TaxmannEA Posted December 11, 2014 Report Share Posted December 11, 2014 I'm looking for software to prepare billing and A/R records for several clients. We seem to have interest in this service from some of our small businesses. We would need to handle multiple clients and probably would need a network license as there would be more than one person doing this work. Inexpensive is always good also. Any suggestions would be appreciated. Quote Link to comment Share on other sites More sharing options...
Lee B Posted December 12, 2014 Report Share Posted December 12, 2014 It depends on the kind of business, service, wholesale etc. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted December 12, 2014 Report Share Posted December 12, 2014 and depends on the detail of the invoices and will there be changes or change orders to the invoices. Quote Link to comment Share on other sites More sharing options...
TaxmannEA Posted December 12, 2014 Author Report Share Posted December 12, 2014 These would be mostly service type businesses that bill customers on a monthly basis. One example would be a trash hauler that services a number of clients regularly.Another would be a heating contractor that would have some billing for parts as well as labor. As far as I know, there are no retailers involved at this time. I would expect the number of change orders to be minimal. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted December 12, 2014 Report Share Posted December 12, 2014 You may be interested in FreshBooks for this: http://www.freshbooks.com (I have never used this, but it appears to be a cloud based invoicing system) Personally I am not a big fan of these cloud solutions as they come with a monthly service charge. Of course, QuickBooks desktop could certainly handle this task and would be a one time purchase. You could handle remote access via logmein or other computer sharing programs, many of which are free or have a small annual fee. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted December 16, 2014 Report Share Posted December 16, 2014 the problem with using QB for a lot of people is that you can't create billing rules for example. I have 30 monthly invoice to go out and 20 quarterlies, it would be nice to have a program that would auto-generate these as applicable. Some more expensive programs will prepare these as of the first of the month and you just have to print them, the date of service auto changes ie services for January 2014 then service for February 2014 with no input needed. We used to use such a program but it has a limitation that you couldn't pre-prepare invoices, so if the first of the month was a Saturday, you couldn't generate the invoices on the Friday before. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted December 18, 2014 Report Share Posted December 18, 2014 the problem with using QB for a lot of people is that you can't create billing rules for example. I have 30 monthly invoice to go out and 20 quarterlies, it would be nice to have a program that would auto-generate these as applicable. Some more expensive programs will prepare these as of the first of the month and you just have to print them, the date of service auto changes ie services for January 2014 then service for February 2014 with no input needed. We used to use such a program but it has a limitation that you couldn't pre-prepare invoices, so if the first of the month was a Saturday, you couldn't generate the invoices on the Friday before. Maybe I am not understanding your requirement, but it seems like QuickBooks memorized transactions could handle this? Quote Link to comment Share on other sites More sharing options...
michaelmars Posted December 18, 2014 Report Share Posted December 18, 2014 but it wouldn't automatically change January to February as the months progress, some software does that, or you enter it once for the batch you are preparing. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted December 18, 2014 Report Share Posted December 18, 2014 No, it does not automatically change that information, but for 30 invoices I would bet it would be no more than a 10 minute task to edit them (I am currently doing this for about 15/month). I haven't done any research, but there are tons of after market add ons for QuickBooks and there may be one out there that would perform that task. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted December 18, 2014 Report Share Posted December 18, 2014 For the few invoices you are talking about, you could set up an excel workbook with links to one master sheet containing the date field and month service relates to. Changing the date and month fields on that master sheet would take the few moments to make the change and the data would auto-populate throughout the workbook. Print the entire workbook once a month and you are done. I prepare the quarterly CAM bills for one client having a commercial rental with a small number of tenants, and this is how I do it. I have the master sheet that does all the math, and it flows beautifully to each tenant's bill. Of course, I don't have to worry about tracking the receivable though. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted December 19, 2014 Report Share Posted December 19, 2014 for the few I am talking about its not a big deal as ken said but the op was asking for a client and that client might have 1000 monthly invoices. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.