Has anybody found or developed an invoicing system for creating invoices with parts listing lookup that either links or works within MS365 and Sharepoint?
I am looking for a system I can link or use with our Offcie 365 account so users can create their own invoices as needed.
reports-and-documents-generator which I am keen to explore. I see it was dated 2009 Is it still current? and what is the cost?
“Current” prices you can find here http://sharepointdrive.com/purchase . Well depends what you name as “current” – it works with SP2007 and SP2010 and now we are porting it to SP2013. Where did you find 2009 date?
As per my other post I need to save the documents from List data in to a Word or PDF to email as needed.
Well, if you need to create a document from one record there may find some useful ideas in blog articles I will try to create. Start already done: Simple SharePoint Invoicing (Part 1) However if you will need to collect data from related lists – you will need some coding or 3rd party solution
We are only a small business, so at this stage I really looking to learn and implement solutions using the inbuilt or OOTB functionality MS365 functionality and free available suggestions via the community, so that we can do as much of the full Customer Management cycle within the MS 365 environment without paying for costly add-ons.
MS365 may have one benefit for you – commercial add-ons are/can be licensed per user that may be purchased for the smaller amount of money if you need it for several users only.
