Gary19966 months ago

If you are a small business owner or a freelancer, you would definitely like to manage your invoices effectively and without time wasting. That's why an online invoicing software for small businesses and freelancers InvoiceBerrymight be a good solution for you. It is a simple and convenient to use tool that helps you to manage the invoices of your company. This is how it looks: InvoiceBerry has a lot of features that are crucial for managing of your invoices: creating professionally looking invoices based on the well designed templates with an option to add a logo go your company; recurring invoices for your regular customers what let you save a lot of your time; raising credit notes; tracking expenses of your company; creating estimates and quotes; turning quotes into invoices with one click; sending reminders to late-payers; letting multiple users of your team to do invoices; managing your clients by keeping all information in one place; and much more. Get to know more about InvoiceBerry and its functions here: https://www.invoiceberry.com/tour If you think this software may suit your needs, give it a try - there are 30 days of free trial + 25% discount for 3 months subscription only for UKBF members! To apply, use a discount code "UKBFSEPT16". If you have any questions, feel free to drop a line to: [email protected]/* */  

Red5 months ago

I am an experienced business in the North East of England and have a well established business. I own an office complex with spare office capacity, a 10,000 sq. ft. warehouse that is not being used and I have just purchased another warehouse premises near Grantham. I employ a full range of office based personnel that manage sales, processing wages, invoicing, and accountancy. I am looking for a like minded entrepreneur with a business opportunity that can tap into my existing business infrastructure. It would be my intention to start up another business in partnership with the right person that has the right business opportunity to fit my present business infrastructure. All my business premises are totally owned by my present company, and therefore, they are not an overhead to my present business. If you think you have the right business opportunity that could fit my present infrastructure please contact me at [email protected]/* */ . If you would like to view my office premises and North East warehouse please visit my office website at www.officesgateshead.com . If you wish to learn more about me please visit my company website at www.infrasafe.co.uk. Les Savory Chief Executive  

Watergirl4 months ago

I know Microsoft's Dynamic CRM covers quite a few items on that check list. The only one that I don't think you get out the box is invoicing. You could set up some call to Xero or similar. Dynamics has become very easy to customise since the recent release.  

petHead4 months ago

Can anyone recommend a good online accounting software package mainly want to stay organised esp for things like corporation tax returns, co house etc invoicing and po’s with bank acc reconciliation

Matchmaker14 months ago

So you're saying office 365 could make us a Crm capable of sending and receiving text messages inside a customer contact, record phone calls and post them inside the same contact, move the leads along a sales pipeline and then also manage our used car stock, do invoicing, manage Pre delivery inspection reports and integrate with our website? I'd be very surprised ha  

Pete_W4 months ago

sian spurrier said: ↑ Hi everyone- I'm looking for an accounting software as I am fed up of spending hours on my laptop updating spreadsheets, typing up invoices and loosing track of who has paid and who hasn't! Have tried the free trial with xero and kash flow, both ok but still not sure. Also need payroll so will have to pay extra for that. Can anybody give their opinions on them or any others? thanksClick to expand... Accounts Portal really is well worth a look. The invoicing built into the system is one of the really good features. I use Accounts Portal myself and have a lot of clients who use it who rate it highly. VT is a good system and I often recommend the cashbook version to people looking for a basic free alternative to Excel but once you need invoicing my personal view is that you are better looking at newer systems where invoicing is dealt with much easier.  

Col Minessota4 months ago

I'm helping a kid with his startup. He needs something basic to create quotes and invoices and wants it ideally for free, but he can pay a few quid. But what a nightmare! I thought I'd give open source a go as I'm a big believer in open source. But, to cut a very long story short, that was a bad idea. The main choices are all either with no support (and no community / forum to ask questions) or they're a nightmare to setup. (I've just wasted a couple of hours mucking about with mySQL databases and tweaking PHP files and still couldn't get basic features to work on all THREE I tried). So, low cost programs. Any suggestions / recommendations? Is there any good invoicing program that can be bought at a reasonable price, downloaded and run locally (or off his own server)? Nothing subscription based , please. Subscriptions are great way of starting off cheap but ending up paying a huge amount over several years - usually far more than the software would have been worth if bought outright. And nothing that involves giving all the data to a 3rd party for them to maintain on their server... though I appreciate that's the easiest option and there a million such services around.  

Fionas_Boy4 months ago

We are now working for this company again, but on our terms.The main reception books us and pays by purchasing card so that their Head Office does not realise who they are using. The sub-contracted on-site maintenance department is also using us again but instead of invoicing their customer to be passed forward as was the case we now invoice them direct.  

