Simple Invoice Software Free Download

[Reginald Hanfy]

Use invoice templates to increase your brand visibility. Help grow your business by providing invoices, that have consistent designs, to your partners and customers. Use Word to customize the color schemes and elements in your design. Create invoices using Excel templates so that the totals are automatically calculated when you incorporate relevant equations in the set up. Design your brand's logo and add it to the top of your invoice. You can also change the font in your invoice template to match your brand's overall theme. Send your customized invoices via email or print them out. Save your templates so that you can edit each one and change it as necessary. Update your invoice template as you elevate your brand's design and alter how your business website looks. Switch out invoice elements based on your customer's specific needs and share it with them once you're done. Keep track of your invoices and use them when managing your business finances and following budgets.

Tracking expenses has never been easier. Our business expense and receipt tracker lets you scan any receipt, and we capture key info automatically. All your expense data is ready to export into a summary report whenever you need it.

This is so simple and straightforward. It completely removes the need for me to go into excel. A brilliant little tool that not only helps me generate invoices, but emails them directly and tracks when they are opened too!

I am a very experienced TS user but after 20+ years, I still cannot figure out how to create a Bill Layout that simply shows the amount of the current charges on the bill and any credit or funds transaction that I want to specifically come off that Invoice (not overall A/R balance) without having to bring in prior A/R balance and all other transactions (i.e. payments, etc.) since the last Invoice.

Creating a simple Invoice is easy enough to do if I don't have to show any sort of "transaction" applied to it--I do this all the time. But any time I want to just show ONE SPECIFIC transaction applicable to that Invoice, I cannot do it without having to bring in prior balance any other a/r transactions that occurred since the client was last billed.

Note: I have tried using the "a/r transactions obey date filters" (and I swear that used to work in older versions) but it doesn't seem to work anymore--frankly, if that feature doesn't allow me to filter out other transactions then what is the purpose if it--unless it isn't working properly.

One thing you could do is run an invoice that has a date range that only includes the payments/credits you do not want. This will mark them as billed and then they won't show on the next bill. Timeslips include of payments/credits is an either/or, they are included or not included. However, if they are not in the date range of the slip transactions chosen and you choose not to include AR outside the range (from options) then it should obey the dates. What version of Timeslips are you running - go to help > about Timeslips. Perhaps there was an issue and it is has been addressed in a service release.

Yes, those can be a bit tricky. You are correctly tuned into the idea that the only way to limit the A/R transactions is to have them "obey the slip date filters." There is no separate filter for A/R date range on a bill, only the Slip dates.

The type of invoice you are describing is common when a business is billing a corporate entity and wants to send a more traditional "accounting" type invoice that only shows new charges. They do not want previous balance and payments, which are usually more of a traditional Statement and thus not shown on invoices. Showing prior balances and payments throws off the Accounts Payables clerk at the recipient. They key it wrong into their system and you end up with all sorts of overpayments later. Typically you are looking for something that shows only the "Total Amount of This Invoice," Is that what you are looking for?

As a final option, if you would like, one of the services that I provide is one on one, remote desktop, third party assistance. I can call you and share your desktop and work through it with you. But as I am not a Sage employee, there would be a charge for that.

Hi there. Yes, I did consider doing that but it's a lot of extra work just to do what seems should be a simple thing. As I mentioned in my original post, I am using the most current version of TS and if I use the A/R obeys date range, I can filter out certain transactions (payments) but what is shown as the balance due on the Invoice doesn't mesh with that invoice--if you can follow. For example, say an Invoice total is $100 and we have $50 apply to that from autopayment out of client funds transactions. The bill will not simply come out looking like $100 less $50, total due $50. It will show the actual A/R balance, not the balance due on the Invoice. That's why I use the term "simple invoice". . I have work arounds, one of which you suggested, just wanted to see if after all these years of me using TS, there was some magic secret out there that everyone else was using and that I was not aware of. : )

Hi Nancy. You and I have worked together before and I have presented this issue to you in the past and unfortunately, it appears that TS cannot do what I want it to do. I believe the work around you suggested to me was to export the bill to Excel and then manipulate it that way. Which is fine, most everyone, including myself has a work around that will achieve what I want. As I mentioned to the user above, just wanted to see if there was a legit way to do it within TS. I wish TS would come up with this option.

Which is better, but there is no total due for this invoice. At this point, the EASIEST thing might be to just print to PDF, and use the Add Text option in your PDF editor to add the total manually to explicitly show it to the client.

I'm doing my billing in batches and need to print a simple invoice listing for all bills run and approved on January 10, 2011. I have the list that ran with the bills ( with just the client name and invoice number), but need a listing with the amounts billed and total amount billed as well. I tried the Invoice Listing report, but it does not include every bill that I ran and approved yesterday. I know this must be a simple report, but apparently I'm missing something.

For a report showing the amounts billed on your last billing, you are correct to use the "Invoice Listing" report (under the "A/R Transactions" tab). Make sure you use the date that was printed on the bills, not the date you actually ran the bills. If you need more control over the details on the report, either click on the folder icon for "Open" or simply double-click on the name of the report in the listing of reports available.

For the total amounts owed from your clients, you'll probably want the "Aged A/R Balances" report, in the same section/tab. Again, for finer control over what to include, filter, or sort by, you'll need to Open to get to those settings.

Under Generate Bills, Options, UNcheck Print Bill Summary Worksheet. Save the choice by clicking the little blue diskette on the button bar. (This will make sure that your choice ''sticks' for future bill runs.)

If that didn't work your generate bill report may be "damaged". YOu can delete the generate bill report definition and re-add it. IF you need help with that, a certified consultant or tech support can help.

One other question: Using the invoice listing worked, EXCEPT it only includes bills for clients with current time and/or expense charges and not the bills for clients with only a previous balance. How can I get it to include bills for clients who only have a previous balance?

Thank you, Nancy. I tried this, but get the same thing. When I go to the reprint bills section, all the bills I approved on January 10 are there, but the ones with only previous balances have an Invoice Status of "N/A". Would that have anything to do with it and, if so, what can be done to correct it?

For anyone that's experiencing this issue, I chatted with QuickBooks Support and she did a screen share with me. She told me to try the "old version" of the invoice. (There was a button for this above the top right of the invoice). I switched to the old version, and checked in settings that my progress invoicing was still showing as "ON". Then I went and tried converting an estimate to an invoice and with the old version, there's a field in the middle of each line item in which a dollar amount or percentage can be selected to create an invoice line item that is not 100% of the estimate's line item. This was what I needed. The Support rep didn't have an answer as to why the new version wasn't working correctly, but at least now I can create a 50% progress invoice from my estimate... (using the "old version" of QuickBooks Online Invoicing).

I've followed the steps you've recommended regarding clearing my browser and that hasn't solved my situation: 1) I've gone into Account and Settings and turned "On" the Progress Invoicing feature, Saved my changes, then hit Done. (I've even gone back in and verified that Progress Invoicing still says "On".)

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