Just wondering if anyone has any recommendations for a robust invoicing software?
My client currently uses software, however it is not coping with the amount of invoices he is producing. It needs to be able to collated and create excel reports (so I can feed into VT), memorise job details, auto email etc. Ideally I would be able to access the software from another location to be able to check everything is ok and create reports myself.
Hi Lyndsey
What accounting software is he using? What invoicing software? How many invoices typically per month or per annum? Plus what kind of business sector is he working in.
Sorry - its all questions back, but the answers to such might help.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
Its for a partnership, small/medium sized but I think he is looking to grow. I currently do all the bookkeeping and returns on VT. He is a printing business, with around 50 invoices per month.
I don't know whether it will do all that you ask it to do but have a look at invoice2go. One of my clients uses it and I take a PDF list of the invoices and import them en bloc into VT+
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John
Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
Hi Lyndsey
Sorry for the delay. I read your post, was interrupted and then forgot to come back to it.
I had a client of a client who used invoice to go. Seems pretty easy to use, but I recall it being expensive. Although thats probably me just being tight! Er I mean careful!
Have to say - 50 a month isnt a huge amount, but for that software it would depend on how many clients he has and if they are different ones every month. Certainly if he is looking at either of the top two offerings I would suggest he just goes with the cheapest version of desktop software that either has cloud functionality also built in or he can drag out the information and dump it in dropbox once a month once he has finished invoicing. Desktop with a one off fee for perpetual use, tell him to ignore the suggestion he needs to upgrade every year. Bog standard sage would do this. The newly launched sage instant you can get for cheaper than invoice2go top two and not have to pay yearly (also has cloud functionality built in!).
Or how about gethim to try Zervant. I have a new client who is using it - produces about 75 invoices a month. Its completely free. It has its faults but they ask for regular feedback and I get the impression they are updating it all the time. Whats the catch - not got to that one yet, maybe when they get a few more clients they might start charging, but they dont indicate so at the moment (of course they dont!). If they do my client will just move. It does a data dump to csv. You can also get pdf copies, which he does for backup purposes in case he ever leaves, all just in dropbox.
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position
"I had a client of a client who used invoice to go. Seems pretty easy to use, but I recall it being expensive. Although thats probably me just being tight! Er I mean careful!"
I just glanced at it - and the first thing that struck me under "plans" was the large text that says "Plans for first year subscribers" - which just screams "price increase after year one" to me, though I can't see any reference to pricing for the second year and beyond.
"Have to say - 50 a month isnt a huge amount, but for that software it would depend on how many clients he has and if they are different ones every month."
Indeed. The cheapest plan is £19/year - and that says 50 invoices, but since it doesn't state "per month" and the price is given as annual, I'd expect that to be 50 invoices per year (and only five clients). That's cunning - and very cynical.
Five clients versus fifty invoices per year is 'plausible' if not all clients get an invoice every month - but if they do, that would need sixty invoices per year.
So then you look at the 'Pro' plan, and you see unlimited invoices - but only 25 clients. That'll be fine for the hypothetical case of someone with five clients, all invoiced monthly - but for the sake of the extra ten invoices, needed we're talking around five times the cost.
For a printing business with around 50 invoices per month, I suspect not all customers order something every month, so I wouldn't be surprised if the actual number of recurring customers exceeds 100 - and if it doesn't yet, there's a real risk it could as the business gains new customers - so even the £149/year option would be unsuitable, or would be at risk of being outgrown, so then it becomes £399/year.
Ouch.
"Certainly if he is looking at either of the top two offerings I would suggest he just goes with the cheapest version of desktop software that either has cloud functionality also built in or he can drag out the information and dump it in dropbox once a month once he has finished invoicing. Desktop with a one off fee for perpetual use, tell him to ignore the suggestion he needs to upgrade every year. Bog standard sage would do this."
^ This.
Although with a version of Sage Instant that is now three (?) years old, this is exactly what my biggest client does. They bought several copies, and only one of those who use it is 'active' at any one time. When that person finishes, it is backed up to Dropbox, and someone else picks up the baton, restoring into their copy.
Invoices are emailed out once per month, and it's set up so that at a click of a button a CSV file of the invoices is emailed to me. I'm on the wrong computer to check in Sage itself, but I've just glanced in my email at June's CSV file - 250 lines (i.e. invoices).
And it all works perfectly.
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
"Zervant [...] Its completely free. It has its faults but they ask for regular feedback and I get the impression they are updating it all the time. Whats the catch - not got to that one yet, maybe when they get a few more clients they might start charging, but they dont indicate so at the moment (of course they dont!)."
Just took a very quick look - they state that the invoicing software will always be free, but that they may (er... will, I would have thought - once they've decided what/how) "add premium features to the product, which users can pay for should they need them"
I've bookmarked that one, because I think it'll be worth a proper look at some point when I have (much) more time. (So I'll probably never get around to it!)
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Vince M Hudd - Soft Rock Software
(I only came here looking for fellow apiarists...)
Hi Vince
I do slightly worry when mentioning sage desktop these days that folk just switch off, but its not rocket science on the old cost front. Yep I arrived at the same conclusion as you on the invoice2go thing that this one might end up on the dearest rate, which is a right old ouch each year and liable to be increased. Whereas they could just get sage for a couple of hundred and it can last for 8 or more!!
Ive just been offered 2017 sage and 2018 upgrade with full years support for 400 smackers (plus VAT) - the full pro version with 3 companies. Am a pondering!! Will give me 4 years of the latest versions which provides a TON more flexibility for dragging info backwards and forwards for clients (and means for a new one Ive picked up I dont need to go to their premises!). Actually might just bill out the licences. Hmmmm.
__________________
Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position