Branners Posted September 28, 2007 Share Posted September 28, 2007 Anybody know of any good templates for Excel or Word to allow people to make up an invoice and then print it out. Friend of mine wants to do printed invoices instead of hand written so needs a quick solution for the moment. They then want to move to a simple accounts package like Sage, has anybody got any experience with that and can recommend a software product to go for? JB Link to comment Share on other sites More sharing options...
Pete Posted September 28, 2007 Share Posted September 28, 2007 MS have invoice layouts for Excel already within it. Really best off going for Line50 from the offset really. It's not that much expenditure for a serious business start up and will be much easier to keep everything straight from the word go rather than working back. We're Line50 resellers BTW so I would say that. Link to comment Share on other sites More sharing options...
SatSport Posted September 28, 2007 Share Posted September 28, 2007 Have you tried Publisher? I use that one based on one of it`s templates. Link to comment Share on other sites More sharing options...
Gruggs Posted September 28, 2007 Share Posted September 28, 2007 Sage line 50 - wouldnt touch it with a big stick. Yes its the market leader (in market share) but really is over-rated load of tripe. Much better systems out there such as caseware or MYOB for small businesses. If i get some time later on this afternoon i'll draft you up a quick invoice template for excel that should be sufficient in the short term but in the long term yeah look for an accounting system. (sorry its the accountant & scottishness in me. I cant help it) Cheers G Link to comment Share on other sites More sharing options...
Pete Posted September 28, 2007 Share Posted September 28, 2007 Sage line 50 - wouldnt touch it with a big stick. Yes its the market leader (in market share) but really is over-rated load of tripe. Much better systems out there such as caseware or MYOB for small businesses. It's not that bad. Yes it has its failings but for the most it's very useful. We've been using it for our own business for 7 years now and our books are 100%. Ask what your accountant is using. Link to comment Share on other sites More sharing options...
Gaz Walker Posted September 28, 2007 Share Posted September 28, 2007 We used to use a program called Invoice It for basic invoices (which was excellent) and now use Quickbooks Pro (which is very easy to use and very powerful) after using Sage Line 50 for 2 years. Regards, Gaz. Link to comment Share on other sites More sharing options...
Gruggs Posted September 28, 2007 Share Posted September 28, 2007 It's not that bad. Yes it has its failings but for the most it's very useful. We've been using it for our own business for 7 years now and our books are 100%. Ask what your accountant is using. I am an accountant!! Use the package all day and a variety of other packages so have first hand experience over a range of packages and different user classes. I have dealt with personnel who don't know what a debit and credit is to businesses with turnover in excess of $13 billion. Link to comment Share on other sites More sharing options...
Gruggs Posted September 28, 2007 Share Posted September 28, 2007 We used to use a program called Invoice It for basic invoices (which was excellent) and now use Quickbooks Pro (which is very easy to use and very powerful) after using Sage Line 50 for 2 years. Regards, Gaz. Quickbooks is a good system and is easy to understand. Link to comment Share on other sites More sharing options...
Pete Posted September 28, 2007 Share Posted September 28, 2007 I am an accountant!! I didn't mean you plonker! Ask the business what their accountant prefers to work with. Keeps the bills down. I have dealt with personnel who don't know what a debit and credit is to businesses with turnover in excess of $13 billion. Congratulations? So does my missus. Link to comment Share on other sites More sharing options...
Gruggs Posted September 28, 2007 Share Posted September 28, 2007 I didn't mean you plonker!QUOTE] Whoops! :d I've been having a great discussion in the office today as the guy's are currently drawing up a rota for the women for cleaning the toilets....we are getting serious abuse, major revolt getting planned. its a friday Link to comment Share on other sites More sharing options...
Muffleman Posted September 28, 2007 Share Posted September 28, 2007 Quickbooks is okay, but our auditors won't sign off quickbooks accounts, they were rather uncomplimentary about quickbooks ! Tasbooks is good, cheap too http://www.tassoftware.co.uk/Home.aspx?tid=258512 Link to comment Share on other sites More sharing options...
ozz Posted September 28, 2007 Share Posted September 28, 2007 What scale are we talking? As mentioned Excel has invoicing built in and can log them (to Access IIRC, or maybe just generated invoice numbers, not sure). I used it when I was consulting and it was fine so for just one or two people I'd say just keep it simple and use what is already there. Link to comment Share on other sites More sharing options...
ShamelessTT Posted September 28, 2007 Share Posted September 28, 2007 Invest in a copy of the lastest Sage accounts package, thats what i use. Link to comment Share on other sites More sharing options...
Branners Posted September 28, 2007 Author Share Posted September 28, 2007 just checked the templates through Office Online and theres some stuff in there I can work with so thanks for pointing me in that direction. on the software package it seems theres a few opinions out there. They generate about 20 invoices a day so not a massive amount, I was thinking about the cheapy Sage package as that does invoice and accounts for about £130, but I will take a look at Quickbooks as I know a few people who have used that in the past. JB Link to comment Share on other sites More sharing options...
carl0s Posted September 28, 2007 Share Posted September 28, 2007 I find Sage great for invoicing. It has some annoyances, like the fact that they have only just introduced the ability to email invoices directly via SMTP (rather than MAPI), and that if you highlight 10 invoices and say "email them", then it'll email all 10 invoices to the first company, rather than one to each company, but overall, it's dead easy to use. I stick everything in as S1, which is a special entry. It's really quick and I do it all remotely via RDP. Quickbooks is too Americanised. Link to comment Share on other sites More sharing options...
carl0s Posted September 28, 2007 Share Posted September 28, 2007 Which reminds me.. I received some cheques in the post today, so I need to put in some bank receipts for them. Again, it's dead easy. I start Sage, and under customers it would show an outstanding balance for these people. I just go straight to Bank -> Customer, enter the start of their customer ref, and it'll automatically show their outstanding items, I click Pay in Full, then Save, and it's all done. Link to comment Share on other sites More sharing options...
Guest Killer Heels Posted September 28, 2007 Share Posted September 28, 2007 Have to agreed that for any start up sage is easy to pick up and not too expensive. Have a look at what you actually want it to do as there is instand and Line 50 - as a new start up you may only need Instant and if you need to upgrade then you get money off. As an accountant then we prefer clients on this as it can easily be adapted to your specific needs. wouldn't like to comment on quick books as i have not used it for a few years but i personally found it a little more complex for reports etc. The sage website is great to see comparisons for the different package so you know what you are actually getting. I would also agree if you are thinking of going onto a package then to do it from the start, saves on a catchup later. Good luck Kate Link to comment Share on other sites More sharing options...
carl0s Posted October 13, 2007 Share Posted October 13, 2007 It has some annoyances, ... if you highlight 10 invoices and say "email them", then it'll email all 10 invoices to the first company, rather than one to each company I was wrong about that BTW. With a simple change in the Report Designer, I can now highlight 10 auto-created recurring monthly invoices and hit "Print -> Email", and they all get emailed individually to the right places. The only problem now is that it doesn't embed fonts in the PDF file. My Zerohour.ttf logo gets changed to something ugly like Times New Roman when emailed. Link to comment Share on other sites More sharing options...
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