Pages in topic: [1 2] > | Poll: How do you make your invoices? Thread poster: ProZ.com Staff
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This forum topic is for the discussion of the poll question "How do you make your invoices?".
This poll was originally submitted by tilak raj. View the poll results »
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I compile my invoices in an Excel template and issue the actual invoice in PDF format. For new clients: the invoice is always delivered with the translation. For regular customers: invoices are generated on a monthly basis. Anyway, I have a routine of preparing each invoice immediately after completing the job... | | |
I have two templates, one in English, one in Danish, with all the mandatory details correct… Then I have to type in the rest, no matter what. I have clients' details in a client list, formatted ready to copy over to the invoice. Again, I have to copy or type them from the client's mail or website, so there is no work saved by using software. I don't bother much with statistics. One agency produces its own invoice and statistics in Plunet, which is nice, because... See more I have two templates, one in English, one in Danish, with all the mandatory details correct… Then I have to type in the rest, no matter what. I have clients' details in a client list, formatted ready to copy over to the invoice. Again, I have to copy or type them from the client's mail or website, so there is no work saved by using software. I don't bother much with statistics. One agency produces its own invoice and statistics in Plunet, which is nice, because the PMs do all the calculations and make up a valid monthly invoice that I can use for tax purposes too. They sent me 18 jobs this February, though a couple were for my minimum rate, and a couple more were very small. It saves me typing all the job numbers etc. etc. Six to ten jobs from them in a month is more typical! Happy invoicing, everyone - I'm done for this month. ▲ Collapse | | | EvaVer (X) Local time: 23:42 Czech to French + ... Mostly with software | Feb 28, 2019 |
I have programmed it in Excel - I write the main particulars into the invoice ledger, and the invoice fills in automatically - I only add "invoice for the month of…" or words to that effect and PO numbers where applicable. This works in my country - for foreign clients, I have an "EU model" (with the "reverse charge" blah-blah) that needs to be filled in manually; I can switch between EN ad FR by writing the corresponding acronym into the A1 case. But most my EU clients have online invoicing a... See more I have programmed it in Excel - I write the main particulars into the invoice ledger, and the invoice fills in automatically - I only add "invoice for the month of…" or words to that effect and PO numbers where applicable. This works in my country - for foreign clients, I have an "EU model" (with the "reverse charge" blah-blah) that needs to be filled in manually; I can switch between EN ad FR by writing the corresponding acronym into the A1 case. But most my EU clients have online invoicing anyway, so that I seldom use it. I also have a US model that I haven't used for at least a year. ▲ Collapse | |
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I misunderstood "manually" | Feb 28, 2019 |
I clicked "with software" meaning the software of MS word with which I created a template. When I see "manually", I think of the booklet with carbon paper where you write with a pen. I still have one, but haven't used it for two decades. That, to me, is "manual". | | |
34 jobs this month, to invoice today with TO3000. About 20 mouse clicks per invoice, and a few keyboard keys "Please find attached..." Philippe | | |
This is why I don't have problems with late payers. I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss. This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment. ... See more This is why I don't have problems with late payers. I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss. This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment. I'm thinking of marketing the idea to utility companies. ▲ Collapse | | | Axelle H. France Local time: 23:42 English to French
I invoice with my accounting software (who is very useful for tax, expenses, etc ..). A time-saving at the end of the month (i.e today !) | |
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Online website | Feb 28, 2019 |
I subscribe to an online accounting website. They also help with declaration of income tax, VAT and other domestic rules and regulations. | | | Ventnai Spain Local time: 23:42 German to English + ... Excel templates | Feb 28, 2019 |
I have used the same Excel templates for years. All I need to do is enter the reference and payment for each job and the rest is already there. | | | Kay Denney France Local time: 23:42 French to English
I use my brain too. I have at last learned to do the bill immediately after delivery, although I wait until the end of the month to actually send it. This gives them time to check that everything is to their satisfaction, and I was also advised to wait until the end of the month because of some obscure thing to do with whether or not I add VAT, which is boring so I won't go into any more detail. | | |
Wow! Hard to believe people still do invoices manually when there is excellent and low costing software available. Nowadays we also have Cloud software so estimates/offers and invoices can be prepared and sent on the go. Perhaps it is a country thing, in Italy we now have electronic invoicing and there really is no longer a choice, either with your own software or using the Internal Revenue website. | |
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Michael Harris Germany Local time: 23:42 Member (2006) German to English
Chris S wrote: This is why I don't have problems with late payers. I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss. This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment. I'm thinking of marketing the idea to utility companies. you send them? By e-mail? I always look forward to your posts Chris, it is almost better than my daily dosis of Dilbert | | | Ricki Farn Germany Local time: 23:42 English to German @Chris S & Michael Harris | Feb 28, 2019 |
I was thinking homing pigeons. (I calculate my invoices in Excel and send them in Word templates, I have one template per regular customer - I don't see how an "invoicing software" would be faster, I would still have to enter the project names, word counts and invoice number, so same amount of work?!) | | | neilmac Spain Local time: 23:42 Spanish to English + ...
I'm still using a variation of the original invoice template a friend made up for me in Excel donkeys ago. I tweak it from time to time, but it is still the basic simple Excel file. Darn! I thought Excel was software… I suppose I'm just doing it manually, but with Excel...
[Edited at 2019-02-28 16:21 GMT] | | | Pages in topic: [1 2] > | To report site rules violations or get help, contact a site moderator: You can also contact site staff by submitting a support request » Poll: How do you make your invoices? Protemos translation business management system | Create your account in minutes, and start working! 3-month trial for agencies, and free for freelancers!
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