| Các trang trong chủ đề: [1 2] > | Poll: How do you make your invoices? Người gửi thông tin lên tuyến đoạn: ProZ.com Staff
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This forum topic is for the discussion of the poll question "How do you make your invoices?".
This poll was originally submitted by tilak raj. View the poll results »
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I compile my invoices in an Excel template and issue the actual invoice in PDF format. For new clients: the invoice is always delivered with the translation. For regular customers: invoices are generated on a monthly basis. Anyway, I have a routine of preparing each invoice immediately after completing the job...
| | | | Christine Andersen 
Đan Mạch
Local time: 17:21
Thành viên kể từ 2003
Danish to English
+ ...
I have two templates, one in English, one in Danish, with all the mandatory details correct…
Then I have to type in the rest, no matter what. I have clients' details in a client list, formatted ready to copy over to the invoice. Again, I have to copy or type them from the client's mail or website, so there is no work saved by using software.
I don't bother much with statistics.
One agency produces its own invoice and statistics in Plunet, which is nice, because... See more I have two templates, one in English, one in Danish, with all the mandatory details correct…
Then I have to type in the rest, no matter what. I have clients' details in a client list, formatted ready to copy over to the invoice. Again, I have to copy or type them from the client's mail or website, so there is no work saved by using software.
I don't bother much with statistics.
One agency produces its own invoice and statistics in Plunet, which is nice, because the PMs do all the calculations and make up a valid monthly invoice that I can use for tax purposes too. They sent me 18 jobs this February, though a couple were for my minimum rate, and a couple more were very small. It saves me typing all the job numbers etc. etc. Six to ten jobs from them in a month is more typical!
Happy invoicing, everyone - I'm done for this month.  ▲ Collapse
| | | | EvaVer (X)
Local time: 17:21
Czech to French
+ ...
| Mostly with software | Feb 28, 2019 |
I have programmed it in Excel - I write the main particulars into the invoice ledger, and the invoice fills in automatically - I only add "invoice for the month of…" or words to that effect and PO numbers where applicable. This works in my country - for foreign clients, I have an "EU model" (with the "reverse charge" blah-blah) that needs to be filled in manually; I can switch between EN ad FR by writing the corresponding acronym into the A1 case. But most my EU clients have online invoicing a... See more I have programmed it in Excel - I write the main particulars into the invoice ledger, and the invoice fills in automatically - I only add "invoice for the month of…" or words to that effect and PO numbers where applicable. This works in my country - for foreign clients, I have an "EU model" (with the "reverse charge" blah-blah) that needs to be filled in manually; I can switch between EN ad FR by writing the corresponding acronym into the A1 case. But most my EU clients have online invoicing anyway, so that I seldom use it. I also have a US model that I haven't used for at least a year. ▲ Collapse
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| I misunderstood "manually" | Feb 28, 2019 |
I clicked "with software" meaning the software of MS word with which I created a template. When I see "manually", I think of the booklet with carbon paper where you write with a pen. I still have one, but haven't used it for two decades. That, to me, is "manual".
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34 jobs this month, to invoice today with TO3000.
About 20 mouse clicks per invoice, and a few keyboard keys "Please find attached..."
Philippe
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This is why I don't have problems with late payers.
I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss.
This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment.
... See more This is why I don't have problems with late payers.
I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss.
This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment.
I'm thinking of marketing the idea to utility companies. ▲ Collapse
| | | | Axelle H.
Pháp
Local time: 17:21
Thành viên kể từ 2017
English to French
I invoice with my accounting software (who is very useful for tax, expenses, etc ..). A time-saving at the end of the month (i.e today !)
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| Online website | Feb 28, 2019 |
I subscribe to an online accounting website. They also help with declaration of income tax, VAT and other domestic rules and regulations.
| | | | Ventnai
Tây Ban Nha
Local time: 17:21
German to English
+ ...
| Excel templates | Feb 28, 2019 |
I have used the same Excel templates for years. All I need to do is enter the reference and payment for each job and the rest is already there.
| | | | Kay Denney
Pháp
Local time: 17:21
French to English
I use my brain too.
I have at last learned to do the bill immediately after delivery, although I wait until the end of the month to actually send it. This gives them time to check that everything is to their satisfaction, and I was also advised to wait until the end of the month because of some obscure thing to do with whether or not I add VAT, which is boring so I won't go into any more detail.
| | | | lcstranslations
Ý
Local time: 17:21
Thành viên kể từ 2010
Italian to English
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. Perhaps it is a country thing, in Italy we now have electronic invoicing and there really is no longer a choice, either with your own software or using the Internal Revenue website.
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Michael Harris
Đức
Local time: 17:21
Thành viên kể từ 2006
German to English
Chris S wrote:
This is why I don't have problems with late payers.
I make my own paper out of hand-picked organic grasses, write in an exquisite calligraphic script using a quill fashioned from a passing eagle's feather, add a drop of my proprietary blend of relaxing herbal essences, and seal the home-made envelope with a kiss.
This makes receiving my bills a true pleasure, something my customers can look forward to, a veritable happening, and guarantees instant payment.
I'm thinking of marketing the idea to utility companies.
you send them? By e-mail?
I always look forward to your posts Chris, it is almost better than my daily dosis of Dilbert
| | | | Ricki Farn
Đức
Local time: 17:21
English to German
| @Chris S & Michael Harris | Feb 28, 2019 |
I was thinking homing pigeons.
(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?!)
| | | | neilmac
Tây Ban Nha
Local time: 17:21
Spanish to English
+ ...
I'm still using a variation of the original invoice template a friend made up for me in Excel donkeys ago. I tweak it from time to time, but it is still the basic simple Excel file.
Darn! I thought Excel was software… I suppose I'm just doing it manually, but with Excel...
[Edited at 2019-02-28 16:21 GMT]
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