3/21/2024 0 Comments Best billing and invoice softwareYou can set a financial goal for your business and then map out your expected and collected revenue on a yearly calendar as you work towards meeting your goals. But Harpoon sets itself apart with some very practical financial planning and goal-setting features. Harpoon Harpoon includes all the features you’d expect from a powerful, online invoicing system.I don’t believe they offer time tracking, but they do let you generate invoices (remember: bakeries, record shops, and other companies that don’t bill for time use it!) Besides invoicing, they integrate with hundreds of banks, let you create project proposals, track vehicle mileage, run reports and manage contacts. ![]() ![]() LessAccounting Written by my super friends Allan Branch and Steve Bristol, LessAccounting has everything a small business needs for bookkeeping.Features include time tracking directly from your operating system, generated and recurring invoices, reporting, and a native iPhone client. Years ago, when the invoicing landscape was much more barren than it is today, I used Billings – and it’s obvious that it’s come a long way since then. Billings The only non-web based product on the list, Billings is a Mac and iOS application.Other features include time logs, invoicing, drafting proposals, and expense management. Unique to most of the other time tracking and invoicing tools, they integrate with bank accounts and help you out come tax time. FreeAgent A lot of our users across the pond use FreeAgent, which seems to be the most popular offering in the UK.In terms of features, they’re pretty similar to Harvest: Time logs, invoices (recurring and generated), reporting, and expense tracking. They also can snail mail invoices, if you have strange, enterprise-y clients who requires such things. Two features set them apart: They integrate with a lot of payment gateways, which is super useful if you accept credit card or echeck payments. Freshbooks Freshbooks is a full featured product that satisfies a lot of the needs most small businesses have.It also boasts an emphasis on providing reflective analysis on your working habits: Are you spending too much time on unbillable time? Are you lagging on certain days? Features include dead simple time logging, quick reporting, a pulse view that visually shows your work output on a calendar, and invoicing. Freckle Written by two friends of mine, Amy Hoy and Thomas Fuchs, Freckle is a beautiful and simple product meant to make the barrier of logging time as minimal as possible.Features include time logging and running timers, reports on time logs (by client, project, staff, and so on), generated and manual invoices, recurring invoices (great for retainer agreements or hosting invoices), and expense tracking. ![]() Harvest This is the product my team and I use.List of some options for invoicing software: They’re also more likely to have some sort of collaborative abilities, a must if you’re not working solo. I’m inclined towards web based software because they tend to run well in any desktop browser – meaning I can access it on my phone, iPad, laptop, or whatever connected computer is closeby. After all, that’s their job (and why I’m paying them.) And yes, we’re extremely paranoid and proactive about securing Planscope’s data. I trust that web application providers do daily backups and take care of warehousing my data. The chances of theft or hard drive failure, while thin, are still there. I personally don’t trust myself to keep my project information on my laptop. I’m obviously biased towards web based software – Planscope can’t be downloaded. Sometimes this is more a philosophical or aesthetic decision. Bonus points if it’s super easy to see who owes me what and when. I need a tool that has projects, and I need the ability to log time in these projects and generate invoices from unbilled time. Or maybe you want integrated time tracking, and the ability to estimate new projects.īefore you choose a product, make a list of what you need your invoicing software to do. Some of us, like designers who purchase stock photos and those who need to travel, need robust expense tracking. What do you need your invoicing software to do?Īre you a solo freelancer or a shop of 15? We all have different needs. ![]() After all, you could do it the old fashioned way and use one of those invoice templates that Word and Pages offers (do people really use those?) But you’re probably using, or want to use, software that is built around the act of invoicing. I get asked often what I recommend for invoicing clients.
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