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How do you manage your invoices?
Posted by Shawn Bann on January 8, 2010 at 3:06 amhello,
i was curious what programs you guys use to manage your invoices?
i usually just have a folder with my invoices in .doc format, but have found
its a bit messy and hard to keep track who paid me!
(especially during tax season)in your opinion, is pdf format better than .doc?
thanks
shawnShawn Bann replied 16 years, 3 months ago 14 Members · 20 Replies -
20 Replies
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Todd Terry
January 8, 2010 at 4:33 amQuickbooks Pro.
I think you’ll find that’s the choice of lots of small business people here.
Does a heck of a lot more useful stuff than just invoicing, too.
T2
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Todd Terry
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Tim Wilson
January 8, 2010 at 7:00 amOne of the many, many reasons that millions of Mac users…like me…are using solutions like BootCamp and VMware Fusion. There are too many PC-only applications that are absolutely critical to making your life, and especially your business life, easier…a reality that Apple has clearly acknowledged by investing millions of dollars to support Windows.
No worries about hating Windows, which many dual-OS users still do. Substitute the Win control key for the Mac command key in keyboard shortcuts, and you’re mostly done. You’ll find that Quickbooks, as well as the “real” version of Quicken, make easy sense to use, and are more than worth that minor effort to manage keyboard shortcuts.
And if that’s really a stumbling block, there’s a free utility you can download to remap Windows commands to your Mac keyboard.
Improved productivity and more efficient collection of money from your clients are at hand. Go for it.
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Ryan Mast
January 8, 2010 at 8:15 amI just switched from QuickBooks to Clarityaccounting.com for this year. It’s all web-based, like Gmail or Google Docs, and it’s cross-platform (unlike QuickBooks ActiveX-based web system). I haven’t been using it enough yet to comment authoritatively on it, but I already like that I can access it anywhere, from my Mac editing system or my Windows netbook.
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Matt Townley
January 8, 2010 at 3:45 pmI have to second what Tim said. I run have been running Quickbooks Pro in Parallels (on my Mac) for a number of years and can’t imagine trying to run my business without Quickbooks. My primary business is duplication and replication, so the majority of what I sell is taxable. Quickbooks makes easy work out of managing sales tax. I think you can get a free demo of Quickbooks, but you would have to have a host OS to run it, and I don’t think you would be able to demo the virtual OS part of the equation.
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Walter Biscardi
January 8, 2010 at 4:05 pmQuickbooks Pro since we opened in 2001. At tax time we simply give a copy of the account to our CPA. Very simple to use.
Walter Biscardi, Jr.
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Biscardi Creative Media“Foul Water, Fiery Serpent” now in Post.
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Ed Cilley
January 8, 2010 at 5:36 pmThere is a Mac version
https://quickbooks.intuit.com/product/accounting-software/mac-accounting-software.jsp
Ed
Avid and FCP Preditor
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Anything worth doing at all, is worth doing well.
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Grinner Hester
January 8, 2010 at 6:10 pmI just use word. Easy. Quick. No worries.
Ihave a paid pile and an unpaid pile. Once peid, my wife moves it to the other stack.
Very technoid here. 😉
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Jeff Bonano
January 8, 2010 at 6:55 pmGrinner is technologically up to date as much as I am. I just build my own Invoice in Word, then I send a .pdf version to my client via e-mail and in person just in case. I like .pdf because they can’t change it when I send a quote to them.
And while I keep a copy on my compy, I still like to kill trees and file a hard copy with any “paid” notes or “faxed date” notes, etc…
I find it’s easier to jot down a quick note on the back of my copy of the invoice just in case I forget something. I just pull their invoice and paperwork whenever I need to reference something. Including how many times I’ve tried calling them for payment and the time/dates attempted.
…but then again, my business is still small enough that I’m not overwhelmed by too much paperwork come tax time. It’s bad enough I have to deal with tax exempt government clients, but that’s pretty much the worst of my paperwork!
Jeff Bonano
http://www.bonanoproductions.com“I want to have a cool quote at the bottom of my signature, just like everyone else on the cow forum!” -Jeff Bonano
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John Davidson
January 8, 2010 at 11:12 pmFor bookeeping, we work in Quickbooks using Parallels/XP on a mac because the mac version is crap. That’s for our accounting – but to coordinate between several of us, we keep a full list of projects, payment status, budget codes, etc., in a numbers document on a shared idisk folder. When a project is completed, I update the document, it syncs via mobileme/idisk to the other macs, and then our accounting person picks it up and has all the billable information.
We also use our own pages document/invoice template to invoice clients rather than using quickbooks. We had problems with quickbooks being slow on delivering invoices – I forget what the situation was, but quickbooks didn’t allow a simple pdf export function at the time. Regardless, all invoices are also stored in mobile me servers, so they’re accessible from my iphone or any computer with internet access.
When it’s time to send an invoice, the Pages / Share function is dead simple and provides a rock solid PDF that our clients love. It works, and keeps everybody happy and not completely attached to a single computer.
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