Invoicing and Estimating | Page 2 | on ElectriciansForums

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XERO
accounting package its cloud based create an invoice bring up approve & send & it produces invoice template for you & also brings up nice email to send to client explaining they can go online & pay or view if they have paid ( if you have credited account when paid), monthly fee quite small ties in with most bank accounts also, take picture of receipt & drop into live accounts.
 
if you guys use software on your computer make sure its synced online or use something like dropbox to keep a backup.

the last thing you want is a pc fault and you cant access records

I'd agree with this... i use a free dropbox account for all my files as i do them manually on excel and word.

Also means that i can do an invoice on my laptop if I'm away and it automatically downloads to my home pc, I know this will be done automatically for those with website based invoicing software but its handy for those that work with their own templates and documents
 
I use Debitoor they have ios or android apps or can do it through your internet browser. You can do a quote whilst on site and email it to the client.
 

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