Automated Paypal Invoicing Excel $50.00

raran9989 · Jun 5th 2014

Hey so I'm looking to a solution similar to the one found in this thread :http://www.ozgrid.com/forum/showthread.php?t=173458&page=2

This is the data I have to populate into the Invoice Template:

The final goal would be a file that automatically sends out 1 invoice per unique email address (ex. customer1 would receive 1 invoice with 2 items)

[TABLE="width: 969"]

[tr]

[td]

Email:

[/td]

[td]

Units:

[/td]

[td]

Rate:

[/td]

[td]

Total:

[/td]

[td]

Date:

[/td]

[td]

Item Name

[/td]

[td]

Item Description

[/td]

[/tr]

[tr]

[td]

customer1@bellsouth.net

[/td]

[TD="align: right"]2.25[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$78.75[/TD]
[TD="align: right"]6/1/2014[/TD]

[td]

Student 1

[/td]

[td]

Miami S# 510

[/td]

[/tr]

[tr]

[td]

customer2@gmail.com

[/td]

[TD="align: right"]1.08[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$37.92[/TD]
[TD="align: right"]6/1/2014[/TD]

[td]

Student 2

[/td]

[td]

Miami S# 509

[/td]

[/tr]

[tr]

[td]

customer3@miami.edu

[/td]

[TD="align: right"]1.50[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$52.50[/TD]
[TD="align: right"]6/1/2014[/TD]

[td]

Student 3

[/td]

[td]

Miami S# 508

[/td]

[/tr]

[tr]

[td]

customer4@olla.org

[/td]

[TD="align: right"]1.83[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$64.17[/TD]
[TD="align: right"]5/31/2014[/TD]

[td]

Student 4

[/td]

[td]

Miami S# 507

[/td]

[/tr]

[tr]

[td]

customer5@mac.com

[/td]

[TD="align: right"]1.83[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$64.17[/TD]
[TD="align: right"]5/31/2014[/TD]

[td]

Student 5

[/td]

[td]

Miami S# 506

[/td]

[/tr]

[tr]

[td]

customer2@gmail.com

[/td]

[TD="align: right"]2.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$70.00[/TD]
[TD="align: right"]5/30/2014[/TD]

[td]

Student 2

[/td]

[td]

Miami S# 505

[/td]

[/tr]

[tr]

[td]

customer6@miami.edu

[/td]

[TD="align: right"]2.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$70.00[/TD]
[TD="align: right"]5/30/2014[/TD]

[td]

Student 6

[/td]

[td]

Miami S# 504

[/td]

[/tr]

[tr]

[td]

customer7@aol.com

[/td]

[TD="align: right"]1.50[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$52.50[/TD]
[TD="align: right"]5/29/2014[/TD]

[td]

Student 7

[/td]

[td]

Miami S# 503

[/td]

[/tr]

[tr]

[td]

customer1@bellsouth.net

[/td]

[TD="align: right"]1.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]5/28/2014[/TD]

[td]

Student 1

[/td]

[td]

Miami S# 502

[/td]

[/tr]

[tr]

[td]

customer5@mac.com

[/td]

[TD="align: right"]1.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]$35.00[/TD]
[TD="align: right"]5/28/2014[/TD]

[td]

Student 5

[/td]

[td]

Miami S# 501

[/td]

[/tr]

[tr]

[td][/td]

[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]

[td][/td]

[/tr]

[/TABLE]
If anyone could help out that would be great - many thanks! Bob Aran

**S M C** · Jun 5th 2014

Re: Automated Paypal Invoicing Excel $50.00

Have you paid the 10% to Ozgrid? Remaining 90% would be for the developer who completes the task.

Open to developers by the way.

raran9989 · Jun 5th 2014

Re: Automated Paypal Invoicing Excel $50.00

I have not paid the 10% yet - sorry new to the group. Do I make this payment prior to receiving the help? Happy to make the payment to Ozgrid now if needed. Thanks

**S M C** · Jun 5th 2014

Re: Automated Paypal Invoicing Excel $50.00

Yes, there's an upfront payment of 10% to be paid to paypal@ozgrid.com before someone picks the project.