Mary4 months ago

Sam Wiltshire said: ↑ So, Im looking for some software that basically does this. Customer database Prospect database Email campaign functionality Mail merge style functionality Invoicing capabilities Time / cost record keeping HTML email creation capability Does anyone know of such a piece of software / website that offers such a thing?Click to expand... Hi Sam xTuple does most of this under their free software Postbooks®. We (Horton Accounting Services) are UK Authorized Consultants to xTuple if you need our help in any way at all. Take a look at our website: www.hortonaccountingservices.co.uk/xtuple ... and do not hesitate to get in touch with us if you have any queries.  

Fireboy4 months ago

Looking for someone that has a good knowledge in the construction industry, We are a small plumbing and heating company that has expanded year by year. Built up a good brand and a good reputation as well as a strong online presence. We are due to turn over £220-£250k this year with just 2 engineers (1 of which is me the owner and director and I currently do all of the book keeping, invoicing, marketing and everything else so I'm not always out earning money). I feel now as though the business has got to a scale of where it's ready to take the next step and we want to introduce boiler insurance, and financed boiler installations. We currently work for some of the biggest estate agents and insurance companies as well as bringing in approx 65% of our work through via private customers/new customers through our local and online advertising and presence. On the whole we retain approx 80% of customers and most of them are happy to give us a 5* review. We haven't ever penetrated the new building and construction market but then we have never really been that interested as private customers were are main focus (due to making the best money that you receive in most cases within 7 days of job completion. My main concern is that we are getting bigger and I am finding it difficult to handle by myself and also that coupled with the fact that the hours I put in are getting more. I fear that going forward taking on more work without a better plan it could become difficult to run as efficiently as it is being run now. Any help or interest would be greatly appreciated.  

Watergirl4 months ago

Hi all, I am after some advice on terms and conditions. I need these set up for invoicing etc and have seen some templates online, is it better practice to get a solicitor to set these up for me and would it be one that deals in commercial law? Thank you  

Fireboy4 months ago

Hi Sian, a blatant plug coming right up - but if you want your accounts (invoicing, purchasing etc) to pretty much create themselves as you do business then check out our software. We initially wrote it for our own use based on exactly the reasons you mentioned - too much time manually working out who owes what and trying to track jobs and stock levels etc... Feel free to PM me for more info, or see here for info about the automated bookkeeping side of Easify - https://www.easify.co.uk/Features/Bookkeeping  

petHead4 months ago

CarFinanceGuy said: ↑ So you're saying office 365 could make us a Crm capable of sending and receiving text messages inside a customer contact, record phone calls and post them inside the same contact, move the leads along a sales pipeline and then also manage our used car stock, do invoicing, manage Pre delivery inspection reports and integrate with our website? I'd be very surprised haClick to expand... Absolutely. Try my proof of concept and see what you think.  

Corrie19994 months ago

Alan, when I get a chance I'll do a write up, but I am very busy. I've got editors of various business magazines chasing me for articles I've promised them on how to value businesses, alternatives to mainstream financing etc. (which articles drive clients to my consultancy at UKBusinessBrokers where I advise owners on exits and on extracting value from their businesses). Just had an email from the editor of Sift's sister publication as well; he's chasing copy. So I'd love to do this, complete with pros and cons of each package, as it's bound to save a lot of people a lot of money, but no promises. I've got a ton of other writing to do first. For now anyone wanting to follow the same route I did simply needs to go to eBay and type in invoicing software or accounting software. Some of those packages look very good. A few posters have mentioned various alternatives that work for them, including simple Excel based solutions. Readers of this thread could take the ones mentioned here and the ones they find in eBay through their paces as most packages offer free trials. Bottom line: IMO, there are a lot of alternatives to subscription packages and if you're looking for some simple book-keeping or invoicing software, for goodness sake don't sign up to a monthly plan!  

