Best Tools for Invoicing, Accepting Payments, Sending Receipts
-
Hey All!
I recently started my business about 1.5 years ago and am loving it, doing well, and learning new things every day! I am very curious what others in the industry use for proposals, invoicing, accepting payments and sending receipts. What we are doing now seems like a lot of trouble and we are using different platforms for almost all of it.
Since starting, my goal has been to use as little paper as possible, so I do almost everything over the computer.
- We send out proposals using Quoteroller and that has been very useful because clients can click to the proposal from their email and they can also accept proposals through that link.
- We invoice clients from Quickbooks Online (QBO) and can have those sent directly to clients' email inbox.
- We have to manually create a payment link through one of Bluefin's payment platforms. We can send this link through email or add it to the proposal email sent from Quoteroller.
- After they accept proposals (hopefully!), and make payment, we have to go back into QBO and "receive payment" and this does not send out a receipt to the client. Maybe someone knows a way to fix it to where it does send an automatic receipt when we "receive payment?"
- If client requests a receipt, we must go into QBO and generate a "sales receipt."
So, now that you know our process, are we making ourself work too much? Is there a more simple approach?
-
We have been using http://www.getharvest.com/ for the last few years.
It's decent, but I think we'll move away from it shortly as we no longer really use time tracking.
I'll be looking at something that integrates into Xero, or if Xero does recurring invoices, I'll just use that.
-
If client requests a receipt, we must go into QBO and generate a "sales receipt."
Not sure why you would need to create a sales receipt since you have already created an invoice. Once you "receive payment" the invoice will be marked as "Paid" by QB and you can simply email that to the client.
Intuit does have a payment link for online payments as well. Not sure if it works with QBO but does with premiere. When you send the invoice the link is included. You might want to check out the QB support forums for more info.
Good luck!
-
I have since moved to Freshbooks, because I wanted a light weight billing system, but I did use a pretty powerful one once. What I used was WHMCS, it is what web hosts use. It has a ton of features and it is all hosted on your server. You can set it up with say a Namecheap api and offer domain registrations through your billing too. Since I am a developer more than an SEO guy, I recommended and developed a site for a client that shudders sells alexa ranking increases. I talked them into using that and they love it. It has a very large payment gateway support, it can suspend accounts, charge late fees, and a whole host of other things. It might be something to look into.
One I would not recommend is box billing. I tried it for like a week, it double charged every single client.
-
Hi Ben,
Based on the volume of transactions, you might want to consider FreshBooks. Although not as comprehensive an accounting solution as QBO, it is very focused on invoicing and payment and is an ideal solution for small agencies/businesses providing services. I've provided a link to their features list below:
Cheers,
SEO5
Got a burning SEO question?
Subscribe to Moz Pro to gain full access to Q&A, answer questions, and ask your own.
Browse Questions
Explore more categories
-
Moz Tools
Chat with the community about the Moz tools.
-
SEO Tactics
Discuss the SEO process with fellow marketers
-
Community
Discuss industry events, jobs, and news!
-
Digital Marketing
Chat about tactics outside of SEO
-
Research & Trends
Dive into research and trends in the search industry.
-
Support
Connect on product support and feature requests.
Related Questions
-
Seo audit tool recommendation and advice anyone?
Can anyone recommend a good SEO Audit tool for my site? I have 3 top level domains with duplicate content so am looking for some international advice as well... Thanks advice would be much appreciated.
Industry News | | edward-may0 -
I have a new domain, how should i best use it?
Hi all, Recently signed upto Moz and loving what i am seeing at the moment.I do alot of microsites and push both adwords and affiliate programmes and products and earn enough to give me some fun money. For a long time i have wanted to get into the mobile phone market as i have spoken to alot of people who get anything upto £100 a time from affiliate programmes. I have just purchased a new domain after doing some digging around and though that before i dive into doing things how i normally would , i thought id ask advice on how to best utilise the domain i have bought. Ive just purchased newiphone.co.uk and will put up a holding page once all of the registration has gone through and i have access to everything. According to Google keyword planner the term 'new iphone' gets around 368k searches a month. Moz says this is an extremely difficult keyword to rank for with a 80% difficulty rating so i appreciate i wont be at number 1 in a couple of weeks. Id appreciate your ideas and suggestions as a community to see how i go forward. Many tanks in advancePaul
Industry News | | Wilkesy0 -
What is the best way to share good content (and help myself in the process)
i spend a decent amount of my spare time browsing quora, stumbleupon, google reader, pulse, etc keeping up with all the different aspects of internet marketing when i come across a particuarly valuable piece of content i take a few seconds and share it using hootsuite on my linked, twitter, facebook (i spread them out so there is only one post a day) this rewards those who write valuable content but im not doing anything to benefit my site - www.sawwebmarketing.com im establishing myself as somebody who has good stuff to share to my potential clients.... what a quick, easy way to share the high quality things i come across that will create links for me as well? (short of writing my own blog post listing the high quality articles i found with my thoughts on each) thoughts? opinions? thanks everybody! Matthew
Industry News | | Mrupp440 -
Duplicate Content Tool - sketchy or good?
BloomReach announced a new software product named Dynamic Duplication Reduction (DDR), that aims to eliminate duplicate content issues on web sites. Anyone have any feedback on this yet - seems to go to be true if you ask me. Your pal Chenzo
Industry News | | Chenzo0 -
Best way to recruit quality SEO staff?
We are in a nice position in that we are growing everyday. As the result, we need more staff, but do not have the time to bring along someone without any real SEO background. I have used just about every source over the years to hire people with good and bad result.
Industry News | | RobertFisher
For an SEO, with experience in some or all of the process: Link building, Keyword Analysis Site evaluation, eCommerce, Analytics... where do you go to find someone good? What about to find them yesterday? 😉 Obviously, they do not have to be expert at all, but they need to be familiar with all and have experience in at least two or three.1 -
What is the best site-map software?
I am in the beginning stages of building a website and would like to know the site-mapping software for organizing my company's ideas. Any recommendations are greatly appreciated. Thanks!
Industry News | | canadianplum0 -
Which one is THE BEST seo book
For you guys which one is the best SEO BOOK?? Maybe this one? http://www.amazon.com/Ranking-Number-One-Essential-Results/dp/1452849900/ref=sr_1_4?ie=UTF8&qid=1309247497&sr=8-4 Thanks in advance!
Industry News | | augustos1