I used paper invoices for the first year in business. Now I've started to switch over to an all-electric system, but still give out paper invoices upon request.
Square processes credit cards, as we know, but it also gives out invoices and receipts, keeps track of how much you made each month (or rather how much you entered into the virtual register). The only time I get charged is when I swipe a card. I can get paid in cash and check, simply ring it up as such, and not pay a dime. Then I can send a receipt to the customers email (which I already have due to asking for it on the phone), or send an invoice.
Ive found that electric is much easier on my end, when it comes to accounting. I just click print and print a monthly report. It's worked well, and looks better than my handwriting.
The only downfall is that I can't write recommendations on there. Pity. However, I do have the clients email, so I simply shoot them a follow up afterwards. Has worked well so far, but I'm going to keep trying to improve my system.
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Benjamin Sanchez
Professional Piano Services
(805)315-8050
www.professional-piano-services.comBenPianoPro@comcast.net------------------------------
Original Message:
Sent: 08-25-2017 13:56
From: Gary Bruce
Subject: Picking up the check...anything but more Aural Tuning
I don't know about Martin, but we use Gazelle and send an email invoice if the customer wants one. Can print one out and send it as a hard copy, again if the customer wants one.
Gary Bruce
Registered Piano Technician
Original Message------
Martin
If you don't have an invoice, or some other form that shows you did the work and for how much, how do you keep track of the money you made?
I give the customer a copy of my invoice, and keep a copy for myself. I keep them for up to seven years, for no other reason than proof that I did the work, in case the IRS comes calling.
But I also keep them to compare what I write on the invoice for future repair, and what I entered in my database. I've also looked up an old invoice in case I got an address, phone number of e-mail wrong.
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Willem "Wim" Blees, RPT
Mililani, HI 96789
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