How do I set my invoice due date?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] The due date of an invoice can be set during the invoice creation by choosing the payment terms, labeled ‘Terms’ on the invoice creation page. The options available for selection are, Net 15 – Due 15 days from the invoice date. Net 30 – Due 30 days from Invoice date. Net 45 – Due 45 days from Invoice date. Net 60 – Due 60 days from Invoice date. ‘Due on receipt’ – Selecting this implies that the invoice is due on the same day as it is received. Custom – Customize the ‘due date’ by selecting the specific date from the calendar. ‘New term’ – Use this to create a new due date by specifying a duration of your choice (eg: Net 120 – Invoice due 120 days from date of creation). [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How can I import and export invoice payments? Not just Invoice payments, you can import and export any data into and out of Zoho Invoice. To Import Invoice Payments, Go to Payments Received. Click on the Import Payments option from the Actions dropdown. You will be directed to another page where the data you wish to be imported needs to be uploaded. Data can be uploaded as a CSV (Comma Separated Value) or TSV (Tab Separated Value) file from your hard drive. Also, select the character encoding based on your import file and click on Next. How can I record a refund for advance payments I’ve received? To Export follow similar steps to importing, Click on the Export Payment option from the Actions dropdown. A pop-up will appear with Invoice Payments already selected as the entity. Pick a format in which it needs to be exported to your hard drive. CSV or XLS. Click on Export [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How can I adjust my invoice total to include shipping charges and miscellaneous adjustments? Any miscellaneous amount you may want to associate with your estimates or invoices can be added as ‘Adjustments’. The amount entered as the adjustment is added to the invoice total. The ‘Adjustments’ field is displayed right at the bottom of the estimate/invoice creation page. While entering the invoice creation page for the first time, you will be asked to enable this. In case you miss it, you can do it later by following the below-mentioned steps: Go to Settings and choose Preferences > General. Scroll down to the section titled Select any additional charges you’d like to add and check the boxes Adjustments and/or on Shipping charges to include these on your estimates and invoices. Hit the Save button when you’re done. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I send out customized reminders for my invoice payments? Zoho Invoice offers both automatic and manual reminders, 1) Automatic reminders can be enabled automatically by going to Settings – Reminders. Go to Automated Reminders and click ‘Turn On’. Up to 30 automatic reminders can be enabled, with an option to remind both the customer and yourself that the due date for payment is approaching/has passed a certain number of days. They are automatically sent out on the set reminder dates. 2) Manual reminders are available for overdue and sent invoices. To send manual reminders out, first, you need to enable and configure them. To do this, Go to Settings – Reminders. Go to the ‘Manual Reminders’ section. You can configure the reminder text to suit the message you want to convey. Save the reminder. To send a manual reminder out, go to the invoice on which payment is due. Click More – Send Reminder. Best Zaps to Create when Using Invoicing Software [/et_pb_text][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreHow can I record a refund for advance payments I’ve received?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Advance payments can be recorded either as an invoice payment or a credit note and both are displayed as unused credits on the contact details page. Both can be applied to invoices and credit notes can be refunded. To refund the excess invoice payment, You will need to first raise a credit note(/invoice/kb/credits/use-credit-note.html) for the excess payment. Later, click on that credit note and select Refund by clicking on the More button. You can check the bottom of the same page to view the refund history [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I receive payments online? Zoho Invoice supports several online payment gateways that make it easy for you to receive your payments in an instant. When you send out an invoice to your customer, simply enable the payment modes of your choice under the Payment Options field as shown below. [/et_pb_text][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] I have configured payment gateways under my settings, but they’re not working for me. Ensure you’ve followed the following two steps to receive online payments from your customers. 1) Include the payment gateway in your invoice – At the time of creating the invoice, select the payment gateway you have set up. You can do this in the ‘Payment Option’ section. 