Invoice to go app
- Thread starter Vincey
- Start date
Arti
Well-Known Member
I Think Carl uses something similar @CTPlastering
Vincey
Private Member
Is there any % of money paid to the app people from my or your payments, the dude who quickly showed me it was on about there is I think?
Vincey
Private Member
I need to be more organised
And fed up of dropping myself in s**t with nothing in writing a lot of time when quoting.
GypsumSnorter
Active Member
@Vincey mate I use MS Excel and just put each job on as a list of sales with the full amounts received
Then give the accountant the receipts and she does the deductions
And just use a standard MS Word template for quotes/invoices that I edit for each customer and save to my Plastering folder so I have a record
Both on MS Office 365 for a fiver a month subs
Then give the accountant the receipts and she does the deductions
And just use a standard MS Word template for quotes/invoices that I edit for each customer and save to my Plastering folder so I have a record
Both on MS Office 365 for a fiver a month subs
zolco
Private Member
I use Google docs, it's free, all is backed up so no chance losing any of it, but next tax year I might try QuickBooks
duke163
Well-Known Member
Same here
Danny
-
quickbooks is shite use clearbooks or xero anything but quickbooks
zolco
Private Member
PlasterCraftDundee
Well-Known Member
I use quickbooks and think its great, does everything accounting, pay roll, invoices, estimates, and matches everything up. cant fault it
zolco
Private Member
That's why its appealing for me, cos the accounting
Danny
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All they tried to do was continually up sell. ..
Clear books is way way way better
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themucky1
Well-Known Member
I might have a look at that myself in using kashflow at the minute and don't really rate it I like the sound of filing cis and vat from the one software
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Danny
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I really like clearbooks its been good to me
stuart23
Private Member
D
Deleted member 23452
Guest
I use word. I create a quote with a number made up of the date and postcode. So this month it would be 1216B111AX. Then when I invoice the customer I change the detail on the document to show invoice rather than quote and save it with the same number in an invoicing folder.
Simple, free and I can tie invoices to quotes easily.
Simple, free and I can tie invoices to quotes easily.
Donzo
Well-Known Member
You can do a hand writing quote on job,take picture of it.
Or do it on computer save it to drop box its free,then you will have copy on your phone,tablet.
You also now can convert pictures to PDF file on adobe if needed.
All these are free unless you exceed free storage limits Vince.
Danny
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no...
jamesthefirst
Private Member
Same as imago on a mac but I use the surname of customer and it atomatcally puts them in alphabetical order, hope to upgrade my mac or ipad so I can write and send prices and invoices anywhere.
Pete you need to be making every price an estimate, they will still say thanks for the quote but if there are extras you can be more confident. I try to make sure always get a written acceptance of the estimate mostly this is by email.
Pete you need to be making every price an estimate, they will still say thanks for the quote but if there are extras you can be more confident. I try to make sure always get a written acceptance of the estimate mostly this is by email.
Danny
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Same as imago on a mac but I use the surname of customer and it atomatcally puts them in alphabetical order, hope to upgrade my mac or ipad so I can write and send prices and invoices anywhere.
Pete you need to be making every price an estimate, they will still say thanks for the quote but if there are extras you can be more confident. I try to make sure always get a written acceptance of the estimate mostly this is by email.
yup estimates and quotes are two different things
silverboy2121
New Member
No I use invoicing software for this purpose. The professional touch matters a lot.