Gary19964 months ago

InvoiceBerry is an online invoicing & billing software for small businesses and freelancers. It’s a very simple and user-friendly tool that will help you with invoice management. InvoiceBerry isn’t overloaded with hundreds of functions. With this software, you’ll be able to: ✔ create invoices with the choice of 15 well-designed templates and an option to add a logo of your company and its contact details; ✔ set up recurring invoices; ✔ send invoices in different languages; ✔ create quotes and turn them into invoices with one click when you’ve agreed with a client on it; ✔ create estimates; ✔ let your team members deal with invoices at the same time; ✔ raise credit notes; ✔ track your company’s expenses; ✔ send reminders to late-payers. Get to know about InvoiceBerry here: https://www.invoiceberry.com/tour If you think this software may suit your needs, give it a try - there are 30 days of free trial + 33% discount for 3 months subscription only for UKBF members! To apply, use a discount code "UKBFOCT16". If you have any questions, feel free to drop a line to: [email protected]/* */  

Col Minessota4 months ago

My previous post has been moderated as I didn't say how O365 can deliver what you want. As a point of interest, I don't 'sell', or make profit from the sale of O365, I have a small customer base, mainly corporate, for whom I do O365 and SharePoint 'tailoring'. I'm not particularly seeking new customers from this forum, the point of me being here is to gauge for my own use the perception of O365 in the SME sector. Office 365 has SharePoint on-line as a core element, this is something that no other cloud services provider has. You ask - Sam Wiltshire said: ↑ So, Im looking for some software that basically does this. Customer database Prospect database Email campaign functionality Mail merge style functionality Invoicing capabilities Time / cost record keeping HTML email creation capability Does anyone know of such a piece of software / website that offers such a thing?Click to expand... Items 1, 2, 5 and 6 are easily constructed using SharePoint Lists. You can do this yourself with only a quick study of the Microsoft Documentation. Items 3 and 7 are easily accomplished using O365 Exchange email. Item 4 uses a combination of SharePoint List and Word mail merge O365 is a platform for the creation of simple, code free, user managed solutions. It does not need expensive development support. However, I am happy to provide pointers to where folk can find answers to FAQ. The O365 is a very different way to approach business computing and the common perception that it offers only Microsoft Office application 'in the cloud' very wrong. Take a look and see and if you want to ask question please do so in open forum. Chris  

R2_Amazeballs4 months ago

I am a new start-up business and I am a little confused about VAT and VAT registration. My expertise is in the area of recruitment and psychometrics not Finance I'm afraid. I do not believe I will reach the VAT threshold in my first year, however I currently have some work through a large organisation, when invoicing them for work do I add VAT to invoices even though I am not registered for VAT myself, please someone with a good finance help. yours with thanks confused. :?:  

Matchmaker14 months ago

Morning all, Newbie here... Just been caught on the hop, was planning to launch my new business on the first of May, allowing me time to get invoicing and accounts all set up.. Low and behold, I was asked for a quote for a job (cant turn down business) some company specific stickers. Sent a basic quote off to them and got a call from them last night saying they were wanting to place an order... EEK! Could I send them an invoice, now as I am not able to carry out credit checks etc, and also wanting to protect myself as much as possible, would it be acceptable to just say payment by return? And is there anything else I should be putting in the terms... For info Im starting up making stickers for vehicles primarily the 4x4 markets then moving into personal off-roading equipment, such as torches, multi-tools and the like. Many thanks in advance. Dave  

Mary4 months ago

Yes you're right, if you are invoicing a business name and address then yes it a business transaction  

R2_Amazeballs4 months ago

Venture fund Notion Capital, co-founded by entrepreneurs Jos and Ben White, has committed up to $7 million (£4.3 million) in equity investment to e-invoicing business social network Tradeshift.

Pete_W4 months ago

Among the proposals suggested by the Forum was for all prime contractors bidding on government contracts to sign the ICM's Prompt Payment Code (PPC); for government to provide legal clarity on how the Forum of Private Business can use a new power (EU Directive on prompt payment) to represent its members on the issue; and for wider adoption of e-invoicing in the public sector.

R2_Amazeballs4 months ago

We are a fairly new small business and one of our operations is selling advertising. We need an uncomplicated system which allows maximum 3 user with 2/3000 contacts that will monitor contacts, dates, schedule calls/emails(which will integrate with Outlook) and if possible schedule when advertising expires and needs re-invoicing etc(but not essential). All suggestions welcomed please! My excel spreadsheet is getting far too complicated and definitely not delivering!  

