Invoicing and Estimating

[amlu]

i just have a libre office spreadsheet and keep the whole lot in a separate directory organised with dates...

 

[pcam1984]

I have been using invoice2go for a while, seems quite good and is easy to use.

 

[Spurs]

Quick file is the nuts

 

[Geordie Spark]

LOTS here >>>>>>> http://www.electriciansforums.co.uk...=ISO-8859-1&q=invoice+templates&sa.x=0&sa.y=0

 

[shanky887614]

if you guys use software on your computer make sure its synced online or use something like dropbox to keep a backup.

the last thing you want is a pc fault and you cant access records

 

[marc8]

XERO
accounting package its cloud based create an invoice bring up approve & send & it produces invoice template for you & also brings up nice email to send to client explaining they can go online & pay or view if they have paid ( if you have credited account when paid), monthly fee quite small ties in with most bank accounts also, take picture of receipt & drop into live accounts.

 

[pennychew]

if you guys use software on your computer make sure its synced online or use something like dropbox to keep a backup.

the last thing you want is a pc fault and you cant access records

I'd agree with this... i use a free dropbox account for all my files as i do them manually on excel and word.

Also means that i can do an invoice on my laptop if I'm away and it automatically downloads to my home pc, I know this will be done automatically for those with website based invoicing software but its handy for those that work with their own templates and documents

 

[Swcfisher]

I use Debitoor they have ios or android apps or can do it through your internet browser. You can do a quote whilst on site and email it to the client.

 

[staggie65]

Invoice2go
Syncs across devices and I can ping it when I'm with customer and accept immediate payment.
Also report features useful

 

[bilbo_88]

Thanks for the feedback. Will check them out.