2) Ensure the placeholders are placed in the notification email – Check for the payment link URL in the notification email you send to your customer. If the payment link is not included, then you can add it by following the steps below: Go to Settings – Email templates – Invoice Notification. Click on the Show Mail Content option and tap on Insert placeholders – Online payment. Select Set this to default if you would like to save that template as your default template. Hit on the Save button to save the changes made.Best Zaps to Create when Using Invoicing Software [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] How do I add or delete a payment mode? To set a payment mode, kindly follow the below-mentioned steps: Open the Contacts tab and select a customer Click on New Transaction and select Invoice Payment. You can select the payment modes from the Payment Mode drop down. You can also add your own payment mode by clicking +Configure Payment Mode. To delete a payment mode, kindly follow the below mentioned steps: Click on the Payment Mode drop down and select +Configure Payment Mode. Hover over the options provided and a X symbol will be visible next to the option. Click on the symbol to remove the particular payment mode. Click on Save. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
Read MoreBest Zaps to Create when Using Invoicing Software
[et_pb_section fb_built="1" _builder_version="4.9.3" _module_preset="default"][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column type="4_4" _builder_version="4.9.3" _module_preset="default"][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/07/e-invoicing-1280x720-1.jpg" _builder_version="4.9.3" _module_preset="default" alt=" invoicing software" title_text="e-invoicing-1280x720" hover_enabled="0" sticky_enabled="0"][/et_pb_image][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]By integrating ClickSend with your favourite small business account software via Zapier you can do some seriously cool things, like: Send your customers an SMS alongside their invoice being emailed Send automated invoice reminder messages by SMS Automatically get hard copies of your invoices printed and posted alongside them being emailed, or later as a reminder If your customers get your invoice by email plus in the post with an SMS alerting them to this how they can ever say ‘I never got that invoice’. With integration you can seamlessly increase invoice distribution, maximise on-time payment and cut hours chasing down late payments. This can all be done without having to code custom integrations, using an online automation tool like Zapier. Automation tools open a whole new world of productivity, where you can integrate two of your chosen applications to combine and do even more for you. You choose the trigger action from one application to fire an event in the other application – in Zapier this is called a zap. There’s no need for coding or to engage your developers; you can have your zaps up and running in a few clicks. Okay, let’s walk through integrating ClickSend into your small business accounting software using Zapier. We’re going to use InvoiceBerry in this example but the process is the same for others (Xero, Myob etc). Things you need for this: A ClickSend account, set up in minutes A Zapier account, set up in minutes And obviously small business accounting software, InvoiceBerry in this instance [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png" alt="How can I convert an estimate into an invoice?" title_text="Zoho Invoice - a one-stop solution to all your invoicing requirements" url="https://go.zoho.com/KwD" url_new_window="on" align="center" _builder_version="4.9.3" _module_preset="default"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column type="4_4" _builder_version="4.9.3" _module_preset="default"][et_pb_text _builder_version="4.9.3" _module_preset="default"]Integration on Zapier To get started, create an account on Zapier.com. Once logged in, you can Make a Zap! 1. When this happens…. Search for your small business accounting software, InvoiceBerry for us, and trigger action – choose from; new client, new expense, new invoice, new credit note, new item or new quote. We’ll go for new invoice so when a new invoice is created it triggers an SMS. If it’s your first time using Zapier with InvoiceBerry you just need to allow Zapier to access your InvoiceBerry account. This is easily done via the API key and password provided by InvoiceBerry under Settings. 2. Send SMS in ClickSend SMS…. Action events you can choose to be triggered are Send SMS, Send Fax, Send SMS to Contact List, Send Voice, Send MMS, Create Contact, Send Post Letter, Create Contact List, Delete Contact, Delete Contact List or Send Postcard. We’re going to Send SMS. Then customise your SMS and turn on your Zap. And that’s pretty much it. No APIs, no developers – easy-peasy. Zaps to Automate Invoice Sending Email your invoices straight from InvoiceBerry upon creation, or choose other delivery methods depending on your customers. You can also follow up using a different medium. Letter Integration Do your clients prefer to have physical documents rather than receive them by email? No problems. Integrate the ClickSend Online Post with InvoiceBerry and have documents printed, folded, inserted into envelopes, stamped and posted automatically. No need to worry about printers, paper and envelopes, trips to the post office – integrate the ClickSend letter service and have your invoices mailed effortlessly. Set and forget your invoice mailing; simply create a zap that tees up ‘new invoice’ from InvoiceBerry with the ‘send post letter’ action in ClickSend. Fax Integration Still, have clients who rely on fax? There are many industries where fax is the preferred method of sending and receiving important documents, like legal, healthcare and government. Not to worry, with ClickSend you are covered – no need to own a fax machine. Connect your invoicing creation software to the ClickSend fax gateway using Zapier and have your invoice sent as a fax the instant it’s created.