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sunshine windows

  • Posts: 2361
Question on invoicing
« on: July 09, 2006, 08:01:07 am »
Does George and WCP have professional looking invoicing templates or do most of you commercial gods make your own.

I have picked up a couple of commercial jobs and am looking to expand into this field on a larger scale once wfp. I want to look like a pro and not just send them something i've knocked up on Word.

Cheers,
Sunshine
To climb mount fuji you must first find a path
(Swindon, Wiltshire)

www.sunshinewindowcleaning.co.uk
www.sunshinesoftwashing.co.uk

Chris Cottrell

  • Posts: 3162
Re: Question on invoicing
« Reply #1 on: July 09, 2006, 10:08:52 am »
I personally use my letterheaded paper and set George to use the offset to allow for the letterhead , I does me fine at the end of the day the only return you need from the invoice is the payment itself.

You also may think on the fact the invoice will probably only be seen by the accounts dept anyway

Chris

sunshine windows

  • Posts: 2361
Re: Question on invoicing
« Reply #2 on: July 09, 2006, 11:13:43 am »
This is the method that i was considering using. My own letter headed paper using a professionally drafted invoice to compliment it. I think it would look far better than the Word typed documents that i'm using at the moment.

However, as you have already stated. It's only going to be seen by the Accounts dept. anyway. So, providing you do give them a good service and do a thorough job, why should they care what your invoices look like.

I'm just being a bit self conscious i guess. So to go back to my original question, i take it George and WCP do offer an invoicing service.

Sunshine
To climb mount fuji you must first find a path
(Swindon, Wiltshire)

www.sunshinewindowcleaning.co.uk
www.sunshinesoftwashing.co.uk

Re: Question on invoicing
« Reply #3 on: July 09, 2006, 11:40:47 am »
I use george for all my invoices but use my own to print off as you can add more because george will only allow you to put one line on.

Paul Coleman

Re: Question on invoicing
« Reply #4 on: July 09, 2006, 12:31:18 pm »
Does George and WCP have professional looking invoicing templates or do most of you commercial gods make your own.

I have picked up a couple of commercial jobs and am looking to expand into this field on a larger scale once wfp. I want to look like a pro and not just send them something i've knocked up on Word.

Cheers,
Sunshine

I use MSWorks for mine.  I have commercial jobs on a database with date, invoice no. etc .  I have set up the word processor for mailmerge from the database to fill in and print the relevant details.  I'm currently in the process of converting my documents to Open Office format as I understand this should be compatible with MS Office.  Even if it isn't, at least I will be spared from the expense and hassle of Microsoft's periodic upgrading merry-go-round as Open Office is a freebie.

ianhannaford

  • Posts: 663
Re: Question on invoicing
« Reply #5 on: July 09, 2006, 11:03:28 pm »
Does George and WCP have professional looking invoicing templates or do most of you commercial gods make your own.

I have picked up a couple of commercial jobs and am looking to expand into this field on a larger scale once wfp. I want to look like a pro and not just send them something i've knocked up on Word.

Cheers,
Sunshine

Hi sunshine,

WCP does have an invoicing and receipt system. I can send you a copy of an invoice if you would like to see what they look like. Our invoice can also be saved and sent via email as well as printed. You can change the header and footer margins should you have letter headed paper that you use.

Let me know if you want anymore info.

Thanks

Ian


Clear Vision

  • Posts: 1908
Re: Question on invoicing
« Reply #6 on: July 10, 2006, 12:17:48 am »
Ian,

You have mail!

Matthew Helliwell
Clear Vision

sunshine windows

  • Posts: 2361
Re: Question on invoicing
« Reply #7 on: July 10, 2006, 04:09:04 pm »
Thanks Ian,

A copy of the invoice would be helpful please.  ;D

Regards,
Sunshine
To climb mount fuji you must first find a path
(Swindon, Wiltshire)

www.sunshinewindowcleaning.co.uk
www.sunshinesoftwashing.co.uk

ianhannaford

  • Posts: 663
Re: Question on invoicing
« Reply #8 on: July 10, 2006, 06:04:43 pm »
Hi sunshine,

I have attached 2 sample invoices rasied from the system on letter headed paper.

Hope they are what your looking for?

Ian

carl stanton

  • Posts: 818
Re: Question on invoicing
« Reply #9 on: July 10, 2006, 07:29:34 pm »
i use wcp and do as ian has shown above, and pre print my logo @ the top and then my contact at the bottem, i have asked a few biz people and they say it looks the job!  8)

JohnL

  • Posts: 723
Re: Question on invoicing
« Reply #10 on: July 10, 2006, 09:31:16 pm »
My goodness!   Somebody has had the temerity to post an actual document on a thread!  WOW!

All I ever see here is 'send me a copy please' multiplied by dozens and dozens.   :)

I have never understood why documents cannot be posted openly on a thread in this forum.

Is there a logical reason?

JohnL
West Somerset. On the edge of the Quantocks and looking at The Exmoor National Park.

ianhannaford

  • Posts: 663
Re: Question on invoicing
« Reply #11 on: July 10, 2006, 09:32:56 pm »
My goodness!   Somebody has had the temerity to post an actual document on a thread!  WOW!

