As a small business that offers and build tools for (local) small to medium sized companies we often get the request to customer build a finance / invoice solution.
In this first part we are setting up the file and adding the basic things. As discussed in the previous part, we will be using the Google suite. If you want to follow along in Windows + Excel you can do so as the same practises apply.
Project finance file - Data Collection & Invoice Design
Since we now have a workable shell, we can start with adding the functionality we seek. Most of this is bound to customers (invoicing / quotes / paid invoices etc) so it makes sense to start there as well.