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_video src="https://youtu.be/4g9T20wRdio" _builder_version="4.9.3" _module_preset="default"][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column type="4_4" _builder_version="4.9.3" _module_preset="default"][et_pb_text _builder_version="4.9.3" _module_preset="default"]Zap to Get Payments Faster If you’ve ever had to oversee invoicing, be it in a company accounts team, as a freelancer or a small business owner, chances are chasing up receivables is one of your least favourite tasks. No one likes calling clients to ask for money. Cut down on the payment chasing, while ensuring you get paid on time using automated communications. Here’s how. SMS Notifications and Reminders Add time delays and conditional filters to choose who you send communications to and when. Besides sending an SMS alert automatically when an invoice is generated, as shown above, you can follow up with another SMS as a gentle reminder a day or two before the invoice is due to encourage on-time payments. All automated. To access filters and time delays, click the plus sign in between the blocks: Combining your automations with conditional logic and time delays, there are endless ways to create the best experience for your clients. Should you want to send a letter, postcard, fax or text-to-voice call to remind your clients of their outstanding invoices, it’s up to you. Your clients will be unable to say they ‘forgot’ to pay you if you are continually in contact. Or you can even use ClickSend to thank your clients for punctual payments with a beautifully printed postcard; printed and posted right from the ClickSend cloud printer. Zaps for Contact Management Ever need to send important notifications to your clients? For example, you might need to alert them to new payment terms, ways to pay, pricing changes or additions to your product range. Instead of laboriously exporting and importing contact details, simply zap to have each new client in InvoiceBerry added to a contact list in ClickSend. That way, when you want to send all clients an SMS or email broadcast, your contacts are all in one place and you won’t need to waste time with lists and Read MoreКто такие Быки и Медведи в трейдинге Как зарабатывают Медведи на бирже в 2024
Компания не предоставляет услуги открытия bcs forex счетов, торговли на финансовых рынках и прочих лицензионных услуг. Прохождение обучения не гарантирует получение прибыли на финансовых рынках. Последняя фаза, как правило, приводит к боковому движению цен. После полного цикла падения медвежий рынок постепенно сменяется бычьим. Другая стратегия — ротация секторов, она помогает оптимизировать доходность, перемещая капитал между разными секторами. Диверсификация помогает снизить влияние негативных событий в трейдинге через распределение инвестиций по разным ставки на теннис классам активов. Перегретый рынок опасен тем, что может внезапно рухнуть, когда инвесторы поймут, что цены на активы раздуты, и начнут массово продавать их. Жаргонные слова характеризуют поведение участника биржевой торговли. Поэтому, когда всё идёт не по плану, многие пытаются спасти свои капиталы, покупая золото. Он может сопровождаться откатами и коррекциями, что предоставляет дополнительные возможности для заработка. Политика правительств и реализация масштабных инфраструктурных проектов, бесспорно, способствует оптимизму. Какой рынок сильнее: бычий или медвежий? Бык покупает по более низкой цене, а продает по более высокой. Бычий и медвежий рынок – это длительный рост или падение рынка. Во время роста преобладают оптимистически настроенные покупатели. Когда в большинстве своем инвесторы перестают верить в инструмент – они его продают, тем самым вызывая “медвежий” тренд. Что такое бычий рынок Что означают необычные для биржи термины, откуда появились и в чем различие — расскажем просто и понятно. В XVII веке основным развлечением брокеров в Англии были соревнования быков и медведей. «Медведи» стали символом трейдеров, играющих на понижение, а «быки» — на повышение. Что делать инвестору во время смены тренда Вот по такой схеме и действуют «медведи» в трейдинге. Максимальную маржу можно получить, точно предсказав верхнюю и нижнюю точки медвежьего рынка. Выгодными для этого типа трейдеров могут быть разные неблагоприятные ситуации. Примерами их служат экономические кризисы, эпидемии, войны. Кроме масштабных факторов, сыграть на руку медведям могут скандалы вокруг