I just switched to Quickbooks! Awesome program. However, I bill a monthly retainer agreement on the 20th, due by the 30th and send them a timesheet on Monday's. Tell me, do you prefer the retainer method? or pay as you go method? And if so, do you set any minimums? My problem has been a couple non-paying clients, so that's why I bill ahead. I guess pros and cons, no matter what we choose, huh?

Thank you for the tips, very helpful.

Thanks Again,
Anna

I used QB at my previous job as an offfice manager and find it to be a fantastic program.

I have been using Freshbooks and find it to be very user friendly. I am able to track time with a start/stop timer, generate invoices, track expenses, and run reports. I am able to export reports into an excel spreadsheet. You can upload your logo art to customize what your clients see when they log in to view an invoice or make a payment online through whatever online payment service you use (I use Paypal), giving a very professional appearance.

Freshbooks also provides capability for tracking and coordinating team projects, though I have not yet used this feature.

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Jen
www.thinkbigva.com

I use myHours for time tracking (free online software - saves all the back-ups!) - I can add notes and any extra costs like postage/printing/mileage etc. It is easily exported to Excel where I then add my header logo and print to PDF.

I use this as the basis to fill out invoices from my online accounting program, Kashflow (only available in the UK I think). J can then either print to PDF or email direct to client. This system also emails me when invoices/payments (in or out) are overdue and I can also print/email client statements and late payment letters. Best thing about Kashflow is that my account can access my accounts direct and makes life so much easier if I have a problem and need to discuss with him. It is also online and saves on the back ups with all reports etc exportable to Office Suite.


I invoice main clients monthly on 14 day payment terms, and ad hoc clients at the end of the project on same terms. iIalso only bill to nearest minute (not 15 minutes as many VAs do).

Dawn

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Dawn Lane, Cornwall
www.your-office-online.co.uk

Great information! This was exactly what I was looking for regarding invoicing and the best way to do it.

Thanks ~ Jessica

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Jessica