What's the right software for printing and tracking quarterly invoices?
November 4, 2013 8:18 AM Subscribe
I'm looking for recommendations for a piece of software that automates printing and tracking quarterly bills to a few hundred customers that receive an ongoing service from a small business. I want to be able to import all the customers from Excel or something, place them in groups that pay different rates, and then EASILY print invoices once a quarter. Each invoice should come out automatically with the current rate for the group the customer is in. As the checks come in, I want to be able to enter those against the customers so I can track who has paid and who is behind.
posted by steveminutillo to work & money (5 answers total) 1 user marked this as a favorite
The invoice should be friendly looking and customizable. You know, the standard "previous balance X ... payment received, thank you ... new balance Y" or whatever.
It would be nice to be able to add special one-time charges or credits, and send pro-rated invoices when service begins or ends. I don't need timesheets, inventory, estimates, fancy accounting, payment processing, or help filing taxes. Just printing and tracking of invoices.
I've looked at QuickBooks 2009. It doesn't seem like I can do this particularly easily, and all the other features QuickBooks is offering kind of get in the way. I can see how to make one invoice for one customer but I need to create a few hundred at a time, on a regular basis. Anything that involves clicking on each customer is not going to work. It seems like the more recent versions of QuickBooks make this easier with "Batch Invoicing"? Once I get past the learning curve and get it all set up is it going to be just a few clicks each quarter to print the invoices? Or is there something out there even simpler?
This is for a small family business that doesn't even have Internet access at their office, so no online or "Cloud" solutions please.