компании-эмитента, смена гендиректора, провал продажи нового продукта и т. Но «деревья не растут до небес», в какой-то момент цена становится слишком высокой. Быки и медведи на бирже: что это такое, в чем разница, принцип работы Это случается, когда на рынке преобладает оптимизм и спекуляции. Перегретый рынок опасен что такое киви тем, что может внезапно рухнуть, когда инвесторы поймут, что цены на активы раздуты, и начнут массово продавать их. На медвежьем рынке инвесторы стремятся в первую очередь сохранить капитал и уменьшить потери. Для этого они могут вкладываться в дивидендные акции и государственные ценные бумаги, диверсифицировать портфель или играть на понижение. На самом деле эти термины обозначают короткую и длинную позиции в трейдинге, или, говоря иначе – покупку и продажу торговых инструментов. Но иногда преобладает так называемый медвежий тренд, и в этом случае формируется типичный медвежий рынок. «Хозяин тайги» всех, кто слабее — пригвождает лапами к земле — и потому медвежий тренд означает как раз неуклонное падение котировок, их проседание. Преобладание медвежего тренда долгое время зачастую даже считается предвестником серьезных экономических потрясений. Медведи и быки на бирже – два диаметрально противоположных понятия. Говоря про бычий рынок, нетрудно понять, что это ситуация, когда среди игроков преобладает оптимистичный настрой. Разделение на быков и медведей на фондовой бирже довольно условное. Работая на рынке, нигде не нужно указывать, к какой категории относится инвестор. Покупать акции на минимумах и продавать на максимумах не всегда возможно, поэтому бык может стать медведем, и наоборот. Во время бычьего рынка инвесторов так окрыляет постоянный рост, что их бдительность падает, они начинают игнорировать угрозы и вкладываются в более рискованные активы.
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Top 7 Best Invoicing Software for Freelancers
Table of Contents Introduction When it comes to running a successful business, invoicing plays a crucial role in keeping your finances on track. To get paid for your services or products, you need to have an efficient invoicing system in place. That’s where invoicing software comes in. Invoicing software is designed to streamline and simplify the invoicing process, making it easier for businesses to generate and send invoices to their clients. Not only does it save time, but it also helps to ensure accuracy and professionalism in your billing. With so many invoicing software options available on the market, it can be overwhelming to choose the best one for your business. That’s why it’s important to carefully consider your needs and requirements before making a decision. When selecting the best invoicing software for your business, there are a few key criteria to keep in mind. First and foremost, the software should be user-friendly, with a simple and intuitive interface. It should also be feature-rich, offering important functionalities such as customizable templates, automatic invoicing, and expense tracking. Another important factor to consider is the software’s compatibility with mobile devices. In today’s fast-paced world, being able to create and send invoices on the go is essential for many businesses. Therefore, it’s crucial to choose software that has strong mobile apps and supports various communication channels, such as SMS and mobile apps. In this article, we will provide an overview of the top 7 invoicing software options for small businesses. We will discuss the key features and pricing of each software, helping you make an informed decision based on your specific needs and budget. So, let’s dive in and explore the best invoicing software options available! FreshBooks FreshBooks is an invoicing and bookkeeping solution that is best suited for small businesses. It offers three pricing tiers to cater to different needs and budgets. The Lite plan is perfect for freelancers and micro businesses with a small number of customers who require invoicing without the need for accounting features. With FreshBooks, users can send unlimited invoices and estimates to their customers. The software is known for its excellent customer service and has received mostly positive reviews from its users. However, businesses with multiple users may not find FreshBooks suitable, as each plan only supports one user. FreshBooks is designed to be user-friendly, with a simple and intuitive interface. It offers customizable templates, automatic invoicing, and expense tracking as key features. The software also supports mobile devices, allowing users to create and send invoices on the go. It has strong mobile apps and supports various communication channels, such as SMS and mobile apps. Overall, FreshBooks is a reliable invoicing software option for small businesses looking for an all-in-one solution. It offers the necessary features to streamline the invoicing process and ensure accuracy and professionalism in billing. Square Invoices Overview of Square Invoices: Square Invoices is an invoicing tool offered by Square, designed to provide an easy and efficient way for product-based businesses to send invoices. It is a great solution for businesses that need to