Intuitive invoicing template

About the Project:

I assisted a Support Worker business in creating templates for her business that are easier to use to save her time.

Our Process / What We Did:

DW runs her own business as a Support Worker and she needed help in creating some documents that can help her save time especially with invoicing. She sent me a copy of how she had been doing her processes and after consulting with her, I came up with the below documents.

Deliverables:

A new invoicing template that is still consistent with her branding but still intuitive to use Client database that will be automatically populated onto the invoice

Results:

I created an invoice template for her on Excel with the following features:

• Drop down lists for invoice items that change the rate of the item to the item that has been picked
• Client details will automatically change with the client she picks
• Automatically calculating total for accounting purposes

Photos:

Information has been blurred for privacy purposes.