nice and simple put logo in there somewhere.
Monthly tabs, dates, (quote, invoice, receipt numbers), customer name, owing amount, paid amount,
colours to indicate jobs are ( Quote stage, Current or finalized ) say yellow, red and green?
I have attached the quote, receipt and invoice PDF's i am using,
the sheet should indicate the job types also, i have 4 types BAL Assesment, TestTag Fire, TestTag Electrical and OTHER
would like totals easily seen for the months quarters and years.
plus any other features that will assist. or make it easier.
MAIN reason for this sheet is to TRACK INCOME, FIND JOBS NOT PAID, TOTAL INCOME FOR MONTHS ETC.