send invoices on the go. Target users and suitability for product-based businesses: Square Invoices is best suited for small and medium-sized product-based businesses. It provides a simple and convenient way to create and send invoices, making it ideal for businesses that frequently need to bill their customers for products. Key features and benefits: Pricing and limitations: As mentioned earlier, Square Invoices is free to send invoices. However, it’s worth noting that Square charges a transaction fee of 2.9% + $0.30 per invoice when your customer pays online. If your customer pays in person, there is no transaction fee. While Square Invoices is a great option for product-based businesses, it may not be suitable for service-based or project-based businesses due to a lack of project management features and advanced invoicing capabilities. Overall, Square Invoices provides a user-friendly and cost-effective solution for product-based businesses that need to send invoices. Its mobile-friendly features and seamless integration with Square make it a convenient choice for businesses on the go. Invoice2go When it comes to mobile invoicing, Invoice2go is an excellent option for small businesses. This software is specifically designed to simplify the process of sending invoices and getting paid through your smartphone. With Invoice2go, you can create professional and customized invoices on the go, thanks to its strong Android and iPhone apps. This means that you can easily send invoices to your clients from anywhere, anytime. The key features of Invoice2go include customizable templates, which allow you to add your logo and personalize your invoices. This helps to maintain a professional and cohesive brand image for your business. Invoice2go also offers multiple communication channels for sending invoices, such as SMS and mobile apps. This ensures that your clients receive their invoices in a timely manner and can easily make payments. One limitation of Invoice2go is that it primarily focuses on invoicing and does not offer advanced bookkeeping features. If you require more extensive bookkeeping capabilities, such as inventory tracking or comprehensive financial reporting, you may need to consider alternative software options. However, if your main priority is mobile invoicing and you are looking for a user-friendly and efficient solution, Invoice2go is a great choice. Its strong mobile apps and customizable templates make it easy to create and send professional invoices on the go. Zoho Invoice When it comes to invoicing software, Zoho Invoice is a top choice for small businesses. It offers a wide range of features and functionalities that can help streamline your invoicing process and improve efficiency in your billing. With Zoho Invoice, you get a comprehensive overview of your invoicing needs. You can easily generate and send professional-looking invoices to your clients with customizable templates. This allows you to add your logo, customize the layout, and personalize the content of your invoices. One of the strong features of Zoho Invoice is its international invoicing capabilities. It supports multiple currencies and allows you to create invoices in different languages. This is
Read MoreHow the Right Time Tracking Tool Can Keep Your Business Ticking
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] When you are a freelancer, you are your own boss — no one tells you what to do and when to do it. This may sound alluring, but there are downsides too. Even though you have the freedom to set your own work schedule, you still have to figure out how to manage your time effectively. If you don’t, your productivity can drop drastically, which affects your profits. This is where time tracking comes in. This article helps you understand the benefits of time tracking and choose the right tool to keep your freelance work on track. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Let’s look at some of the reasons why you should track your time. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/07/WhatsApp-Image-2021-07-09-at-15.34.12.jpeg” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Reason #1: Time tracking helps you plan better. As a freelancer, you don’t always know how many projects will come your way at any given time. Sure, you can decide that you’ll take on new projects only when you are free. But what if you know that a particular project would be a great addition to your portfolio? Is it worth taking it on even if you’re already busy? Time tracking would help you figure out how much time you are spending on your current projects and whether you can make adjustments to accommodate a new project. Reason #2: Time tracking allows you to bill accurately. When you have multiple clients and tight deadlines, it’s easy to forget exactly how much time you’ve spent on each project. This means that when it’s time to bill your clients, you need to do some guessing. You probably already know that’s not the best approach because it can lead to either underbilling or overbilling your clients. When you underbill, you don’t get compensated fairly for the long hours and hard work that you’ve put in. When you overbill, clients