Bri19874 months ago

Hi everyone. Just started a new business (embroidery/workwear etc) and forgot during our planning stage about invoicing !! I'm thinking about buying some software for the laptop and doing it that way. Is this the best way to go ?? If so, what is the best software to use or are there any other options ? We obviously want the invoices to look professional Many thanks in advance Neil  

Watergirl4 months ago

I would suggest you to use social media – nowadays it is one of the simplest ways to advertise something for free. Choose a platform you think most of your potential customers use and go for it. Create pages with eye-catching posts and try to promote them.  I'm a marketing manager at InvoiceBerry.com, an online invoicing & billing software for small businesses and freelancers

Matchmaker14 months ago

On XP, the equivalent folder would c:\documents and settings\all users\application data\sage\invoicing John  

Mary4 months ago

Okay. 1. Details of what you require to record in the CRM - an outline of what you are using now would do. 2. An idea of what the physical process is for recording phone calls, emails. text messages and walk ups so I can build a basic work flow. 3. Details of what you want for stock control. Vehicle details, stock item cost, expected resale vale, discount rules. 4. An outline of your invoicing format. 5. Details of what you need to record for inspections repairs, etc. and the means to cost these. 6. The URL of your website and details of what integration you need. Is this a content management system? How do you upload details, etc. 7. An idea of what numbers you anticipate for customer count in the CRM, vehicle count in the stock control.  

Gary19964 months ago

Ask your accounting about the other versions of Xero that are available only via Xero partners. From what you say you would manage with one of the lighter versions of it which start at £2 per month. What sets Xero apart from the others is that it has direct bank feeds with about 10 of the major banks, which are far better than Yodlee feeds, if all transaction go through the bank you automate 80% of it. The time saving on using this along with invoicing is surely worth £10 per month or so.  

MDG Ltd4 months ago

Hmm at the end of the day the address as such is irrelevant are you selling to Mr Joe Blogs or are you supplying ABC Limited If you are invoicing ABC Limited than as far as I am aware this then becomes a B2B transaction  

Gary19964 months ago

J.Pink said: ↑ I wonder of anyone can advise if accounting software is worthwhile for me? I am sole-trader running a pretty simple business. My accounts are simply made up of 2 excel spreadsheets, one for all the invoices I send and one for all the expenses I occur. I usually just hand these 2 files to my accountant who performs my end of year self assessment. I run under the VAT threshold and don't employ anyone else (if I do it's only on a per project basis and I just add this to my I send between 30-40 invoices a year, so it's not many. I am sure there must be something that makes this process a bit easier, but everything I look at (xero, freshbooks etc) is around £20 per month and seems to do a whole lot of stuff I (assume) I don't need, and it's expensive if that is the case. However the unification of making invoices, keeping client details, sending reminders is attractive. Could anyone recommend if a) these online tools are worth while even for a simple setup such as mine. b) If so, any recommendations.Click to expand... For you I think the greatest advantage of an online accounting package will be for invoicing. Online systems make invoicing quick and easy and that includes creating an invoice, sending it to your client and tracking when they are paid. My favourite system and one used by almost all of my clients who use online accounting software is Accounts Portal which is just £6 per month plus VAT for my clients (we get a small discount) which I think is a bargain. I hasten to add I have no connection to Accounts Portal other than being a very satisfied user. Why not take a free trial and see what you think of the system? If you really dont want to pay anything and want something which is a little better than your Excel sheets I'd take a look at VT cashbook - its great for recording income and expenses but doesnt deal with invoicing.  

MDG Ltd4 months ago

Hi Guys looking for advice on VAT for art galleries. We have had conflicting advice from HMRC over the last few years and want to finally clarify a few pointers. Firstly we sell mainly online. Most of the products we sell we make ourselves and accept that pay VAT on the whole amount. Secondly and most importantly we do sell some other artists products. These artists are not VAT registered and we do not see the products. They are ordered from the artist and sent directly to the customer from the artist. The issue that we have is that we don't think we should be paying VAT on the entire sale. We feel that we should be only paying vat on our portion. My accountant tells me that because the artist is invoicing us for the full amount (their portion) that we have to pay VAT on the whole sale price as they are selling the goods to us, but i am not sure. Is it all down to how we are invoiced>? Example: Sale price of painting £200.00 Artists price of painting £100.00 Our commission £100.00 Currently paying 15% VAT on £200.00 Any help would be greatly appreciated.  

