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Flexible Invoice System
Flexible Invoice System
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Flexible Invoice System

This is a template to illustrate how a Coda doc can become a light-weight invoicing system.
JH
Jaime Hwacinski

Overview

Invoices are an important part of any business' record keeping system. With Coda you can be as flexible as you want to be with your book keeping. An invoice typically consists of the following.
Date the invoice was created. This is when the clock starts ticking!
Names and addresses of the customer (and supplier). It's still a good idea to capture the physical address as well as the email and contact info as well.
Contact names for who you are working with. Always a good idea to double check the spelling of names!
Description of items purchased, either products or services, including prices and quantities. Often you will have standard item descriptions and inventory numbers. But be as specific and detailed as possible, when you create the invoice. This avoids confusion and "I didn't know" issues

Quick Start

1️⃣ Create a new invoice by clicking the button below. Add an invoice number and remaining fields to get into the Record Keeper.
2️⃣ When adding the items to purchase watch the tax and totals come in. Feel free to edit items directly from the invoice.
3️⃣ See how results of the total sales and how much gross revenue has been created.
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Invoicing System


Create a new Invoice
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Add a new Customer
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Search
0001-2018
October 25, 2018
0002-2018
October 4, 2018
0003-2018
September 10, 2018
Never Feel Blue Wearing Our Jewelry.
All Things Blue
Address
5678 Blue Diamond Lane, Redmond WA 98052
Email
sarah.darling@allthingsblue.io
Owner
Sarah Darling
Telephone
425-987-9876
Invoice Number
0001-2018
Customer
Ada Lott
Created Date
October 25, 2018
Items
Search
1
2
3
Item
Quantity
Item Description
Price per unit
Tax
Subtotal
Necklace
1
Casablanca Necklace inspired from the 1943 movie. Sterling Silver with sapphire gems. 24in in length.
$225.00
$20.25
$245.25
Bracelet
2
Casablanca Bracelet inspired from the 1943 movie. White gold plated with sapphire gems. 7in and hypoallergenic.
$350.00
$63.00
$763.00
Ring
1
Casablanca Ring inspired from the 1943 movie. 14K gold plated with sapphire gem. Size 6
$500.00
$45.00
$545.00
There are no rows in this table
Tax
$128.25
Total
$1,553.25
Paid
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Overview
Quick Start
Invoicing System
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