feel like they got a bad deal, which will hurt your future business opportunities with them. What is Online Visibility? Tracking time will allow you to capture the exact hours you’ve worked and make sure you get paid what you’re worth. It also ensures that your clients get billed fairly. And if a client ever does dispute your hourly billing, your time record is there to back you up. Reason #3: Time tracking helps you set the right expectations for future projects. For service-based projects, clients typically ask for a rough estimate of the time it will take to complete the project and what it will cost them overall. Chances are, you’ve done this for projects in the past. When you keep a log of the hours you spend on your projects, it can serve as a good reference point to help you provide an accurate estimate of the time and cost for new projects. This not only prevents you from overcommitting and burdening yourself with a workload you can’t manage but also helps you set the right expectations for your clients. [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] What is the best way to track time? There are many ways to track your time. Many freelancers take the simple approach and use a stopwatch, then capture their hours on paper or in a spreadsheet. The problem with this approach is scalability. When you have dozens of projects and clients, it is easy to lose track of details like which time entry belongs to which project or which time entries you have already invoiced. Besides, this system requires updates in multiple places and a lot of manual effort. The best way to log time is to use an effective, online time tracking and billing system that allows you to do everything you need: * Track time the way you prefer. A good time tracking system gives you the option to either start a timer when you start work or log time manually for tasks that you’ve finished. It’s best if you have the option to capture time entries from any device, like a smartphone, laptop, or smartwatch. * Bill without any data entry. The best time tracking system will reduce manual work for you. When it’s time to bill your clients, you should be able to pull all your billable hours into an invoice automatically. If you have any expenses that need to be billed to the client, you should be able to add them to the invoice too. * Set budgets based on hours or project costs. If your clients give you a budget — based on either cost or time — within which you are expected to complete the project, you should be able to plug it into your software and track how close you’re getting to that limit. * Get a bird’s-eye-view of your projects. An effective time tracking system shows you how all your projects are progressing. You should be able to compare budgeted and logged hours for any project, and easily see how many hours have yet to be billed. * Share your progress with your clients. Clients appreciate transparency. If you want to show them how their projects are progressing, you need to have an easy way to share your project details. The best time tracking system will allow you to share project details automatically through a client self-service portal. [/et_pb_text][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_section]
Read MoreManage Accounts Receivable remotely using an online invoicing tool
[et_pb_section fb_built="1" _builder_version="4.9.3" _module_preset="default"][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]Remote work has been steadily on the rise over the past decade. Recent research by GetApp found that remote work nearly quadrupled over the past 10 years. With added impetus from the COVID-19 situation, remote work has become the new normal for many workers. This shift may be here to stay—a recent survey by Gartner found that 74% of CFOs intend to shift some employees to remote work permanently.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]As a business owner, your primary concern about remote work may be the productivity of your employees. The good news is that there’s a lot you can do to help them be productive. If you put the proper tools in place to allow them to carry out their usual tasks efficiently while working remotely, they’re more likely to show the kind of productivity you’re looking for. This is especially true for Accounts Receivable, which is an area where many businesses end up using Excel for invoicing. A 2017 article by Small Business Trends revealed that a whopping 69 percent of small businesses trust spreadsheets to track their invoices and spending. The reasons are obvious—Excel is good with numbers. Calculations are easy, and it’s simple to manually correct small errors like an item value that’s entered wrongly. But for an invoicing team to function remotely, it needs more than a tool that can calculate. Team members need to be able to send estimates and invoices, collect payments, share insights and information easily, and most of all, stay up to date. This is where spreadsheets tend to fail, and where online invoicing tools can help. In this article, we’ll look at the different aspects of the invoicing process and how online invoicing tools offer an edge over Excel for remote work.