**S M C** · Jun 5th 2014

Re: Automated Paypal Invoicing Excel $50.00

You can find the one-liner guideline at this link http://www.ozgrid.com/forum/forumdisplay.php?f=105

raran9989 · Jun 5th 2014

Re: Automated Paypal Invoicing Excel $50.00

Sent the 10% - Thanks!

raran9989 · Jun 10th 2014

Re: Automated Paypal Invoicing Excel $50.00

Also hoping to have a solution ready by July 7th - appreciate the help

John_w · Jun 13th 2014

Re: Automated Paypal Invoicing Excel $50.00

What is the Invoice Template you referred to in your OP? Can you post a link to it?

raran9989 · Jun 17th 2014

Re: Automated Paypal Invoicing Excel $50.00

I'm not sure how to give you the exact link as its a PayPal solution but here is the link to log-in into PayPal

https://www.paypal.com/webapps…l-invoice-template-plugin

This is a link to a invoice template file I saved on Dropbox

https://www.dropbox.com/s/tx2f…ud/IT_PayPal_Invoice.xlsm

This is the file a previous member of OzGrid had developed which dealt with the same overall ask

https://www.dropbox.com/s/bwju…y/PayPal%20Automated.xlsm

Here's the previous thread link for more context

http://www.ozgrid.com/forum/showthread.php?t=173458&page=2

Hope this helps! Thanks again

John_w · Jun 17th 2014

Re: Automated Paypal Invoicing Excel $50.00

Sorry, I can't help because the invoice template add-in requires .NET Framework 4.5, which isn't supported on my system (Win XP).

smuzoen · Jun 20th 2014

Re: Automated Paypal Invoicing Excel $50.00

If you are still interested in getting this developed I wrote the original solution you referred to in your initial post. I am sure I could modify this to what you require. Let me know if you are still interested in perusing this

smuzoen · Jun 25th 2014

Re: Automated Paypal Invoicing Excel $50.00

There are a few things that I require from you to customise/automate the template.
1. I need your Business name
2. If you have a logo you want to incorporate with the Paypal template could you send this to me
3. I need your business email address
4. I need to know how you want the invoice numbers generated (would be best to just auto-increment the invoice number e.g INV1, INV2, INV3 etc) - or this could be part of the excel data sheet you listed in your first post- have an additional column for Invoice Number.
5. The payment terms (7 days, 30 days etc)
6. Any terms and conditions that should be included on the Paypal invoice (optional)
7. Any notes that should go onto the invoice (optional)

The requests I have listed above basically are the fields on the template (some of these are just optional includes you can have on the template).

You can PM me these details if you wish.

So I can test the final code I am going to need to generate some invoices - I cannot invoice myself so what I did with the last project was to generate invoices to the person requesting the work (in this cause - you) - what that means is that I need to generate invoices to your Paypal account. I then just delete the invoices so as to cancel the charges. That means I need to have your PayPal email to generate invoices against your account. I will only need to do a few test invoices just to confirm it all works as expected. Any invoices I generate against your account I will obviously delete - PayPal will not charge any commissions/cancellation fees if I generate then delete the invoice

If any of this is not clear let me know.

As I said previously it may be best to PM these details to me - anything you send to me will be treated in the strictest confidence.

raran9989 · Jun 25th 2014

Re: Automated Paypal Invoicing Excel $50.00

Hi Anthony,

I will PM you the information requested. Thanks!

smuzoen · Jun 26th 2014

Re: Automated Paypal Invoicing Excel $50.00

Thanks for the information - will have this finalised for you tomorrow.

smuzoen · Jun 27th 2014

Re: Automated Paypal Invoicing Excel $50.00

Payment received thank you. Emailed workbook. See PM

raran9989 · Jun 27th 2014

Re: Automated Paypal Invoicing Excel $50.00

Thanks Anthony!

raran9989 · Jun 28th 2014

Re: Automated Paypal Invoicing Excel $50.00

Thanks Anthony, your solution delivered on my vision above and beyond what I imagined - it's awesome and will save me a lot of time in the future and eliminate room human error.

Working with you was great - your professional and exhaustive which is great with complex solutions. I'll make sure to keep you in mind for anything excel related in the future. If anyone has the opportunity to work with Anthony - you're in great hands!

Thanks to Ozgrid for making this all happen

**Ger Plante** · Jun 29th 2014

Re: Automated Paypal Invoicing Excel $50.00

Hi raran, Thanks for taking the time to give feedback on Anthony and on Ozgrid. Very much appreciate it. Please call again!

Ger

Automated Paypal Invoicing Excel $50.00

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