Custom Invoice and Tax Tracking App

Overview

This project focused on building a practical invoicing system for a small business that needed a cleaner way to handle customers, products, invoice line items, and tax tracking. The goal was not to create an overly complicated accounting platform. The goal was to give the owner a simple system that worked better than manual tracking.

The app was designed around real business use: quick invoice entry, organized product selection, tax-exempt handling, and structured data that could support future reporting.

App Preview

Suggested image placement: add screenshots of the invoice form, line item workflow, product selection screen, and tax report view here.

The Problem

The business needed a better way to create invoices and track tax-related totals. Manual systems can work for a while, but they become messy when products, customers, tax-exempt sales, and invoice details start piling up.

The biggest issues were:

• Invoice data needed to stay organized
• Product selection needed to be simple
• Line items needed to connect properly to invoices
• Tax-exempt customers needed to be handled correctly
• Tax reporting needed to be easier to review later

The Solution

I designed an AppSheet app connected to structured Google Sheets tables. The system separated invoices, invoice line items, customers, products, and tax data so the app could work more like a real business tool instead of one giant spreadsheet. The app was planned so a non-technical owner could use it without needing to understand the backend structure.

Business Value

The app gives the business a cleaner way to create invoices and keep tax-related information organized. It reduces the need to manually piece together totals later and creates a more reliable structure for tracking sales, tax-exempt sales, and taxes collected.

Project Gallery

Suggested gallery: invoice entry, customer screen, product selection, line items, tax totals, and reporting view.