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]1. Collaboration In a traditional office setting, a lot of information gets exchanged during face-to-face interactions. Since this is out of the question with remote work, it’s important to ensure that your team members are still able to collaborate and keep the show running. Shared notes: If messages regarding financial transactions are exchanged via collaboration tools like a chat group or email thread, it means they are not linked with the corresponding transactions. As a result, your team members have to go back and forth between their messages and their invoicing tasks to get the right information. Since online invoicing tools are designed for a multi-user environment, they allow your team members to communicate in a space that’s connected to the work they’re doing. Users can record important details regarding invoices or estimates as comments that can be viewed by other users in the organization. Shared access: With Excel, it’s challenging to provide your team members with access to the information they need, while maintaining the security of sensitive financial information. Online invoicing tools, on the other hand, allow you to give users specific role-based access—you can define what they can and cannot view or modify. Shared reports: Collaboration is not just about conversations—it’s also about making sure everyone is in the loop. Online invoicing tools allow you to schedule sales and other reports to be automatically emailed to your team members. This helps them stay up-to-date on the team’s activities, wherever they are.[/et_pb_text][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" button_border_radius="22px" button_use_icon="off" filter_saturate="74%" button_text_shadow_style="preset2" box_shadow_style="preset3"][/et_pb_button][et_pb_image src="https://blog.gotmenow.com/wp-content/uploads/2021/07/WhatsApp-Image-2021-07-09-at-11.04.45.jpeg" _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]2. Organization If your company does invoices in Excel, each invoice has to be created in a separate file for recordkeeping and sending to the customer. Organizing separate files for each invoice means a lot of nested folders, which makes it hard to find the individual files later. A better solution would be a central repository where all the invoices are stored, searchable, and available for your team members whenever they’re needed. Online invoicing tools provide this setup by default—since they are cloud-based, all the transactions are saved on secure servers, and team members with permission to access them can find and view them instantaneously.[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]3. Keeping track of invoice numbers Accidentally duplicating invoice numbers can cause a huge and possibly expensive headache for your company. Besides making it difficult to match up incoming payments, it can also cause confusion during the end of the fiscal year and tax season. Keeping track of invoice numbers becomes more challenging during remote work when employees are working less closely with each other. You can avoid duplication by assigning number batches to different staff, but that requires an extra layer of manual coordination, and it makes it more likely that you’ll have gaps in your invoice numbers (which in turn makes it harder to check for duplicates). Online invoicing tools eliminate this problem by centralizing the invoice numbering system. Once you set up how you want the invoices to be numbered, the application ensures that all your invoice numbers are unique and continuous, even if multiple users are creating invoices concurrently. This eliminates gaps and duplicates, making it easy for you to find and match transactions.[/et_pb_text][et_pb_button button_url="https://go.zoho.com/KwD" url_new_window="on" button_text="Access Free Invoicing Software" button_alignment="center" _builder_version="4.9.3" _module_preset="default" custom_button="on" button_text_color="#FFFFFF" button_bg_color="#0C71C3" button_border_width="0px" button_border_radius="22px" button_use_icon="off" filter_saturate="74%" button_text_shadow_style="preset2" box_shadow_style="preset3"][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.9.3" _module_preset="default"][et_pb_column _builder_version="4.9.3" _module_preset="default" type="4_4"][et_pb_video src="https://youtu.be/4g9T20wRdio" _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"][/et_pb_video][et_pb_text _builder_version="4.9.3" _module_preset="default" hover_enabled="0" sticky_enabled="0"]4. Errors in transactions Excel, as good as it is for calculation, can’t keep track of your customers and items. When you create invoices in a spreadsheet, these details are mostly copied from other sources, like emails or previous transactions. It’s easy for errors to happen during this copy-paste process, especially if you have a high volume of invoices. If you find one mistake, you can advise your team members to be more careful. But if you see these errors happening often, maybe it’s time to question the tool! Online invoicing tools give you the option to save your customer Read MoreWhat is Online Visibility?