Red4 months ago

How can I reset Sage Invoicing so I can start using it from new? I downloaded it, played about with it, made a few test invoices to get started, but now I want to use it for real, and can't find anywhere to delete the invoices I made! Please help :redface:  

Col Minessota4 months ago

Invoicing

Hi Jon. I think you'll find QuickBooks Self Employed is worth a look. We do a free 30 day trial then we're just £2.99 a month thereafter. As the name suggests the app is developed with self-employed people in mind, it's simple and covers invoicing as well automatically tracking mileage, expenses and it'll calculate the self-employed section of your self-assessment. The apps you're looking at are designed with Limited, VAT registered businesses in mind (hence the price) although they are used by some sole traders. Hope this has helped Keith (Quickbooks employee)  

MechExp4 months ago

Evening all Those of you with experience in business, how can you gently persuade a client to pay an invoice early? Say within 14 days or less, and, when their invoicing period is usually 90 days! Any tips or tricks? Also, how do you deal with a valued client who is frequently late paying invoices sometimes up to two or three months late! I'm just starting off in my business and I don't want to get this side of things wrong, I don't want to come across too heavy nor too soft.  

Corrie19994 months ago

I've seen a few businesses do this Bill & Joe Winery T/A Booths Group Ltd SEO enterprise T/A Booths Group Ltd I basically want to form a ltd company but plan to experiment with a few different side ventures, each venture will need an appropriate name suitable for it's market & websites. E.g. SEOenterprise.co.uk BillJoeWinery.com etc What are the legalities of this using these brand names on the fly? Do they each need to be registered and if so what are the costs? Obviously the invoicing and all contracts will go through Booths Group Ltd - just want to give each "venture" a appropriate name for it's market.  

Bri19874 months ago

Hi @VALENTIN Will you be invoicing at each stage with staged payments being made? or is this a project on a pro-forma basis? Kind Regards Kelly  

Red4 months ago

finleydesign said: ↑ Yes you're right, if you are invoicing a business name and address then yes it a business transactionClick to expand... But what if it`s a business name (or the customer asks for a business name to be "put on the invoice") but delivered to a residential address ?  

Pete_W4 months ago

Hello all, I am in need of some advice on the following. Following a disasterous year I stopped using my Ltd company in March 2013, it has had no activity, no invoicing and no money in the account since then. I have no directors loans, company vechiles or company assets of any kind and never have had. The Ltd company is not registered to my home address and is now lying dormant and unused. So, I submitted a DS01 and followed the Spongebob plan and have just heard back from HMRC (sent to my home address not the buisness address) that they object to the striking off as there are Corporation Tax liabilites. Since then i have also recvied a letter from Rosendales, a debt collection agency (again to my home address and not the buisness address) demanding payment in full of all corporation tax liabilites within 7 days. My question is this, What do i do now? Do i resubmit a DS-01? Are HMRC going to reject this as well? Do the debt collectors have any powers at my home address? If they turn up then what course of action do you suggest? Is this just scare tactics by HMRC? Any other advice from anyone who has experienced similar? To say this has got me worried is an understaement so any possible help would be very greatly appreciated. Regards J  

Matchmaker14 months ago

vanleasing said: ↑ Lots of pages are not always the answer. Minimise your pages to allow a quick and easy call to action. The above will lower costs.Click to expand... Nothing more wrong- minimalistic webs are good for onetime events, or promotions- easy call to action and can be used as satellite ones to main page. Having just minimalistic ones might not let you show whole spectrum of wares and services. How to do it wright? Idosell Shop method be right answer for satellite webs installation with proper WMS and invoicing. Happy to advice Marek  

MDG Ltd4 months ago

Hi, My business is run on the side, and I'm working to grow it over time. Right now I don't need the money it makes immediately, it all comes from App sales in the app stores so far. Some of the app stores will let you delay the pay out of money you have earned through selling in the store, and you can do this for as long as you want without losing access to that money - You just choose when you want to manually receive a pay out and they will hold onto it until then. Whilst that money is sitting in the app store owners bank account, I assume I wouldn't need to include it as income to the business and wouldn't need to pay tax on it as I technically haven't received or invoiced for it? Invoicing in general in this situation They don't actually require you to invoice to receive the funds by the way, so when I did do a pay out would I just create an invoice to the company that runs each app store for the pay out amount? Even though they would not receive it and don't require it?  

Mary4 months ago

Yes, I came across them at Accountex, the industry exhibition, earlier in 2016. I think they've got a very good offering for smaller businesses. Typically I work with larger businesses which is why I don't partner with them, but I do think it's a good product. For example, if you need to do a lot of invoicing at one point of the year (eg seasonal hotel trade) you can switch the invoicing module on for a couple of months and then turn it off. I wrote a review on it here: https://aiteoconsulting.co.uk/reckon-one-cloud-accounting/ It's a bit out of date as they've now implemented some of the things that were at that point in the pipeline (notably bank feeds).  

Fireboy3 months ago
This topic has been discussed elsewhere
- see here