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Working from Home: How Do I Start?

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Billing?

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  7280.1
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  Oct-28 9:52 pm

How often do you bill customers/clients? Do you have a particular program that you use or do you create your own invoices?

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Billing?

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  7280.2 in response to 7280.1
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  indexlady  Member Icon
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  Oct-29 9:29 pm

I just bill them when I can cope with doing it. Ha!

I have a WordPerfect document that I treat as a template, then save as PDF, which is my clients' preferred format. The information is more important than the layout, and I'm consistent with each invoice, so they know what to expect.

I did a temp job many years ago, and consistency of format for each vendor was more important than prettiness. I quickly learned to where to look for information from each vendor, since all their invoices were different.

My bigger issue used tp be tracking my invoices, but I refuse to buy a piece of invoicing software for that. I finally created a table in a document that I update at certain "trigger" times: when a check arrives, when I invoice, or when my checklist reminder comes up. That way, nothing gets left behind.

 

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Billing?

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  7280.3 in response to 7280.2
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  indexlady  Member Icon
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  Nov-1 8:40 pm

Thanks for sharing your system with us indexlady. For some reason it's something that I let fall to the back of my to do list even though it's so important.
I have been a bit better about it lately because I am forcing myself to do it :)

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