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Author Topic: Simple app/method to store contacts & create invoices for same?  (Read 3334 times)

tomos

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I'm trying to help someone who plans to start off own business/self-employed.
He is a very basic computer user (can email, surf, and do basic stuff in word-processor)

Is there one app (remember, simple!) where you can

  • store contact details
  • easily create an invoice for one of the contacts, preferably with selected contact details filled in automatically

~ ideally one would be able to add details of work done to the app & these could also be added to invoice simply
~ ideally the app would be available in a german version

Personally I use InfoQube for this sort of thing but I dont think he'd manage that...
Thanks for any help!

PPLandry

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Re: Simple app/method to store contacts & create invoices for same?
« Reply #1 on: January 27, 2010, 02:34 PM »
If you set it up for him, I'm sure he'll be able to use IQ. I've got customers with very little computer knowledge using IQ on a daily basis.

You set up the fields, grids, forms and HTML templates for printing. If he's already got data (e.g. in Excel), you can do the import. 1 hour basic training and he's good to go and enter/edit data

wraith808

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Re: Simple app/method to store contacts & create invoices for same?
« Reply #2 on: January 27, 2010, 02:46 PM »
I use Billing Boss.  In the words of the gecko, "easy peasy, lemon squeezy".

tomos

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Re: Simple app/method to store contacts & create invoices for same?
« Reply #3 on: January 28, 2010, 02:26 AM »
I use Billing Boss.  In the words of the gecko, "easy peasy, lemon squeezy".
that looks good -
do you know are you also easily able to printout invoices &/or save them locally in some usable format ?


If you set it up for him, I'm sure he'll be able to use IQ. I've got customers with very little computer knowledge using IQ on a daily basis.
Pierre,
maybe we could do the first german version ?! [edit] see below [/edit]
« Last Edit: January 28, 2010, 05:50 AM by tomos »

tomos

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Re: Simple app/method to store contacts & create invoices for same?
« Reply #4 on: January 28, 2010, 05:50 AM »
If you set it up for him, I'm sure he'll be able to use IQ. I've got customers with very little computer knowledge using IQ on a daily basis.
Pierre,
maybe we could do the first german version ?!
[/quote]

ooups, I see it's available in German already  :-[

wraith808

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Re: Simple app/method to store contacts & create invoices for same?
« Reply #5 on: January 28, 2010, 07:59 AM »
I use Billing Boss.  In the words of the gecko, "easy peasy, lemon squeezy".
that looks good -
do you know are you also easily able to printout invoices &/or save them locally in some usable format ?

Was there supposed to be an *if* in there somewhere?  If so, then yes... just e-mail it to the client and copy yourself- it includes a PDF copy.  You can also e-mail it to yourself only I suppose in order to get a copy- I'm not sure if you can get a PDF copy directly from the site.