadsheet - Depending on the size of the data you are working with - filter may the quickest option or Query report.

Your worksheet will contain all your data i.e. Customer, contact no, outstaning actions and due date - You can create a filter aon this set criteria on the due data - as less than or equal to todays date - which will only display your outstanding actions required by today or earlier.

Another option if you have installed MS Query, is to create a seperate report - again using the criteria of due date being less than or equal to today.

Producing this from your existing data is much easier than trying to re-create your data - But I can send you how I would create this sheet if the above explanation is not easy to follow - If you let me have your email address.

May 31, 2009 | Microsoft Office Excel 2003 for PC

1 Answer

Ms-Access


this discussion could go on for days (month? a semester at least?) but data is any piece of information you want to capture and save. a name. an address. a phone number. (actually they are examples of pieces of data - and whether you capture and save them or not they are still pieces of data). data "forms" a database when you save it (in the dataabase).

the database usually has tables representing related pieces of infomation.

Example:
the CLIENT table may have the following fields:
Client Number
Client Name
Address
Phone
Contact name
etc., etc.

the ACCOUNTS_RECEIVABLE table may have
Client Number
Invoice Number
Invoice Date
Invoice amount
etc., etc.

Notice how the CLIENTS table is "related" to the ACCOUNTS_RECEIVABLE table by the Client Number - hence the term you may have heard RELATIONAL database.

any more in depth please ask.

Mar 04, 2009 | Microsoft Computers & Internet

1 Answer

I want to create an excel template that can automatically update the invoice number once i save it. say i have the excel template open with the curent invoice numbe as 5. once i save this file and i open...


Is it in a single-user environment? You can save the current invoice number to a text file then ope that and +1 (which is the way that the demonstartion Invoice in Excel 97 / 2000 used to do it ).

Feb 26, 2009 | Microsoft Excel 2000 Step by Step...

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