@coliver said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
Update...
None of the solutions we tried (Invoice Ninja or Zoho) were good enough for the office manager. So they went ahead and looked at a developer. Couldn't do it fast enough and too expensive.
So almost full circle, they've contacted the person (retired, 72 year old man) who had my job before me since his background was Microsoft Office Development (VBA) to see if he can develop this. He called me and he politely sounded disinterested and wants to call this a collaboration project. And he wants to try to do this with Microsoft Office. He is old school. So it looks like this may be in Access. 
So it is more or less back in my lap. And finally, management is showing interest to send me to some classes. But not sure where to start on classes.
Did you get any specifics on why they weren't good enough. I think that may be the first part of this before going any further. From the sounds of it this was a, "I don't want to change my processes so we need to make something to fit them." Kind of thing.
Below is what our office manager has sent to potential developers:
Process We Have Now
Customer calls or comes in to order components.
The salesmen at the Metal Store hand-writes a sales ticket/invoice on pre-printed, multi-copy forms.
One copy goes to the shop to produce the material.
One copy comes to me with deposit payment.
Original copy goes to the customer when the material is picked up or delivered.
What we want:
What I need is an invoice/ticket system that can replace the handwritten, pre-printed forms.
We need reports that are sorted by multiple fields and can be printed daily, monthly and yearly. The main report that we use now is sorted and selected by delivery date, but that report is manually input into a spreadsheet.
Sales tax needs to be able to change “on the fly”.
The actual invoice number needs to pre-populate in sequential order.
Want to pull from the customer table in Great Plains to populate customer info in this application.
Would like a databases of material pricing.
Must be able to apply payments to the invoice/ticket (notes not actual transactions)
There are 3 guys that will be using the program at the Metal Store and we would like to be able to pull reports from our office. I suppose in the future, we would love to be able to shoot the ticket over to the shop or to our office, but we are not ready to make that change right now. We are good to use hard copies.
Would eventually want estimating abilities.
