What do your invoices............

by Devon07 Wed Aug 26, 2015 6:24 pm

What do your invoices look like? Are they custom? Are they printed from your computer? What system do you use?

pirat

by ACpower1 Wed Aug 26, 2015 6:26 pm

square for now, switching to house call pro very soon.. end of this month

by Davey Cracker Wed Aug 26, 2015 6:41 pm

Mo, didn't we share these with the forum awhile back?

I use a full sheet 8.5x11" two part NCR.
After all it's hard to give big quotes if you don't have the room to write them. wink

by Devon07 Wed Aug 26, 2015 7:49 pm

share what?

by milspec6 Wed Aug 26, 2015 7:58 pm

On commercial, I will actually create a full-page estimate and summary of competed work.

Residential, if not paying by credit card, I just use the traditional ticket book with my logo on top. I really don't like the generic book as it is difficult to add special jobs to the generic headings.

by Devon07 Wed Aug 26, 2015 8:09 pm

When my wife was my secretary we did custom for ea custy.....it was nice for me, them and my wife and records

by Davey Cracker Wed Aug 26, 2015 11:41 pm

Devon07 wrote:When my wife was my secretary we did custom for ea custy.....it was nice for me, them and my wife and records

I do that on specialty job quotes, flood losses and larger jobs. I create them in Word. But most of the time, and for residential I use what I showed you.....similar to what I shared here awhile back, but I think now has been removed due to lack of participation?

by ACpower1 Thu Aug 27, 2015 2:45 pm

For detailed invoices, commercial jobs or customers that want more than the square invoice I use excel spreadsheets.. its easy to put your logo at the top and have it auto calculate tax etc

by Devon07 Thu Aug 27, 2015 5:07 pm

I use word and excel for a lot of stuff but im talking mainly about the daily grind with invoices. The one Davey shared with me is awesome! I may tweak it to fit me....and go with it.

by GabeECS Thu Nov 12, 2015 9:29 am

Guys, you should take a look at waveapps.com. Its very easy to make a pro looking invoice. I don't really use their other services but for invoices its the best i have found so far. They also can keep a customer list and service list so it makes it even better for repeat customers or monthly commercial invoices.

by milspec6 Thu Nov 12, 2015 12:23 pm

On commercial invoices, I will actually write them out in a Word document with my logo at the top. It will list all the pertinent information and scope of the work completed as well as the full breakdown of the costs and calculations (I was always taught to show my work).

I just email it to the manager in a pdf and wait for a check. I know that accounting loves that it includes the full cost breakdown and even discovered an error once so they are checking it twice.

The end result is that accounting approves it and I get paid in less than 10 days almost every time.

by ACpower1 Thu Nov 12, 2015 8:19 pm

now all invoices are done on house call pro.

Ill post a pic of some when I have some time, they are really nice and auto emailed to customers as soon as you punch the job out

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