Business Structure Guidance Series: INVOICING

Welcome to our second post in our Business Structures Series. We share practices we implement in our own business in hopes of facilitating dialogue with other creative, conscious community of entrepreneurs like you. If inspired, please comment with any questions or additional advice you would like to share on the topic.

Is there an invoicing program that you recommend?

We currently invoice our clients using Quickbooks since this is the program our bookkeeper uses. They usually offer a free trial.

Some other programs we’ve previously explored for creating invoices + receiving payments included: PayPal and Square. Square is great because it’s both an app (on your phone/device) and has a desktop/browser version. You can add products (create “items” of your services, with full descriptions, photos, etc to provide lots of info for customers–both pre and post-sales) which are easy to use for billing someone in person as well as online (you can have an online “market” page that serves as a shop.

If you offer a program or services with recurring payments and would like these to happen automatically, we recommend MoonClerk. In addition to the standard transaction fee (2.9% + $0.30), they charge an additional monthly fee based on your total monthly income processed: ($15/mo for total under $2K, $30/mo for total between $2-4K, and so on) but, all in all, their service is very user-friendly (as an account holder and as a customer), their forms look great (can match your brand) and are linkable, mobile-friendly and highly customizable.

What is your favorite invoicing program? What is your top invoicing tip? Please leave a comment below.

I like Harvest App for time tracking and invoicing! ~Aluna Verse, We Dream Design