[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”3px|||||”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”4px|||||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] What is it, and why is it crucial to your business? Is there an online presence for your company or the company for which you work, such as a website or a Facebook page? Then we’re sure you’ve heard of web traffic and the value of having a strong online presence. But what precisely is it? What’s more, how can you get results from your online visibility? What is the definition of online visibility? The visibility of your online channels on the internet, such as in Google’s search engine, is referred to as online visibility. This draws web traffic to your channels and attracts online visitors. Consider the following question: “How can I persuade people to visit my website?” ‘By ensuring that my audience can simply access my website,’ is one possible response to this question. This discoverability is aided by online visibility on various platforms, such as search engines and social media. As a result, organic traffic has increased. [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/07/WhatsApp-Image-2021-07-08-at-12.58.33-2.jpeg” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] What is organic traffic, and what does it mean? Organic traffic refers to visitors who arrive at your site without using paid advertising. Other options include using search engines, directly entering in the address, or posting on social media. For example, your website will rise in the search engine results page if you create content that Google believes to be a good answer to the user’s question. More visitors will notice and click on your page as a result of this. Organic traffic refers to the users who are currently on the page. And that’s exactly what you want: long-term and unforced growth. [/et_pb_text][et_pb_video src=”https://www.youtube.com/watch?v=iKRv96ejBxk” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] What is the significance of online visibility? There are various reasons why having a strong online visibility is critical: It increases the amount of traffic on the internet. Without online visibility, your audience will be unable to locate you if they haven’t already done so. As a result, there will be no or very little web traffic. It’s a long-term, long-lasting investment. Users will come to your website because of the high-quality content rather than because of sponsored advertisements. It can assist you in achieving your business objectives. You can attain your business objectives if you can activate your online visitors. Manage Accounts remotely using an online invoicing tool [/et_pb_text][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/07/WhatsApp-Image-2021-07-08-at-12.58.33-1-2.jpeg” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] Online visibility is the first step toward acquiring online traffic since it makes your online channels discoverable. Users can be activated by content that triggers and stimulates them. This is a critical step toward achieving your objectives. Lead generation to boost revenue is an example of a goal you can attain with internet presence. And, while it may seem self-evident, we can’t stress it enough: if you don’t draw visitors, you’re unlikely to attract success. That’s not what you want, is it? [/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”] What methods do you use to boost your web visibility? It’s time to get down to business. What can you do to boost your online visibility? We’ll give you some pointers on how to seize the spotlight. But first, there are a few fundamental concepts to remember when developing a good, data-driven strategy: Know your audience and where they like to hang out. To put it another way, which channels are best for reaching your target audience? Keep up with the latest web trends to stay current. You’ll always know what to change and how to alter to stay prominent online this manner. Keep an eye on what your competitors are up to. Use it as a model and then improve on it! How do you maintain your visibility? There’s a distinction to be made between getting visible on the internet and remaining visible on the internet. To stay visible, you must do the following on a regular basis: Keep an eye on your online performance. Make your content more optimised. Keep an eye on what’s going on in the market. That’s how you remain ahead of the competition while also keeping your brand accessible online. [/et_pb_text][et_pb_post_slider include_categories=”all” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_post_slider][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]
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