| Pages in topic: < [1 2] | Poll: How do you make your invoices? Thread poster: ProZ.com Staff
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John Fossey 
Canada
Local time: 12:35
Member (2008)
French to English
+ ...
I bill in 5 different currencies, and have to submit sales tax returns every month, and also I have had 4 tax audits over the years, so I use Quickbooks which is very efficient, although a bit pricey. It also means I have very few late payers, since QB can send out reminders semi-automatically.
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With the billing tool proz.com - for me it's very good!
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Chris S wrote:
"a quill fashioned from a passing eagle's feather"
That really tickled me! 
I chose "software", but when I say that, I don't mean any sort of specific invoicing software that I've bought or subscribe to.
I mean I use a "software programme" that I "manually" created myself many years ago. I call it the "Salary File" 
It is essentially a Microsoft Access database connected to Microsoft Excel spreadsheets and Adobe Acrobat/Microsoft Outlook.
I simply update the numbers for each new customer/invoice, and hit the "Send Invoice" button (created by me).
I've been upgrading/tweaking/improving it once a year since 2006. If it's not broken, don't fix it, I say 
[Edited at 2019-03-01 00:05 GMT]
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I'm still adept at the manual, I've gotten used to it, the research concludes that even with the advancement of technology the manual invoice still wins.
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Over 90% of my invoices are generated through client platforms. Just recently I was told I would have to start issuing my own invoices for an upcoming series of projects. I will look into the ProZ tool, as I certainly don't want to start preparing a bunch of invoice manually, with or without feathers.
| | | | | answering Icstranslations, "shocked" | Mar 1, 2019 |
lcstranslations wrote:
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. ....
The template I created was not only low cost - it was no cost. It does what I want it to do, and takes seconds to produce. Why should I do a thing that is "more modern" just because it is? In all likelihood it will take time to learn to use, and customize according to my needs, when what I have already perfectly meets my needs.
What bothers me is your "wow!" at the business choices people like myself have made, as though there were something silly about them. I am a professional, and my choices work well for me.
| | | | | With hands on the keyboard | Mar 1, 2019 |
Ricki Farn wrote:
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?!
Likewise, except that I convert the invoices to PDF before sending.
So that's four pieces of software, including the email client.
I wonder how many people who answered "Manually" do something similar.
| | | | Mario Freitas
Brazil
Local time: 13:35
Member (2014)
English to Portuguese
+ ...
lcstranslations wrote:
Wow! Hard to believe people still do invoices manually when there is excellent and low costing software available.
Wow! Hard to believe people actually pay to issue their invoices instead of using a simple Excel template at Zero cost!
In my case, it depends on the payment method chosen by the client.
For those who still insist in using PayPal, I use the site's invoicing system.
Several clients have their own invoicing platform, and I have to use them, of course.
For the others, I use my own Excel template (for free).
[Edited at 2019-03-01 17:09 GMT]
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