Access Templates of Invoicing Software for Small Business Database ✅ - December 2023

Access Templates of Invoicing Software for Small Business Database

Access Templates for Invoicing Software of Comprehensive Business Service Database in Small Business Company - This is the invoicing software for small business. The invoice software for small business provides services and products invoice, but no suppliers records. Because of this, the invoicing software for small business is perfect for service company like constructions or agencies business.

When you open the template, it will prompt to save new file location because it is split database. Save and rename the file. Open the new saved database (front-end). There will be pop-up window like this. You can check the simple invoice software with sample data provided in this template, or using right away with your own data.


Access Templates Invoicing Software Database for Small Business (1)


The menus of free invoicing software for small business are:

Menu to preview the Open Quotes and Unpaid Invoices for quick edit.

Menu for guiding and give information about how to use the template or tips and links for invoice tracking software. The only tabs to be filled is

Tab, which data used in other menus.


Access Templates Invoicing Software Database for Small Business (2)


Menu for recording the invoicing software for small business databases that supports other menus.

Both menus are for recording the Service and Products provided by the company. Mostly the recorded product is the material for the provided service. The fields are:


Data Type


Autogenerated, string






String, Products menu only


Checkbox, ticked records will not available for transactions



Menu for recording employee login. You can set up password by enhance this menu.
- ID: numeric, autogenerated
- Email: string
- Full name: string
- Login: for username, string

Menu to record the customer details that can be used in transaction menus or reports:


Data Type


Autogenerated, numeric

First & Last Name




Job Title

Phone fields

Addresses fields


Web Pages




Menu to record the transaction over provided services and used products.


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If you click new quote button or double click existing records, a form will appear. On the header buttons:
- View Quote: display the invoice only
- Duplicate: copy the quote as new records, but the status will not be copied.
- Save & Close
- Submit: Status means the quote is fixed and confirmed. Once clicked, you cannot edit or cancel the quote anymore.
- Approve/Reject: Marked the approval response of the quotes.
- Invoice: The Invoice is generated in Invoice menu. Only available if you click Approve button.

The fields on header are:
- Job: string, job name
- Customer: lookup field from customer menu. Contact Name and Phone bounded with this field
- Quote Date, Expires, and Due: Date of the work period.
- Salesperson: employee who responsible on creating this quote.


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There are 4 tabs:
- Line Items: tab for records the service and products details and costs.
- Service Location: tab for records the work location. Fields are autogenerated, but the value can be changed because sometimes the work can be located not at the customer address.


Access Templates Invoicing Software Database for Small Business (5)


- Taxes & Terms: tab for recording the tax and terms.


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- Notes: display date history and notes or comments regarding the quote


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On footer, there is the totals of the cost to be invoiced. Click Refresh if there is any change.

Menu to generate the confirmed invoice that can be printed and sent to customer. Can be used for invoice tracking database.

There are 2 status button:
- Submit: marked that the invoice has been submitted and sent.
- Mark Paid: meaning that the invoice has been paid off.
Most of the fields and tabs are all same like Quotes menu.
The invoice is automatically generated each time the Invoice button in Quote Details clicked.


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Menu to display and generate the summarized records from invoice tracking system into printable reports. There are 4 types of reports:
- Customer List
- Yearly Sales
- Quarterly Sales
- Monthly Sales

The invoicing software for small business is open source and can be modified. You can integrate invoice tracking ms access with purchase template for product bought. You can download invoicing software for small business for free at along with other microsoft access templates.

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