Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
Tables hold the data, but people work in forms and read reports, and a badly built form lets users type anything anywhere. Send screenshots of your tables and relationships and describe who enters what, and we write a step-by-step guide for your database: data entry forms with subforms, combo boxes and validation, a navigation or start form, and reports grouped and totalled the way you need them. Where a form needs a small piece of VBA, such as a search box or a button that opens a filtered report, we include the code.
What is included
- What you getA written setup guide on the order page for each form and report: which wizard or design steps to use, the properties to set, validation rules, grouping and totals, plus VBA code where needed. It is a guide for you to follow; we do not edit your file.
- Entry formsSubforms, combo boxes, default values
- ValidationRules and messages that stop bad data
- Start formButtons to open forms and reports
- ReportsGrouping, sorting, totals, page layout
- VBA where neededSearch boxes and filter buttons
How it works
- 1BriefYou send tables and describe the work
- 2GuideWe write steps for each form and report
- 3DeliveryYou build them by following the guide
What we need from you
Screenshots of the tables in design view and the relationships window, or a list of tables and fields typed out, who enters which data, the reports you need with an example of the layout (a photo of a paper report works) and your Access version.
We will ask you:
- Which forms do you need, and who will use them?
- Which reports do you need, and how should they be grouped?
- Which mistakes do users make when entering data now?
- Which Access version do you use?
Compare packages
| Packages | Basic2 forms and 1 report$12 | StandardUp to 5 forms and 3 reports$25 | PremiumUp to 10 forms and 6 reports$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Forms | up to 2 | up to 5 | up to 10 |
| Reports | 1 | up to 3 | up to 6 |
| VBA snippets | No | up to 3 | up to 8 |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Can I send my .accdb file?
No, database files cannot be opened here. Send screenshots of the table design and relationships window, or export tables or queries to Excel and attach them (hide personal data first).
Will you set it up in my database?
No, we do not connect to your computer or files. You get text, SQL and code on the order page with steps to apply them yourself.
Will the forms look modern?
We describe a clean, consistent layout with Access's own controls and themes. Custom graphics and images are not part of the guide.