Posted by Lynn Lowry on 7/17/06 8:52am
Msg #133583
Signing Agent Recordkeeping
My system of record keeping for my business doesn’t meet all my needs. I have read on this board and the “other” board about various methods; self-devised and purchased.
Currently, I use an Excel spreadsheet and prepare invoices, when needed, using Word.
The columns that I have on Excel are by month: date, the # the signing is for the month (1,2,3, etc), company, borrower’s last name, fee, notary fee, mileage, total of monthly invoices, monthly invoices paid, date paid, total fees outstanding by month and YTD, & total fees paid ytd.
I can tell at a glance the date of the signing and if the fee has not been paid. What I don’t have is data by company: # of signings ytd, fees outstanding and total fees paid. Perhaps there is a way to use the information that I already have on the Excel spreadsheet, but I don’t know how.
Although I have QuickBooks, it is a pain in the @$$ to create an invoice for all signings, whether I need one or not, to keep track of this information by company. When I did a search on both boards for “invoice”, I read that an invoice can be prepared in Excel, which might do what I want, but I haven’t been able to figure out how to do so.
Any suggestions?
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Reply by CalimnCA on 7/17/06 10:57am
Msg #133599
excel invoice download
Hi Lynn,
Type in "office downloads" in your browser. When you open this link, choose excel. There are many excel invoices to download free and they are easy to use. Save to your desktop for easy access.
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