voodooman Posted December 6, 2006 Share Posted December 6, 2006 Hi there peps.Just a quick question, what do people use to create invoices? I've been using an excel work sheet which is fine for printing and sending, but I'd like to e-mail them where possible, and although I can protect the worksheet I think it just looks a little naff when opened. also something that figures out what the date is 28 days later automatically would be great. Link to comment Share on other sites More sharing options...
Light Console Posted December 6, 2006 Share Posted December 6, 2006 I just use word, I guess a quick formula in Excel will enable you to find out the date 28 days in advance, then just type it in. Or a note to say 28 days from Invoice date. Link to comment Share on other sites More sharing options...
Bobbsy Posted December 6, 2006 Share Posted December 6, 2006 Yup. In my days doing freelance consulting I'd just use Word, with the Excel calculations of the amount embedded in the right spot. I never had to send so many that I didn't have the date to chase in mind... Bob Link to comment Share on other sites More sharing options...
Pete McCrea Posted December 7, 2006 Share Posted December 7, 2006 Excel, then the built in ability of a Mac to save as a PDF for all the quoting etc. Invoices are done on Sage. Link to comment Share on other sites More sharing options...
pscandrett Posted December 7, 2006 Share Posted December 7, 2006 Excel, then the built in ability of a Mac to save as a PDF for all the quoting etc. Invoices are done on Sage.For Windows, a good alternative is to use Cute PDF (from www.cutepdf.com) - free to use. I try to pdf most documents that I need to email that don't need to be changed by the recipient nowadays. For *nix, look at Ghostscript and the ps2pdf converters and filters. HTH Link to comment Share on other sites More sharing options...
mackerr Posted December 7, 2006 Share Posted December 7, 2006 I use Filemaker Pro for invoicing as well as creating bid forms and patch sheets. it is easy to organise data however you want, as well as do complex calculations and sorts. It's not free, but it's not expensive either. It runs on MacOS or Windows, and will import or export to Excel. It is easy to create custom forms, and to auto enter or lookup data. Mac Link to comment Share on other sites More sharing options...
Chris_R Posted December 7, 2006 Share Posted December 7, 2006 Open Office's spreadsheet program (Calc) is exactly like Excel, and allows you to export files as PDF's.Its compatible with Excels xls files as well, and free!Chris Link to comment Share on other sites More sharing options...
gareth Posted December 7, 2006 Share Posted December 7, 2006 My invoices are created in Word, exported to PDF and e-mailed. Records are kept in Excel. A dull, predictable answer, I'm afraid, but you did ask! :huh: Link to comment Share on other sites More sharing options...
Ike Posted December 7, 2006 Share Posted December 7, 2006 Open Office's spreadsheet program (Calc) is exactly like Excel, and allows you to export files as PDF's.Its compatible with Excels xls files as well, and free!ChrisSame here except I use a mac and NeoOffice. Link to comment Share on other sites More sharing options...
jayselway Posted December 7, 2006 Share Posted December 7, 2006 I use Quickbooks, with CutePDF to write the invoice into a PDF for emailing. Then it whizzes off through Outlook and off it goes on it's merry way :huh: Link to comment Share on other sites More sharing options...
JMC Posted December 7, 2006 Share Posted December 7, 2006 I had a good hunt around for a decent invoicing creation & tracking program, tried out quite a few of them. The one I settled on is www.invoice2go.com -- loads of features, very easy to use. Lets you create lists of common clients, fees/services and rates.. Reasonably priced too, when you consider the exchange rate is about $2 to the £ at the moment :huh: Link to comment Share on other sites More sharing options...
StevieR Posted December 7, 2006 Share Posted December 7, 2006 There ain't nothing wrong with Excel for invoices. Did me for many years. You can protect all the cells that will never change - e.g. your details, bank details, etc and you can also get clever with the formula for all the figure work and protect all those cells too. For dates, the DATE() function returns that current date and DATE()+28, the date 28 days from now. If you already have date in a cell e.g. A2 then you can reference that to get the date 28 days from that as =A2+28. If you get any funny numbers just re-format the cell as a date format. HTH Steve Link to comment Share on other sites More sharing options...
dbuckley Posted December 7, 2006 Share Posted December 7, 2006 If you are using Excel and doing any fractional multiplying (eg VAT), just make sure you use the round function, rather than using cell formatting to only display two figures. It looks the same on the screen, but with formatting the extra digits beyond what you are not displaying will feature in any dependent fomulas, so your subtotal + VAT = grand total can be a penny out... Me - I use a triplicate NCR invoce book. Link to comment Share on other sites More sharing options...
mac.calder Posted December 8, 2006 Share Posted December 8, 2006 I use a pdf form I made one winters day. PDF forms have a quite powerful macro language. Link to comment Share on other sites More sharing options...
Nicktaylor Posted December 8, 2006 Share Posted December 8, 2006 I use Excel. Did a spread sheet some years ago . Better than PDF because as long as you fill the rate box it does all the sums for you, plus it is a lot neater than handwritten. Link to comment Share on other sites More sharing options...
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