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What methods do you use to track projects and payments? Software?
I have been using a combination of a business planner book, Excel, and Access to track my projects and income. I would like to combine these elements: a calendar with the ability to enter in a project as working (and complete) on specific days; a database of clients' information, and a ledger to track income from completed projects.
Anyone have a streamlined method?
I use Google Apps. They have a calendar that will text you to remind you of appointments. The spreadsheet software is simpler and in many ways more manageable than excel. Its in the cloud so you can access it anywhere where there is an internet connection... and it has an offline mode.
I wrote an article about it here
I have a clients database on an Excel sheet. When I invoice (or see that the client has released funds in Surepay), I enter the client, invoice date and amount. I use ical to send reminder e-mails net 30 days on private clients.
When a payment arrives, I enter the date and the check number or note "Paypal" withdrawl.
It works. Private invoices are saved in a file for reference and to be used as a template on future jobs. Also easy to grab and re-attach to the "reminder" e-mail should things go amiss. Even reliable clients sometimes have billing mistakes!
I use an online service called Freshbooks.com. It's about 200.00 a year, but does everything from time tracking, time sheets for other employees, it will auto email clients you have on a monthly/yearly retainer, it sends auto reminders for late payments at 30/60/90 day net and a lot more.
Definitely worth the investment.
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