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Develop an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments.

£250-750 GBP

Fechado
Publicado há 3 meses

£250-750 GBP

Pago na entrega
Brief for setting up automated 1st reminder emails for overdue invoices. Before 2021 we had an automated system set up which involved: 1. Manually running a report from our events software Priava, with a list of all events we’ve invoiced in a set time (last month) 2. Manually running a report from our accounts system Sage, with a list of events that have paid (same period) 3. Importing them manually into excel, then an excel macro compared the 2 reports and produced a list of events that were overdue payment with email addresses attached. 4. An automatic email as a 1st reminder was sent to these clients with a copy of their original invoice which was saved in SharePoint. What we need: Develop an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. We use Priava events software, Sage accounting software and Excel. Open to suggestion to improve on the automation we had set up before. Scope: The system should handle the following tasks: 1. Identify unpaid invoices: Extract data from two sources: o All the invoices raised a month ago: This report should list all invoices issued a month ago, regardless of payment status. o Raise outstanding invoices: This report should list all invoices that remain outstanding from that same period. 2. Merge the two reports: Combine the data from the two reports into a single consolidated report which shows those who have been invoiced and not paid yet. 3. Match invoices with email addresses: Append the email address associated with each invoice in the consolidated report. 4. Send automated reminder emails: For each unpaid invoice, send an automated reminder email to the corresponding client. Attach a copy of the invoice to the email. Deliverables: 1. A fully functional automated system that meets the specified requirements. Success Criteria: The system is considered successful when it meets the following criteria: 1. Accuracy: The system accurately identifies unpaid invoices and matches them with the correct email addresses. 2. Timeliness: Reminder emails are sent promptly to unpaid clients. 3. Effectiveness: Reminder emails successfully encourage clients to make payments. 4. Ease of use: The system is easy to install, configure, and maintain.
ID do Projeto: 37512965

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78 propostas
Projeto remoto
Ativo há 2 meses

