Invoices

I’ve been working on integrating invoices into PBooks, but more work is needed.

Here’s my current, incredibly inefficient, invoicing process:

1. Tally up work times for each client (we use a client specific time tracker - this is easy)
2. Create a spreadsheet for each client, sum up the rates, discounts and totals (could easily be done using our time tracking software, except for rates and discounts)
3. Create invoices in Quickbooks using Parallels - definitely need to take this step out of the loop!
4. Export Quickbooks invoices to PDF
5. Mark the work tallied in step one as invoiced, noting the invoice number on each (super easy)
6. Enter the invoices into PBooks

Each month it takes me about four hours, when it could be done in about 1 hour. With regards to bookkeeping and invoicing, its a good time to dedicate to bookkeeping, paperwork, and bank reconciliation. That stuff isn’t as pressing as invoices (if you don’t send invoices, you don’t get paid), but is a similar process to go through (tally, categorize, data entry, etc.) you might as well do them at the same time. I’ll do it that way next month! :-)

I did make some really nice progress on the invoice form though, here’s a quick screen shot:

Before you ask, PDF invoices are in the works too!