All I ever see here is 'send me a copy please' multiplied by dozens and dozens.   :)

I have never understood why documents cannot be posted openly on a thread in this forum.

Is there a logical reason?

JohnL

I hope not  ;D

carl stanton

  • Posts: 818
Re: Question on invoicing
« Reply #12 on: July 10, 2006, 09:40:37 pm »
short and sweet,  no
but then i remember trying to put a copy of my invoice on hare that i made up in serif page plus, could not do it!
but hay thats me!  ::)

JohnL

  • Posts: 723
Re: Question on invoicing
« Reply #13 on: July 11, 2006, 12:54:25 am »
yes, I use Serif as well and you have to convert inside Serif to another file ie jpeg before you can export it. And if you have your files on seperate layers each layer has to be exported seperately - uuggghhhhh 

Although extremely powerful Serif was a misguided buy due to its non-interoperability with other systems


the original point I was trying to make relates to posts who offer copies of some document they use and invite people to email for a copy. Why cant the document just be posted as a part of the thread.

Going off topic I know but its worth a comment or 2

JohnL
West Somerset. On the edge of the Quantocks and looking at The Exmoor National Park.

Paul Coleman

Re: Question on invoicing
« Reply #14 on: July 11, 2006, 01:20:40 am »
My goodness!   Somebody has had the temerity to post an actual document on a thread!  WOW!

All I ever see here is 'send me a copy please' multiplied by dozens and dozens.   :)

I have never understood why documents cannot be posted openly on a thread in this forum.

Is there a logical reason?

JohnL

At some point in the next few weeks, I intend to post documents on another part of the forum to show how mailmerging can be used to produce letterheads, invoices, mailshots and household window cleaning bills.  I also intend to show how I lay out my spreadsheets and databases - using dummy data of course.  Not trying to detract from the excellent software on here but I suppose that some will prefer to do these things themselves.  Maybe it could be like the software version of Matt's D.I.Y waterfed pole tips.  It will only be the way that I do it - not necessarily the best way for others.

ianhannaford

  • Posts: 663
Re: Question on invoicing
« Reply #15 on: July 11, 2006, 01:41:20 am »
My goodness!   Somebody has had the temerity to post an actual document on a thread!  WOW!

All I ever see here is 'send me a copy please' multiplied by dozens and dozens.   :)

I have never understood why documents cannot be posted openly on a thread in this forum.

Is there a logical reason?

JohnL

At some point in the next few weeks, I intend to post documents on another part of the forum to show how mailmerging can be used to produce letterheads, invoices, mailshots and household window cleaning bills.  I also intend to show how I lay out my spreadsheets and databases - using dummy data of course.  Not trying to detract from the excellent software on here but I suppose that some will prefer to do these things themselves.  Maybe it could be like the software version of Matt's D.I.Y waterfed pole tips.  It will only be the way that I do it - not necessarily the best way for others.

I think that this would be a great help to many users who are computer savvy and have the time to create, maintain and run these kind of documents. Where a system like ours comes in is for people who are not so sure about how to use mail merge and cannot be bothered trying to incorporate new features all the time like PDA integration.

Just out of interest have you tried our software as I would really appreciate your thoughts given that you use a technical based solution already and would have faced similar problems?

Cheers

Ian

Paul Coleman

Re: Question on invoicing
« Reply #16 on: July 11, 2006, 07:49:57 am »
My goodness!   Somebody has had the temerity to post an actual document on a thread!  WOW!

All I ever see here is 'send me a copy please' multiplied by dozens and dozens.   :)

I have never understood why documents cannot be posted openly on a thread in this forum.

Is there a logical reason?

JohnL

At some point in the next few weeks, I intend to post documents on another part of the forum to show how mailmerging can be used to produce letterheads, invoices, mailshots and household window cleaning bills.  I also intend to show how I lay out my spreadsheets and databases - using dummy data of course.  Not trying to detract from the excellent software on here but I suppose that some will prefer to do these things themselves.  Maybe it could be like the software version of Matt's D.I.Y waterfed pole tips.  It will only be the way that I do it - not necessarily the best way for others.

I think that this would be a great help to many users who are computer savvy and have the time to create, maintain and run these kind of documents. Where a system like ours comes in is for people who are not so sure about how to use mail merge and cannot be bothered trying to incorporate new features all the time like PDA integration.

Just out of interest have you tried our software as I would really appreciate your thoughts given that you use a technical based solution already and would have faced similar problems?

