Tools to create invoices and estimates

Nowadays it is essential that any self-employed person and entrepreneur not have any program to make their invoices and budgets. That’s why today we bring you the keys to properly choose the best billing program for freelancers.

First of all, when we talk about an invoicing program we are not referring to Excel or a spreadsheet. Something that we already know that many self-employed people and SMEs use. The solutions you are about to see will save costs and improve the efficiency of your business for a monthly cost.

Through these programs we can control invoices, bank transactions, accounting, communication with our clients (CRM), etc.

Although the type of application that we will need to create invoices and estimates has already been decided, it is vitally important to evaluate all the functions offered by each of the applications.

Maybe this is the reason why you are reading this article. But do not think that this software module is only used to create invoices, since thanks to this you will be able to:

• Control sales and purchases
• Manage delivery notes and orders
• Control proposals and budgets.
• Mechanize supplier invoices.
• Customize invoice formats.
• Obtaining reports.
• Send electronic invoices.

There are not many who dare to do the accounting of their business themselves. That is why, thanks to these applications, we have the possibility of facilitating a large part of the work for our advisor. Among the functions to highlight are:

• Automate accounting notes.
• Synchronize notes with the bank.
• Enter expenses easily and automatically.

Many not only sell a product, but also work on projects such as web development or marketing. Thanks to this option, some applications are added with which we can control:

• Hours dedicated to each project
• Expenses assigned by project
• Assign and review pending tasks to each employee
• Know the profitability of the projects

I think we all already know how important it is to maintain fluid communication with both your potential and real clients. CRMs serve exactly to maintain this communication with our clients, you can also perform the following functions:

• Check the budget you sent.
• Control of calls, emails and meetings.
• Design of a sales funnel to learn more about our client.
• Forecast of upcoming projects.

There are a wide variety of programs on the market related to billing and accounting. However, Holded goes one step further as it allows us to manage any area of ​​our company in a simple and very intuitive way.

It is the ideal tool for those entrepreneurs who do not want to get too complicated but without giving up managing their billing and accounting control, which also has a mobile application. This tool has a wide variety of customization options.

This billing program for self-employed companies and consultancies. According to  Quipu , this software allows a saving of 11 hours in terms of business management. In addition, among its functionalities it allows you to have unlimited billing, upload tickets via mobile or e-mail.

Quaderno  is a tool not only focused on creating invoices and budgets, but also simplifies and improves tax management by calculating taxes in real time and centralizing all tax information.

Billage  is a powerful application based on three areas: Billing, project management and CRM. This tool is a solution that is currently used by more than 12,500 freelancers, SMEs and large companies. One of its best-known modules is the automatic ticket capturer with which we will forget about tickets in paper format.

In short, the use of these tools only saves effort and time, however, before starting to use them it is necessary to have basic concepts about the field. But without a doubt the most important thing is to learn to manage our own time and how to focus it on the different projects we are working on. If you are not yet an adept at tidying up, check out the post we made a while ago about  the art of tidying up .