I’m so burned out on printing invoices. Are any of you paperless? If so would you mind sharing your system?
Paperless for commercial, an invoice gets emailed once the job is complete. We still give paper invoices to resi customers, I don’t see that changing in the near future because so many homeowners either don’t use email, don’t want to give their email address or are not computer literate.
I did it…then ruined everything when I put printers in the vans.
For storefront when you have 20 to 40 per day.
Out of 300 & still counting we’ve gave 2 paper invoices so far. The rest were fax & e-mail.
Just saw this post was in the storefront sub forum.
I don’t always do storefront, but when I do, I prefer monthly billing. Meaning if they get serviced once a week bill them once per month (for 4 services). Just get their email address and send them an invoice…
email for all invoices with quickbooks, still paper for sales receipts.
A lot of commercial jobs pay cash so its hard to go paperless on those type of jobs .
But for residential we do a lot of paperless email them.
I think emailing invoices through Customer Factor is a pain…too many steps and clicking around, and then you don’t even know if they received the email (no failure followup when you have the wrong email entered).
I have blank invoice sheets printed and padded for storefront and route work. I fill out name and amount, mark it paid or not, rip it off and hand to customer
Yep.
I use Invoice2go on my Iphone. Works well.
As we move forward more and more clients have requested to go paperless via email. We still must print a hard copy for the crew as a work order. Once job is complete it is returned to the office and emailed thru QuickBooks.
Mind sharing exactly how you do that? I’m still using generic receipt books because I haven’t found a nice, convenient way of getting pre-printed invoices that will also carbon copy. Portability is also an issue, since I carry the receipt booklet on my belt.
Edit:
Oh. I think I just figured out what you meant- do you order custom receipt books with your info on them?
InvoiceASAP is a very good app!!!
Thanks for all the input.
I used to use the two part receipt book and was living high on the hog once I switched over to Quick Books. But then I found Customer Factor. It blows QB out of the water. Guess I must have it good because the way I’m doing it now looks much easier than all ways mentioned. I was just wondering if there was some magic Jeannie paperless way of doing it.
Thanks again for the responses.
Think I may have figured it out a cure to my burn out. Oh office assistant, you have another task 
I put the crews schedule on a Google calendar so it is on there phone and they will receive instant updates if anything changes, they have to change the calendar item when they finish the job so I will know what work was done and how much to invoice. I then either receive a check with a carbon copy receipt, or copy the info from google cal, into quickbooks and send the email invoice.
Easy, clean, can use on your computer or your iPad/iPhone. I’ve used it for over a year now and I couldn’t go back. You can snail mail with one click when the need arises…really handy for the larger accounts that want paper.
What do you use for scheduling? I love the look and feel of Freshbooks, but it can’t touch the other aspects of CF. I wish I could merge the two.
