Part 4 —Invoice Billing CRM BootCamp | Apps Script, Purchase Module, Purchase Order & Ledger Account

Описание: Welcome to Part 4 of the Invoice Billing CRM BootCamp Series!
In this session, we extend the CRM beyond sales and payments by adding the Purchase, Purchase Orders, and Ledger Account modules — essential for managing both outgoing and incoming financial activity with clients.

🧩 Source Code & Files:
📂 GitHub Repository (PO, Statements & Email Receipt):
https://github.com/manojkaradia/Googl...

🎯 What We Cover in Part 4
1️⃣ Add Purchase Module
Adding purchase entries made from the client
Capturing purchase item, description, and amount
Recording purchase data directly into the system
Maintaining accurate debit-side activity for each client

2️⃣ Purchase Orders Module
Viewing all purchases for any selected client
Generating Purchase Order statements

Email automation:
Sending Purchase Order summary to clients
Attachments & template usage
Managing vendor-side records with ease

3️⃣ Filter Purchase Orders
Applying filters to instantly refine purchase data using:
Client Name
Date From
Date To
Dynamic listing and user-friendly interface
Ensuring only relevant purchase records appear for review or export

4️⃣ Ledger Account Module
Complete combined financial view for each client
Integrates both:
Invoices (Credit)
Payments Received (Debit)
Calculates running balance automatically
Generates clean, professional ledger statements
Option to email ledger reports directly to clients

💡 After This Video, You Will Learn
✅ Create & manage Purchase Orders (POs)
✅ Build a complete Purchase Module inside your Invoice CRM
✅ Generate Purchase Statements
✅ Auto-send Purchase Email Receipts
✅ Maintain Ledger Accounts for suppliers
✅ Integrate the purchase workflow into your end-to-end CRM system

This session is perfect for developers, business owners, and automation enthusiasts looking to level up their Google Workspace–based CRM.

🔗 Watch Now:
👉 Part 3 Video:    • Part 3 —Invoice Billing CRM BootCamp Serie...  

Reach out to [email protected] for CRM related queries.

💼 What You’ll Build in This Part
Purchase Order creator with automated numbering
Supplier-wise ledger account tracking
Email-based PO & receipt communication
Purchase dashboard integration with your CRM
Reusable Apps Script functions for any business

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