invoice

[glendeveronltd]

hi guys i have recently started subbying and do not hae a clue about how to make an invoice on excel,do any you guys have some rough templates you could mabye email me,iv tryed and just cant master this excel lol

help is much appricated and theres a pint in it for your help sometime

cheers

 

[telectrix]

why not download quickfile. it's free and it's easy to use. does all your accounts as well.

 

[glendeveronltd]

what is it?

sorry im new to this

 

[123]

quickfile.co.uk

Its invoicing/accounts and browser based. And totally free

 

[telectrix]

it creates your invoices, purchases etc. gives them all consecutive numbers,and much more. it keeps record of clients and fills in their details automatically once you have initially created the client in the prog. google quickfile . download it and have a play

 

[gutterball]

http://quickfile.co.uk It is an excellent free accounting and billing program.

 

[123]

it creates your invoices, purchases etc. gives them all consecutive numbers,and much more. it keeps record of clients and fills in their details automatically once you have initially created the client in the prog. google quickfile . download it and have a play

You can't download it though, as its browser based. There is nothing to download

 

[Adam W]

I just use Word. I save them all in a folder for each tax year using the invoice number as a file name, so when I open the folder to create a new invoice from the template I can see at a glance which was the last one.

 

[Andy78]

I just use Word. I save them all in a folder for each tax year using the invoice number as a file name, so when I open the folder to create a new invoice from the template I can see at a glance which was the last one.

This is the way I currently do things too.
Word for invoices
Separate folders for invoices, quotes, cert archive, tax etc
Excel for databases (invoice log, cert log, income/expenditure etc)

If only I could keep up to date with my paperwork I'd be quite organised.

 

[uksparks]

I use SliQtools for invoices, and SageOne online for purchases and salary etc and doing my accounts.

I just create a sales invoice in sage for every sales invoice in SliQ, works well for me.

 

[Geordie Spark]

hi guys i have recently started subbying and do not hae a clue about how to make an invoice on excel,do any you guys have some rough templates you could mabye email me,iv tryed and just cant master this excel lol

help is much appricated and theres a pint in it for your help sometime

cheers

Either buy a book -->> Excel 2013 For Dummies: Greg Harvey: 9781118510124: Amazon.com: Books

Or if you want to REALLY learn, get on a course: Vocationally Related Qualifications (NQF) - IT Users Level 1 Certificate/Diploma (New CLAiT - International) - 04636 - OCR

 

[Paul.M]

Quick file is so easy to use, had it for a couple of years now. Sign up to it and practice on your family and friends. Create them as client and e-mail them an invoice, send them a reminder e-mail when they have not paid on time. Your customers view their invoice via the program and you can see when they have viewed it/them. Monthly bar chart of what is owing and what has been paid. Never received any spam or internal advertising, only the odd PM informing of what changes have been made on the options.

I've had excellent feed back from customers about it as well. People in the accounts department of large firms or small companies find it easy to use and very understandable, makes their jobs easier etc. Try it out on family & friends first and see what you think. Few on here use it already.

 

[elevate]

Been using quick file for about three years, your accountant can have a password so they can see exactly where you are at any given time. Usually get comments from clients regarding how professional invoicing is.

 

[Octopus]

If you have excel, have you looked at the templates provided with it?

 

[SPARTYKUS]

This is the way I currently do things too.
Word for invoices
Separate folders for invoices, quotes, cert archive, tax etc
Excel for databases (invoice log, cert log, income/expenditure etc)

If only I could keep up to date with my paperwork I'd be quite organised.

And,.......me too. All in folders with unique job/estimate/invoice numbers.

Excel for equipment calibration log, tax summations, etc.

and a quill and ink pot and sheets straight from the IET

I stopped using "scheme based" paperwork a while ago as it is

1. More expensive
2. Usually filled with extra unnecessary items
3. I have been in 3 different schemes in the last 18 months.....

 

[Octopus]

and a quill and ink pot and sheets straight from the IET

I stopped using "scheme based" paperwork a while ago as it is

1. More expensive
2. Usually filled with extra unnecessary items
3. I have been in 3 different schemes in the last 18 months.....

Quite why ANYBODY would by "scheme" certs is beyond me.

I use PIRform and if I change schemes, I can change the logo myself!

For all the finance stuff I use Intuit Quickbooks Pro.

 

[PEG]

Quick file is so easy to use, had it for a couple of years now. Sign up to it and practice on your family and friends. Create them as client and e-mail them an invoice, send them a reminder e-mail when they have not paid on time. Your customers view their invoice via the program and you can see when they have viewed it/them. Monthly bar chart of what is owing and what has been paid. Never received any spam or internal advertising, only the odd PM informing of what changes have been made on the options.

I've had excellent feed back from customers about it as well. People in the accounts department of large firms or small companies find it easy to use and very understandable, makes their jobs easier etc. Try it out on family & friends first and see what you think. Few on here use it already.

That's a cracking notion! I'll send me 78 year old dad,an invoice for "Loft cable grouping analysis"...and listen to him rant!

...He's getting 3 e-mails a day from Nigeria as it is,trying to get him diamond dealing.....:joker:

 

[Trevle]

If you click on 'file' in excel they have all sorts of templates, including invoices.

 

[telectrix]

If you click on 'file' in excel they have all sorts of templates, including invoices.

true, but they're all american.