Invoices at a customer's location

[MHCG]

If you are doing a one time job solely at a customer's location, how do you do do your paperwork on site? I'm wondering if there is a better way I could be doing this. Currently I just have a two copy carbonless paper invoice form that I fill out. Then when I get back to the shop, I have to transfer the data.

I was thinking of getting a Ultra portable PC and printer to do these things on location, but I'm looking for input first.

 

[Artimus]

I just use generic carbon copy forms from OfficeMax.

For the price, I can't go wrong.

So far, I haven't had any customers complain about the carbon paper forms. It's just a receipt anyway.

I have the pretty, "official" forms from The Computer Business Kit for the customers before I take on a job.

For me personally, the costs of the computer, printer, ink aren't worth it. Plus, it adds another point of failure. If something goes wrong with the electronic printing setup, I'd be writing a paper invoice anyway.

 

[terryriv]

I use Mobile Invoice Pro (www.lowfatsoftware.com) and a small SiPix A6 Thermal Printer, and I either use it on my Dell Axim or my PDA AudioVox 6700 Phone.

It works great for me I can do my receipts and invoices and print it out right there or just bring it back and sync it with my Quickbooks and if I need to I can print one from there and send it to them.

 

[tkrabec]

Ijust picked up a tablet Computer from Geeks.com I am using it now
Itseems to word well, even-though it is a refurbished unit
I am using the handwriting portion to do this comment

 

[Wheelie]

Like you I use the 2 carbon invoice. Then when I get back to the shop I enter it into Quickbooks and make a note of the field invoice number on the Quickbooks invoice. Seems easier and faster to me.

 

[i2omani]

I have created my own software that generates work orders, Invoices, payments, customers info and a brief description, as i am entering customer info the system will generates Customer ID for easy tracking later. when i am talking to my customer i either use pen and paper and then plug it in this system or if i am next to my computer then all works fine. so from my system i can click on generate work order it will populate all the info and generate a work order ID. i am too lazy to write lol.



I am building my customers right now so most jobs i already tell the customer how much and they agree so i just use my own invoice system and print it before i go.

I hope that helps a little

 

[wvstephens]

I have created my own software that generates work orders, Invoices, payments, customers info and a brief description, as i am entering customer info the system will generates Customer ID for easy tracking later. when i am talking to my customer i either use pen and paper and then plug it in this system or if i am next to my computer then all works fine. so from my system i can click on generate work order it will populate all the info and generate a work order ID. i am too lazy to write lol.



I am building my customers right now so most jobs i already tell the customer how much and they agree so i just use my own invoice system and print it before i go.

I hope that helps a little

It would be great if you would share this software with the Technibble community. I know I would appreciate it...

 

[mh348]

I use TurboCash, it's a OpenSource Invoicing & Accounting Application. For Callouts I usually tell the client I'll bring/fax/email the Invoice, some clients pay even without the Invoice, and then I just send it later. For Other clients I just drop-off the Invoice on my next call-out to them as most of my clients are businesses.

I'm thinking of Installing a Program like Winfax on my PC, then if I am at the clients premises, I can just remote desktop/vnc, create the Invoice and fax it to the client while I'm there.

 

[TimeCode]

Get a signature!!!

I use custom 3x carbonless invoices, give them 1 copy and then transfer them to Quickbooks. At the end of the month I bill them and include a copy of their signed invoice and still have one for my own records.

It may be more time consuming but I've found that clients are less likely to pay when you bill them if you don't have a signature.

And no one has complained yet, even though my handwriting is horrible.

Tim

 

[alibabacomputech]

Try this one :
billingmanager.intuit.com/billing/welcome.url
I have been using it for while now and found it very good

 

[tartis]

Try this one :
billingmanager.intuit.com/billing/welcome.url
I have been using it for while now and found it very good

Does Billing Manager interface with Quickbooks? It looks good if it does.

 

[MrMille]

It doesn't work if you are outside the states and use a currency symbol other than the dollar

apart from that, it's excellent