Cheers

Ian

I haven't actually tried your software Ian though I did give a trial version of George a spin some while back.  When I first adapted MS Works for my own use, I did so because the packages out there that I knew of either seemed to lack flexibility or seemed like a sledgehammer to crack the proverbial nut.  I hadn't come across this forum at that time.  I ended up trying trial versions of packages that also had such things as stock controls or payroll management.  Such things could get in the way of the stuff that I wanted from a program.  Most window cleaning businesses are sole traders or partnerships that are quite happy to stay that way so packages with the above features were too large and unwieldy and it could be difficult to pick out the bits that were needed for use with a smaller window cleaning operation.  This is not a criticism of the other packages that I tried, as a generic software solution for running a business is inevitably going to contain many parts that a lot of businesses will not use.  Usually, the problem with having a program for a specific industry is that the target audience will be much smaller. This can make it financially unviable to develop such software or mean that the cost of purchasing it is prohibitive.  This is why I loudly applaud what both yourself and George's author have achieved.  You have both developed software that is (a) affordable  (b) will meet the needs of most window cleaning businesses and (c) where it doesn't meet a particular need, you are both prepared to get your heads down and do some more coding.
Not that I'm particularly up on programming but which language do you use for your software development?  I did used to tinker around with the old Basic (á lá Commodore 64) many moons ago with it's inevitable peeks and pokes and even did a few very minor routines in machine code (assembler language if truth be told  :)  ) .  All the continual moving stuff around due to the shortage of registers (and only 8 bit ones at that) meant that it could be time consuming and irritating to do anything worthwhile and I never took the trouble to learn anything too useful.  Also, the built in operating system nicked most of the zero page memory for its own routines as speed was more critical with a clock speed of around 1 or 2 mhz.
Some time later I used Amstrad's Locoscript and had a play with CP/M but I think that language must have been developed for Martians  :)
It was quite funny when I first got a PC with Windows95.  I had bypassed MSDOS and Windows 3.1 completely and never seen them never mind used them.  I switched on the PC with Win95 and I thought that the pictures (desktop icons) were very pretty but wondered how you were supposed to make the computer do anything.  I had never used a system with a mouse before.  I had to phone someone up to ask where I typed in the commands LOL - though I did later become aware that there was a command line of sorts.  Although I dislike some of the "dumbing down" employed on most modern operating systems, I do accept that it was necessary in order to mass market them.  Also, it usually saves a lot of time for the end user.

Paul Coleman

Re: Question on invoicing
« Reply #17 on: July 11, 2006, 08:10:36 am »
Ian.
I haven't looked at your program so you may have already done this.  If so, please ignore this posting.
Something that is usually left out of business software is the "proportional" expense.  This is because usually, an item is a business expense or it isn't.  With smaller businesses there are often expenses that people can only partially offset against their business.
For instance, my van is my only vehicle.  Therefore, I offset a portion (most) of it against income tax and have a portion for private use.  Same with telephone, computer and peripherals.  I'm sure that people will be able to think of other items too.
In the spreadsheet, I overcome this by having a column simply labelled "%" and fill the column with the relevant percentage number as I enter items.  I also have a column called "prop" where the calculation is made.  I have never got around to entering capital items or proportioned capital items separately though.  They just go under "misc"   :)  and get left to the accountant.

ianhannaford

  • Posts: 663
Re: Question on invoicing
« Reply #18 on: July 11, 2006, 09:10:51 am »
Hey Shiner,

Thanks for the post. The language we use to develop the software is the latest offering from Microsoft called C#. Its an object oriented language and provides so many cool features, like the instant updates.

As for the expenses, if this is a requirement then I would be more than happy to add this into the software. Presently you can add your own expense types and assign values (with or without tax). I suppose the biggest problem most people face is knowing what % they can offset? How would this be calculated or are there set figures?

Thanks

Ian

Paul Coleman

Re: Question on invoicing
« Reply #19 on: July 11, 2006, 07:16:40 pm »
Hey Shiner,

Thanks for the post. The language we use to develop the software is the latest offering from Microsoft called C#. Its an object oriented language and provides so many cool features, like the instant updates.

As for the expenses, if this is a requirement then I would be more than happy to add this into the software. Presently you can add your own expense types and assign values (with or without tax). I suppose the biggest problem most people face is knowing what % they can offset? How would this be calculated or are there set figures?

Thanks

Ian
Hi Ian.
Working out the percentages of proportioned items can involve a certain amount of guesswork and can vary from year to year depending on circumstances.  Therefore, you would need to leave this flexible for the end user I feel - if that's possible.
For instance, with telephone calls, when I lived with a family, I offset a much lower portion against tax than I do now I live alone.  This was because they used the phone quite a lot for personal calls.  Similar thing with my van.  When I lived with others, I had a private car as well as a van so it was perfectly legitimate and correct for me to offset 100% of the van against tax.  Now that I run a van only, obviously some of it is used for my personal use so I offset less than 100% against tax (this applies to the capital allowance and the loan interest too).
It can be tricky allocating the correct percentage to an item.  I suppose that, strictly speaking, one should record from the milometer the number of personal and the number of business miles but, more realistically, most people would just make a reasonable estimate and go with that otherwise the burden of paperwork could end up so great we would seldom get around to cleaning any windows  :) .

I've seen some of those object orientated languages.  I had a play with my friend's Visual Basic a few years ago - just for curiosity rather than to do anything useful.  It looked like an excellent innovation.  I assume that C# is something along those lines?  I've not heard of C#.  I've heard of C+ and C++ but not C#.