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