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78 freelancers are bidding on average £636 GBP for this job
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Hello Good afternoon , I hope you are doing great. Just finished reading the brief details of your job . I see you have been looking for a freelancer who has experience with Excel, Sharepoint, Software Architecture, PHP and C# Programming. Upon the first look I feel confident about getting it done because of having experience doing similar jobs My Experience? I have 9 years of experience working with those technologies. Its been 8 years since I have been working on freelancer.com, Please review my profile. Check: Skills, Portfolio, Customer Feedbacks. Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern US Time I would like you to start the chat so we could discuss it in detail and we will continue from there. Thanks! Awais
£750 GBP em 11 dias
4,9 (139 avaliações)
8,8
8,8
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Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly. My Portfolio Items: https://www.freelancer.com/u/schoudhary1553 I would really like to work with you on this project. If interested, Kindly contact me via chat for further details and discussion. Thank you Sandeep
£500 GBP em 7 dias
4,9 (659 avaliações)
8,6
8,6
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Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. .. .
£750 GBP em 1 dia
4,8 (98 avaliações)
8,0
8,0
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Hi there Mary T., Good afternoon , Hope you're having a great time. I'm bidding on your project "Develop an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments." I am expert in Software Architecture, Excel, PHP, Sharepoint and C# Programming. please leave a message on my chat so we can discuss the budget and deadline of the project. I have read your project description and i'm confident i can do this project for you perfectly. Thanks ..
£750 GBP em 6 dias
5,0 (51 avaliações)
7,4
7,4
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Kishore, the leader of your team, is a passionate Full Stack developer with over 10 years of solid experience in Web and App Development. His team includes 20 experts who are adept at various coding languages and frameworks, such as Golang, WordPress, PHP (Codeigniter and Laravel), Python, React, Angular, and more. Their skillset enables them to deliver top quality work quickly without compromising on accuracy or timeliness. They're also well-versed in MVC frameworks and OOPS-based languages. As part of their deliverables, they have developed a fully functional automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. They would be delighted to help you develop an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. They understand the importance of setting up an effective 1st reminder system before 2021 to avoid delays in client payments. This is why they are open to suggestion on how they can improve on the automation they had set up before.
£500 GBP em 7 dias
4,8 (135 avaliações)
7,5
7,5
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Hello, My name is Akriti and I'm a freelancer specializing in software development, automation and web development. I've read your project description and understand what you need from an automated system to identify unpaid invoices send reminder emails to clients and track the status of payments. I have the skills necessary to deliver a successful solution for your project including experience with C# programming, Excel, PHP and Sharepoint which makes me an excellent choice for this job. Additionally I have a reputation for being reliable and efficient which will ensure timely delivery of your project on budget. I'd love to discuss further how I can help make your project successful please feel free to contact me directly. Thank you again for your consideration!
£500 GBP em 3 dias
4,9 (331 avaliações)
7,4
7,4
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Hi, How are you? I just saw your job posting and I felt that I can help you with this job considering the experience I have with C# Programming, Sharepoint, Excel, Software Architecture and PHP. Please check my portfolio: https://www.freelancer.com/u/AITSoft Regards, Shamshad
£750 GBP em 28 dias
5,0 (49 avaliações)
7,0
7,0
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Hi there! As I have read, I see you need help by developing an automated system to identify unpaid invoices I could help you carry out this project and obtain what you need for the development of this project. I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Appreciatively, Giovanni.
£250 GBP em 1 dia
4,9 (64 avaliações)
7,0
7,0
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Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. Can discuss and work with you to get this task done. Thank you. Durai
£500 GBP em 7 dias
5,0 (192 avaliações)
7,0
7,0
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Hi I am interested in your project. Can you please send me details of your existing system so that i can check and give you actual time line and cost. I will wait for your reply. Thanks Shihan
£500 GBP em 7 dias
4,9 (329 avaliações)
6,9
6,9
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Hello, good time Hope you are doing well I'm expert in MATLAB/Simulink, Python, Java, JavaScript and C/C#/C++ programming and by strong mathematical and statistical background, have good flexibility for solve your project. I have many experience practical and theoretical in implementation different algorithms (such as: state estimation and Kalman filter, design controller, analysis closed loop stability, signal and systems, signal processing, heuristic optimization, fuzzy logic, neural network and machine/deep learning fields). Evidence of this claim exist in the portfolio. I have read your project description and I can help you (without any plagiarism). Please send me the details of your project. Thanks for attention 100% Jobs Completed, 100% On Budget, 100% On Time ⭐⭐⭐⭐⭐ 5-star reviews
£700 GBP em 7 dias
5,0 (9 avaliações)
6,5
6,5
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Hey, I hope you're doing well. I review your requirements and I can do this work. I have worked with Microsoft technologies for 9+ years and helped clients get the most out of SharePoint, PowerApps, Power Automate, PowerBI, Nintex, Microsoft Teams .NET, and Office365 platforms. I will demonstrate my work once we connect. Regards, Hina
£500 GBP em 7 dias
4,8 (55 avaliações)
6,6
6,6
