I have discussed Xero with my accountant. Looks OK especially importing bank info automatically. However, there is no way of creating fast invoices without adding a customer.
From my experience the cash sales option may not be suitable. When I have used cash sales previously it does not allow you to receive payments across different accounts. For example in a day we may raise 100 invoices. Some are paid by BACS into one bank account, some by cheques paid into another account, some are merchant account transactions. They all need to be cleared into the right account.
-- Edited by MikeH on Friday 20th of July 2012 11:58:36 AM
We are looking to switch to a cloud based accounting solution. We are considering xero, kashflow, sageone etc.
However, my main problem is the creation of invoices. Most accounting applications make you add a customer before the invoice can be created.
What is the problem with this? We issue thousands of paid invoices every year to one off customers. We have a many repeat customers that we create customer profiles for but for these one off orders we need a generic account that allows us to simply add an address, add items sold and print. Constantly adding new customers or editing an existing profile makes invoicing annoying.
Is there an accounting software solution that has a simple way of creating invoices for one off customers?
If none of the accounting products allow this is there a good invoicing solution that allows fast creation of invoices for one off customers? We could then invoice from one system, produce a report and collate daily invoices into one invoice for the company accounting.
We need to switch between invoice templates for different trading styles We need to email invoices from our own email addresses
Please let me know if there is a solution to this problem.
Most do - its simply a case of setting up a customer account call "cash sales" (!) and putting all those invoices against this customer account.
I can think of several you could choose from incuding the one you mention - but there are other factors you need to look at in addition. Doesn't your accountant help you with recommendations?
I suggest you take a look at Kashflow.... I know its not a problem doing this.
One of my clients does trade shows, exhibitions etc.... which means they get paid by different methods. I've set up a number of different Cash Sales customer accounts in a way I can later go back to them to help them with future planning. They also have browser problems with their online shop and Kashflow invoicing offers an alternative payment method to customers who can't pay via the shop. Its a bit difficult to explain but it allows me to give the Marketing dept info to use to decide the directions they should go in the future and allow the sales to keep things quick and simple.
-- Edited by YLB-HO on Friday 20th of July 2012 08:35:30 PM
I am aware of Kashflow. I raised an enquiry with them directly to be told you have to edit the address info in the cusotmers details every time.
Idealy we need to Open Invoice for customer 'cash sales' Enter address Add products/services Print or email Close without saving the address
we can then reconcile the customer accout to payments received.
Does Kashflow do this? Perhaps my enquiry was misunderstood. This page suggests you cannot edit the invoice address whilst creating the invoice- http://www.kashflow.com/features/tour/invoices/
