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The Form Wizard is a professional program designed in Microsoft Excel to help Etsy shop owners:

-Provide basic business forms (invoice, receipt, shipping slip, and purchase order)
-Look professional in customer and supplier relationships
-Manage and save time with their shop’s paperwork

The Form Wizard is easy to use. The hard work of preparing the worksheets has already been done—all you have to do is populate the data entry tab with your information for each sale.


You will receive one Microsoft Excel file (Form Wizard). In this file are 9 different areas (Home, Data Entry, Invoice, Receipt, Shipping Slip, Purchase Order, Invoice Tracker, Receipt Tracker, Shipping Tracker, and Purchase Order Tracker).

Home—This is a homepage that allows you to click and go to the different areas (Navigation is like the web).

Data Entry—This area is where every form will start. The first time you use the product you enter basic information like your store name, web address, etc. Then whenever you make a sale, you update what you sold, how much it cost, how many they bought, and their shipping address, etc. This information then automatically creates an invoice, receipt and shipping slip. (The process for Purchase orders is identical).

Invoice—An invoice is what you send to a customer to remind them that them that they need to pay you. This is designed to be sent to your customer through email.

Receipt—A receipt is what you send to a customer right after they pay you. It is their confirmation of ownership of the good. This is designed to be sent to your customer through email.

Shipping Slip—A shipping slip is what you print out and send in the package you mail to the customer. It lets them know what they are receiving. This is designed to be sent as a paper file with your shipment.

Purchase Order—A purchase order is a form that you use to inform a supplier that you want to purchase an item from them. (Most Etsy shop owners will not use this function, but I wanted to include it as a tool for those few that do).

4 Trackers (Invoice, Receipt, Shipping Slip, and Purchase Order)—These four areas are where you can keep a list of every form you have used for your own records.


Also included with this purchase is a starting instruction sheet in Microsoft Word. I have also included over 55 instructions in every important cell in the program. All you have to do is scroll your mouse over the cell and it tells you what to enter, how to enter it, and what is being calculated.

This product is great for Etsy shops, but I also designed it for boutiques, craft fairs, Ebay, and personal sales. You can also modify this program to specifically fit the needs of your Etsy shop. You can even change the colors to match the theme of your shop. Note: You must have Microsoft Excel installed on your computer to run this program.

When you purchase the Form Wizard, you are buying quality and a product you can trust.

When you purchase this item through Paypal, please include your email address that you want me to send the two files to in the “notes to seller” area. I check my email multiple times a day and will send it to you as soon as I can. If you do not specify, I will send it to your Paypal address.

This program is ready to run when I send it to you. You do not have to be business savvy to benefit from this tool. I will be available for questions through convos. I will help you the best I can, but I cannot teach you Excel, or help you totally change the product to your customizations (that can be a custom order).

Impress your customers with professional business forms!

Form Wizard -- Business Forms (Invoice, Receipt, Shipping Slip, Purchase Order) (Marketing)

Overview

  • Materials: computer, excel, microsoft
  • Ships worldwide from Canada
  • Feedback: 434 reviews
  • Favorited by: 1 person