Need developer to create SQL database and data processing for customer payments
Budget: $250 – $750 USD
1. We are looking for someone who can create us a database to hold payment information that we receive from our customers. This payment information is in two separate and cleaned CSV files.
2. Using the data in section 1, we need the system to process this data according to rules that have been defined.
3. We need the ability to query this data
4. We need custom reports created, using this data
Details
We are looking for an individual to help us create a solution for keeping track of a specific customer's payments and how they were applied. Normally, you have an invoice that we generate our customer and that customer will pay it with cash. In our case, one of our customers frequently pays us less than the invoice amount with the intention in the future of repaying the shortage. This creates issues when tracing these payments back to where they should be applied. We would like to remedy this issue by creating a database that will automatically keep track of this for us, along with how the payments should be allocated.
We need this database to process these payments in the same way that we would do it ourselves. When the customer pays us, they will list other "documents" on their payment remittance that we don't enter into our ERP system. These 'documents" are what the customer is applying to our invoices and this is what creates the shortage. We don't enter these documents into our system because they belong to the customer. What we do is we keep track of what document the customer applied to and what invoice in Google Sheets so that when the customer finally pays back the "document", we know where to apply it in our system.
Requirement
- We need someone who understands how payments are applied to open invoices within a business environment.
- We need someone who can create a database in SQL or other database language that allows us to easily query this data.
- We need someone who can build automation to have the data processed in the manner that we require.
- We need someone who is responsive, an effective communicator, and someone who isn't afraid to ask questions.
- Most importantly, we need someone who can start immediately and has time to allocate to this project so that it can be completed quickly.
Final Thoughts
All the data has been cleaned and all of the rules have been defined. I understand enough about databases that I have put together sample table structures and how the data relates to one another. We just need you to help us turn the data and this idea into a working product.
Thanks for taking the time to read the deliverables. We look forward to working with you!
2. Using the data in section 1, we need the system to process this data according to rules that have been defined.
3. We need the ability to query this data
4. We need custom reports created, using this data
Details
We are looking for an individual to help us create a solution for keeping track of a specific customer's payments and how they were applied. Normally, you have an invoice that we generate our customer and that customer will pay it with cash. In our case, one of our customers frequently pays us less than the invoice amount with the intention in the future of repaying the shortage. This creates issues when tracing these payments back to where they should be applied. We would like to remedy this issue by creating a database that will automatically keep track of this for us, along with how the payments should be allocated.
We need this database to process these payments in the same way that we would do it ourselves. When the customer pays us, they will list other "documents" on their payment remittance that we don't enter into our ERP system. These 'documents" are what the customer is applying to our invoices and this is what creates the shortage. We don't enter these documents into our system because they belong to the customer. What we do is we keep track of what document the customer applied to and what invoice in Google Sheets so that when the customer finally pays back the "document", we know where to apply it in our system.
Requirement
- We need someone who understands how payments are applied to open invoices within a business environment.
- We need someone who can create a database in SQL or other database language that allows us to easily query this data.
- We need someone who can build automation to have the data processed in the manner that we require.
- We need someone who is responsive, an effective communicator, and someone who isn't afraid to ask questions.
- Most importantly, we need someone who can start immediately and has time to allocate to this project so that it can be completed quickly.
Final Thoughts
All the data has been cleaned and all of the rules have been defined. I understand enough about databases that I have put together sample table structures and how the data relates to one another. We just need you to help us turn the data and this idea into a working product.
Thanks for taking the time to read the deliverables. We look forward to working with you!