Access Database Billing Software for Small Business Templates Tutorial



Access Database Billing Software for Small Business Templates

Access Database Billing Software for Small Business Templates - This access database was created to act as the billing software for small business. It can be used for recording the projects done and the bills. Because of that, billing software for small business is perfect for software house, consultant firm or other service company. But, don't worry. With proper modification, it can be turned into billing software for retail shop. The access template is similar to a simple invoice software. It consists of 3 categories and several menus:

1. CUSTOMER DETAILS
Menu for recording the customers and their personal details. There are 2 tabs:

1a. GENERAL
All fields are in string and without validations, which you can set up later. To set up picture, double click the picture. In dialog box, click Add and navigate to the picture database.

 

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1b. CUSTOMER EXPENSES
Menu to displaying the expenses that has been spent for the projects.

2. EMPLOYEE DETAILS
Menu for recording the employees and their personal details. There are 2 tabs:

2a. GENERAL
All fields are almost same with fields from Customer Details menu. It has one additional field name 'Billing Rate' which in currency. The Billing Rate field will be used to calculation the payment per hours.

 

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2b. PROJECT OWNED
Menu for displaying the project that has been worked by the employees.

3. PROJECT DETAILS
Menu for recording the projects and its detail. On the header, there are fields for Name and autogenerated ID.
It consists of 4 tabs:

3a. PROJECT DETAILS
Menu for recording the project owner and workers. The fields are:

 

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- Owner: lookup field, taken from employee menu. This is supposed for team manager.
- Customer: lookup field, taken from customer menu.
- Category, Priority, and Status: lookup field, value can be changed if you open drop down menu, then click the small icon below the menu.
- Begin and End: Date/Time of starting and finishing project
- Attachment: attachment field, double click to upload the project related files. On the dialog box, click Add and navigate to file locations. You can add more than one files.
- Notes: string.

3b. PROJECT HOURS
Menu for recording the time spent doing the project. It can be used for timeline and time tracking billing software.

 

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- Employee: lookup field, from employee menu. This supposed for team member.
- Date Worked: Date
- Billable Hours: numeric. Time spent for work each day.
- Work Code: lookup field, value can be changed if you open drop down menu, then click the small icon below the menu. It supposed for the what work is done at that date.
- Work Description: string, the detail description of the work.

3c. PROJECT EXPENSES
Menu for recording the expense spent for the projects

 

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- Expense Amount: currency.
- Employee
- Expense Date
- Expense Code: lookup field, value can be changed if you open drop down menu, then click the small icon below the menu. It supposed for determining what the expense for.
- Expense Description: string, the detail description of the expense.

3d. PROJECT PAYMENTS

 

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Menu for recording the payment:
- Amount: currency.
- Date
- Payment Method: lookup field, value can be changed if you open drop down menu, then click the small icon below the menu.
Below all the tabs, there are autogenerated fields to calculating the payment amount for billing software for small business. If the fields are not working, hit the Refresh Totals button.

 

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4. EMPLOYEE and CUSTOMER ADDRESS BOOK
The report that displaying the summarized records of Employee and Customer Address.

5. EMPLOYEE and CUSTOMER PHONE LIST
The report that displaying the summarized records of Employee and Customer phone or contact numbers.

6. EMPLOYEE TIME
Report for displaying each employee and their work in each project.

7. INVOICE
Report to displaying the invoice from the recorded works. Can be used for billing or receipt.

8. BILLING BY WORK CODE
Report to display the invoice sorted by work code. It can be used for compare as time and billing software.

 

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9. PROJECT BALANCE SHEET
Report about the balance of total project cost and payment.

 

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Billing software for small business is open source. Aside for invoicing software for small business, it can be used for project management too. Billing software for small business can be set up for networking use. You can download billing software for small business for free access-templates.com

Frequently Asked Questions

Which Microsoft Access software version work with this database?

This database template will work optimally on MS access software version 2016 and the latest 2019 version. You can use the older version but it may caused bug or error.

How to Download This Access Database Template?

Simply go to our homepage and browse the template you want to use, you can also use search form function to get templates in specific keyword. You can Register Here and become our paid member if you want to get all templates without download limitation in unlocked version.

Is It Safe To Download This Database from This Website?

We've been serving our users since 2011, you can verify here. We are always committed to build a secure and user-friendly database for our users, and thats why we still exist in this business until today. You can also verify our website security using McAfee, and you can directly scan the downloaded database using VirusTotal or any other Antivirus software you have in your computer. All access databases and templates on this website are 100% free from virus, malmware or any other harmful objects.

Can I Modify The Database Template?

Yes, you can modify all of our templates to fit your needs as long its for personal, education or non-profit use only. If you want to modify and use it for commercial or business purposes, you have to buy extended licence separately. Read more: Terms of Use.

How to Download Microsoft Access 2016 or 2019 Software?

You can purchase Microsoft Office Professional Edition 2016 or 2019 version from Microsoft website or authorized partners. Make sure to choose the Professional edition package which included MS Access.

Can I Request for Access Database Modification Service to Fit My Needs?

Yes, we are open for any kind of modification service on microsoft access templates and databases. You can send your access modification request here.

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You can contact our programmer using the contact page on this website, or if you need faster response you can send us WhatsApp Message to +1-(786)-886-3099 (working hours only) and Priority support only available for paid members. If you don't get answer by phone due to heavy work-load on all of our staffs, we suggest you to send a whatsapp message or email admin@access-templates.com