Customer / payment tracking database

キャンセルされた 投稿 Jan 12, 2008 着払い
キャンセルされた 着払い

I run a self storage facility of about 140 units. I need a simple, straightforward, easy to use Access / Excel databse to track customer payments and unit availability.

Payment made once tested using live information. Pre-designed/templates acceptable but must have the following criteria.

Specific requirements are:

1/ Unit number (range between 1 and 140)

2/ Unit size

3/ Customer details including name, address, phone numbers x 2, identification numbers/drivers license number etc

4/ Rental amount (varies depending on length of stay, payment frequency, unit size, discounts given etc)

5/ Payment frequency (for example weekly, fortnightly, monthly, annually)

6/ Payment type (for example, automatic payment, direct debit, cash, cheque etc)

Must have the ability to do the following:

1/ Enter customer payments manually upon checking bank statement to ensure payment has actually been made (or by physically receiving cash/cheque)

2/ Ability to enter partial payments , showing the balance owing for each payment due (for example, if a customer owes $30 for the week beginning 1/20/08 and only pays $20, there is a $10 balance owing. The amount owing for the week beginning 1/27/08 is $30, bringing the total to $40).

3/ Reminder (pop up or similar) of payments owing on the day it is due.

4/ Ability to complete bank account reconciliation (not essential, but can discuss later down the track)

5/ Once payment has been made and entered into system, it should show payment has been made

6/ History of payments made for each customer (for the entire rental period)

7/ As customers leave and new customers are signed up, any particular unit is reused/recycled. We need the ability to "delete" or "archive" customers from any given unit number, while retaining the history of their payments etc, and add new customers to that unit number.

8/ Ability to track occupied / vacant units (for example, a simple lookup at any given time will show which unit numbers, and corresponding unit size, are vacant. This should automatically be updated when a customer is "deleted"/"archived".

会計 情報処理 エクセル ビジュアルベーシック

プロジェクトID: #212946

プロジェクトについて

11個の提案 リモートプロジェクト アクティブ Jun 26, 2008

11人のフリーランサーが、平均$92 で、この仕事に入札しています。

HussienSharaf

HI, i have made many similar customer Balance control and billing systems. plz check PM

$100 USD 3日以内
(54件のレビュー)
6.5
xamdam91

Looking forward to working with you.

$100 USD 2日以内
(65件のレビュー)
6.1
KellogITSolution

Hello Pease Check your PMB for my bid. Thanks John

$50 USD 5日以内
(18件のレビュー)
4.5
data2007

Pls Check PM

$100 USD 1日以内
(18件のレビュー)
4.3
shmai

have a glance at PM. Regards,

$100 USD 2日以内
(7件のレビュー)
4.0
Macroads

Please check PM. Thanks

$100 USD 5日以内
(2件のレビュー)
1.6
aristjohn

Please review my GAF profile for a breakdown of skill sets that I feel will be vital to the success of this project. Thank you for the opportunity to bid on this project, and I am looking forward to working with you.

$100 USD 3日以内
(0件のレビュー)
0.0
Gomulinski

WE are ready to do this, waiting for you to start

$80 USD 3日以内
(0件のレビュー)
0.0
matricesinfotech

Hello Sir/Madam,I have 8+ years experience in working with database driven software development. Please check PMB for details about my bid. With Best Regards.

$100 USD 7日以内
(0件のレビュー)
0.0
Maxym

Hello Sir, I'm insterested in Your project and can do it by using Delphi/C#/Vb.Net with MSAccess database or MySql. Best regards Maxym

$80 USD 3日以内
(レビュー1件)
0.0