RO Water Business Record Management

I run a small RO water supply and I’m falling behind on paperwork. I need a reliable freelancer who can build and routinely maintain a single Excel-based workbook that keeps every daily detail in one place and rolls it all up into clear monthly reports.

Here’s what the file must handle for me:
• Daily logs for sales, cash collected, credit given, and the running jar balance per customer.
• Automatic monthly roll-ups showing total sales, total credit outstanding, and jars in circulation.
• One-click bill generation at month-end for each customer, pulling figures straight from the data without me having to re-type anything.

The layout has to be simple enough that I can add or correct numbers from my phone or a basic laptop. I’d also appreciate a short hand-off session or quick video guide so I know exactly where to enter figures and how to trigger the bills.

If you can incorporate some basic data-validation to cut down on entry mistakes and set up clear dashboards, that’s a plus. Let me know your experience with Excel templates, any similar jobs you’ve completed, and roughly how long you’ll need to put the system in place.