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Mastering Excel: Create Installment Payment Invoices + FREE TEMPLATE

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7K views|6 months ago
💫 Short Summary

The video demonstrates creating custom invoices with installment payment plans in Excel, focusing on formatting, data validation, and automation. It covers setting up payment schedules, managing payment IDs, and using VBA for efficiency. Additionally, it discusses conditional formatting, linking data, and creating a functional invoice template. The segment also explains setting up calendars, extracting data automatically, and loading invoices in the database. It emphasizes accurate data mapping, saving processes, and managing payment information. The video concludes with setting up payment schedules, updating payment information, and various functions within the invoice system for efficiency and user experience improvement.

✨ Highlights
📊 Transcript
Creating invoices with installment payment plans in Excel.
00:15
The tutorial covers creating custom invoices with different payment frequencies and tracking payments and due dates.
Features showcased include printing and emailing invoices, adding extra payments, and customization options.
The segment emphasizes automating payment plans and efficiently managing them within Excel.
Viewers are encouraged to subscribe for weekly tutorials on building applications and learning VBA basics, and to support the channel through Patreon for exclusive features and updates.
Setting up an invoice template with necessary fields and formatting.
06:29
Adding fields such as customer name, invoice type, project name, payment information, and balance calculations.
Demonstrating data validation and drop-down lists for efficient input.
Distinguishing user-entered fields in white and calculated fields in green for clarity.
Discussing formatting options like borders and conditional formatting for a professional-looking template.
Setting up a payment schedule in an invoice template.
11:49
Includes payment numbers, scheduled amounts, due dates, pay dates, and balances.
Formatting the template with light colors and borders.
Organizing customer information, VBA handling, project details, invoice numbers, and database rows.
Involves formulas and conditional formatting for automation and efficiency in managing invoices.
Setting up data validation for customer names and IDs, extracting email addresses, configuring search invoice fields, adding payment schedule fields, ensuring required fields are filled out, and managing payment information including unique payment IDs, customer names, payment amounts, due dates, and paid dates.
17:42
The video emphasizes the importance of unique payment numbers for each invoice.
Display of payment information is based on selected payment IDs.
Managing payment schedules and payment IDs in a database.
23:43
Determining the next payment number based on existing payments.
Matching payment IDs to database rows.
Distinguishing between manual and automated payment entries.
Organizing buttons for invoice and payment actions.
Using arrow keys to navigate and format text boxes in a document.
29:11
Adjusting height, adding text and shapes, formatting text, inserting icons, and resizing elements in text boxes.
Demonstrating duplicating elements, aligning and grouping objects, setting properties, and adding conditional formatting.
Emphasizing organizing and grouping buttons, aligning elements, and ensuring consistent design elements throughout the document.
Setting up conditional formatting in Excel.
34:58
The segment demonstrates creating rules for due dates, even rows, and selected rows using formulas and custom colors and borders.
Highlighting rows based on predefined criteria, such as due dates and specific conditions.
Discussion on hiding numbers in cells based on empty conditions using conditional formatting.
Setting up conditional formatting in a spreadsheet.
40:41
Demonstrating changing values and adding formulas for tax calculations.
Formatting cells for a professional look.
Adjusting settings for tax rates and showing totals in the invoice.
Setting up balances and adding borders to cells for a polished finish.
Demo of AI tool pack feature 'get table data' for construction items.
46:20
Tool retrieves items like name, description, and price automatically.
Item names and data validation for invoices demonstrated.
Formulas calculate totals based on quantity and amount.
Conditional formatting for installment payments and invoice types explained using drop-down lists.
Creating an invoice template with VBA in Excel.
52:35
Adding borders and removing conditional formatting for consistency.
Linking data such as due dates and paid amounts to the invoice.
Making specific cells update based on user input.
Accessing VBA, uncommenting code, and setting up events for changes in selection.
Setting up a calendar and displaying item descriptions, quantities, and amounts based on user selections.
58:23
Extracting and displaying item details automatically when editing the spreadsheet.
Populating customer addresses and details based on customer selections for accurate information display.
Detailed instructions on setting up macros and formulas to streamline data entry.
Improving user experience through efficient data entry processes.
Overview of Invoice Search and Loading Process
01:05:45
Importance of correct database rows for successful loading, running macros like 'invoice load,' and using data mapping for efficient data extraction.
Process involves criteria-based filtering, determining last result rows, and placing extracted data in appropriate rows.
Detailed walkthrough provided on steps involved in loading and managing invoice-related information within the database.
Creating a new invoice in a system and assigning macros for various functions.
01:13:40
Steps include clearing fields, populating invoice IDs, setting default dates, and configuring invoice types.
Emphasizes the importance of linking data correctly and automating certain fields for efficiency.
Assigning macros to buttons for different actions like creating payment schedules and adding new payments.
Data mapping and saving processes for invoices in a database.
01:16:00
Ensuring fields are populated and saving new and existing invoices is essential.
Handling invoice items involves checking for required fields and adding new invoice IDs.
Mapping data between cells and the database, and populating formulas for total paid and balance is crucial.
Accurate data mapping and proper handling of invoice items are emphasized for accurate financial records and future dashboard creation.
Explanation of saving and deleting invoices in an application.
01:22:11
Key steps include extracting database rows, saving associated items, and clearing out rows.
Demonstrates saving and deleting invoices, handling unsaved invoices, and managing individual items within an invoice list.
Covers printing invoices and setting up email functionality within the application.
Creating PDF Invoices from Customer Email Addresses
01:28:02
The segment covers setting file paths and creating unique names for PDFs based on invoice data.
It involves extracting customer information and invoice IDs to generate the PDFs.
The process also includes updating payment information based on user selections and running macros for payment loading.
Selecting correct payments for loading and mapping data fields for efficient processing are highlighted as important steps.
Managing Payment Information in the System.
01:33:22
The segment covers clearing out payment data, running advanced filters, and managing payment information.
It discusses adding new payments, ensuring required fields are filled, and differentiating between new and existing payments.
The video also touches on creating installment payment schedules and avoiding excessive message box notifications.
The process of deleting payments is explained, including deleting specific rows and reloading the payment list.
Setting up a Payment Schedule in Invoicing.
01:39:10
The process involves dividing the total balance into multiple payments and setting up weekly payments.
Importance of saving the invoice, checking for invoice total and balance above zero, and setting up installment payments.
Emphasis on accurate payment amounts, saving updates automatically, and completing all necessary fields before creating a payment plan.
The process involves creating, saving, and updating payments, as well as adjusting formulas based on payment amounts.
01:47:40
The narrator demonstrates how to hide unnecessary information in the system and print invoices.
The system allows for automated or manual payment scheduling with various frequencies and starting dates.
The segment concludes with a note of gratitude to viewers and an invitation to support the channel through Patreon or purchasing additional tools.