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Dear Mary T., I hope this message finds you well. I am Christopher, a freelancer with over 4 years of experience in PHP, Software Architecture, and C# Programming. I have carefully read the requirements for the project and I am confident that I can deliver it with perfection. I understand that you need an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. I have extensive experience in developing similar systems using PHP, Excel, C# Programming, and Software Architecture. If you have any questions or would like to discuss the project further, I would be more than happy to connect with you in the chat. Please feel free to reach out to me at your convenience. Looking forward to the opportunity to work with you. Best regards, Christopher
£500 GBP em 7 dias
5,0 (33 avaliações)
6,1
6,1
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Hi there, I'm excited to express my interest in your Develop an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. project. With 4-5 years of experience in C# Programming, Sharepoint, Software Architecture, Excel and PHP, I'm well-prepared to add significant value to your initiative. Please note that the initial bid is provisional. A final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please provide any available detailed documentation? I'm also open to further discussions to delve deeper into specific aspects of the project. Feel free to review my profile, which showcases my portfolio, past jobs, and client reviews, reflecting the quality and professionalism I bring to every project. I always aim to offer a competitive budget without compromising on quality. Thank you for considering my proposal. I'm eager to collaborate and contribute to your project's success. Let me know if you need any additional information. Best regards, Rashid Amjad.
£700 GBP em 15 dias
5,0 (32 avaliações)
6,1
6,1
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Hi Good afternoon This is Umair You can see clearly from my profile that all my reviews/feedbacks are 5 stars and that's for a sole reason that I only take those projects which are doable for me. I am very much familiar with Sharepoint, C# Programming, Excel, PHP and Software Architecture. I have done similar projects before. Let's have a quick chat on this project to clear further details and I will give you development feedback as soon as possible. I am a Full time developer and can work on Sharepoint, C# Programming, Excel, PHP and Software Architecture. Looking forward to working with you. Thanks Umair Anwar.
£700 GBP em 20 dias
5,0 (8 avaliações)
5,6
5,6
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Salutations! After delving into your project details, I propose a solution to automate your 1st reminder emails for overdue invoices. Leveraging my skills in PHP, Excel, and C#, I'll develop a streamlined system to extract data from Priava and Sage, merging and identifying unpaid invoices, and sending automated reminder emails with attached invoices. I'll ensure the system is easy to install, configure, and maintain for your convenience. Let's chat further to discuss any specific nuances and your preferences for this automated system. I'm eager to collaborate and bring efficiency to your invoicing process. Kind regards from Arbaz A ?
£300 GBP em 5 dias
5,0 (30 avaliações)
5,2
5,2
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I am an experienced full-stack developer with over 12 years of expertise in PHP, Excel, C# Programming, Software Architecture, and SharePoint. Previous Workflow: Before 2021, the process involved manual extraction from Priava and Sage, merging in Excel, and sending automated reminders through SharePoint. Proposed Solution: The proposed system will automate the entire process with the following key features: Identify Unpaid Invoices: Extract data from Priava for all invoices issued a month ago. Extract outstanding invoices from Sage for the same period. Merge Reports: Combine data from Priava and Sage into a consolidated report. The consolidated report will highlight clients who have been invoiced but have not made payments. Match Invoices with Email Addresses: Append email addresses to the consolidated report for each corresponding invoice. Deliverables: A fully functional automated system that includes: Script to extract data from Priava and Sage. Excel macro to merge and match data. Automated email system for sending reminders. I invite you to review my freelancer.com profile, which showcases my extensive experience and successful projects. I look forward to the opportunity to enhance your invoicing process with this automated solution.
£1.200 GBP em 12 dias
5,0 (6 avaliações)
5,3
5,3
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With over a 12 years of experience in web development, I've successfully led end-to-end projects individually and collaboratively within large, diverse multinational teams. This exposure has enriched my comprehension and proficiency in software development processes across various business domains and projects.
£750 GBP em 7 dias
5,0 (34 avaliações)
5,4
5,4
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Hello, Can we discuss the project details over chat? I am MS full stack developer having expertise in developing web, desktop application and I think I can manage this project well. I can share my project examples with you. Hope to hear from you soon. Thanks
£500 GBP em 30 dias
5,0 (25 avaliações)
4,9
4,9
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Hi, my name is Paul and I am a professional with 26 years of experience in the field of software development. I have worked on numerous web platforms, game products (Unity and Unreal Engine), user-friendly and mobile-friendly applications (Metaverse AR + VR) and ChatGPT - all of which make me an ideal candidate for your project. I understand from your description that you are looking for an automated system to identify unpaid invoices, send reminder emails to clients, and track the status of payments. With my expertise in C# programming, Excel and PHP I am confident that I can create a successful solution that handles these tasks accurately, promptly and effectively. Please feel free to reach out if you have any questions or would like to discuss further how we can make this project successful together!
£1.000 GBP em 7 dias
5,0 (8 avaliações)
4,8
4,8

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Bandeira do(a) UNITED KINGDOM
Yateley, United Kingdom
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Membro desde dez. 5, 2023

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