| Pages in topic: < [1 2 3] > | Poll: Do you use invoicing software? Thread poster: ProZ.com Staff
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| We have official online invoicing in Chile | Oct 22, 2008 |
This makes things simple, as you can issue invoices based on previously used data. Moreover, this service saves you a lot of time and money, as you do not need an accountant -all your records are available online and invoices are emailed to clients directly by the IRS. At year end, your tax return report is ready for you to check and accept
For foreign clients, a single template is enough if you have an orderly client... See more This makes things simple, as you can issue invoices based on previously used data. Moreover, this service saves you a lot of time and money, as you do not need an accountant -all your records are available online and invoices are emailed to clients directly by the IRS. At year end, your tax return report is ready for you to check and accept
For foreign clients, a single template is enough if you have an orderly client database.
Cheers! ▲ Collapse
| | | | | The same case in Costa Rica | Oct 22, 2008 |
Juan Jacob wrote:
One MUST have official invoices, printed by authorized printers. These are valid for 2 years. Then, you must ask for others.
One can't, no way, print his own invoices.
One must be registered at the Costa Rican internal revenue service and issue official invoices. Only authorized printers can be used to print invoices; no computer-printed scan is official.
What I do is to issue an original invoice, scan it and then send the original to the client, if they need it for accounting purposes.
| | | | Reed James
Chile
Local time: 11:18
Member (2005)
Spanish to English
| Boletas electrónicas | Oct 22, 2008 |
María Eugenia,
Are you talking about "boletas electrónicas" from "Servicio de Impuestos Internos?" If so, I would have to disagree with your labeling them as "invoices". Instead, I would call them "tax receipts" for lack of a standard term. An invoice is more like a statement with all relevant information about the services rendered by the translator.
A boleta just states the gross and net amounts and tax withheld, with a small area for describing the services rendered.
María Eugenia Wachtendorff wrote: This makes things simple, as you can issue invoices based on previously used data. Moreover, this service saves you a lot of time and money, as you do not need an accountant -all your records are available online and invoices are emailed to clients directly by the IRS. At year end, your tax return report is ready for you to check and accept For foreign clients, a single template is enough if you have an orderly client database. Cheers!
| | | | | 1 minute per invoice? Hrm... | Oct 22, 2008 |
Tim Drayton wrote:
I estimate that I spend about one minute issuing and following up each invoice. This is forty minute's work per year.
I think you're being easy on yourself there, Tim These estimates don't ring true to me.
I use TO3000 and it saves me a bundle of time - it's about 3 times quicker than using templates. But even with it, a 2/3-job invoice takes me about 4-5 minutes to compile and send.
I mean, you still have to open the POs and enter all the information. Then you make sure that the generated invoice looks right (wouldn't want the amount to be wrong, would you). Then you write down "hi, here's my invoice, thanks for your business" and attach the invoice file to your e-mail. I really doubt this can be done in a mere minute!
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| What time is it? Time for an upgrade! | Oct 22, 2008 |
humbird wrote:
Why should I burden my computer's already overpopulate storage with another software?
You do not make enough to invest in an upgrade?!
To support our lifestyles (and our high rates), we need to perform. That's why we use tools - to boost our performance. A professional simply cannot afford to use outdated hardware. Same goes for not using software that's readily available and pays for itself in a matter of days.
| | | | Juan Jacob 
Mexico
Local time: 09:18
French to Spanish
+ ...
| Costa Rica + Mexico. | Oct 22, 2008 |
Glad to hear that, Claudia.
Well, not sooo glad.
Prehistorical issues in both countries, for sure.
| | | | Alice Wolfe, DDS (X)
United States
Local time: 11:18
English to Danish
+ ...
| Of course I do | Oct 23, 2008 |
I use "My DeLuxe Invoices and Estimates" which in spite of the somewhat cheesy name is incredibly useful and time saving. I believe it costs USD 39.
It's easy to customize, you can update your logo into it, should you have one, and the reporting functions are great. You can compare, say, the month of March from last year with this year and you can see which company you have invoiced the most at any given time. You can see who is late in paying, you can print out statements to hound... See more I use "My DeLuxe Invoices and Estimates" which in spite of the somewhat cheesy name is incredibly useful and time saving. I believe it costs USD 39.
It's easy to customize, you can update your logo into it, should you have one, and the reporting functions are great. You can compare, say, the month of March from last year with this year and you can see which company you have invoiced the most at any given time. You can see who is late in paying, you can print out statements to hound them with, etc etc.
I know Tim Drayton said he writes 40 invoices per year, and I guess for him the need is smaller, but I write considerably more and could not run my business without this program or another one like it.
Regards,
Alice ▲ Collapse
| | | | | invoice software from excel | Oct 23, 2008 |
it works fine, but I've been thinking of getting TO 3000.
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| Time for some automation! | Oct 23, 2008 |
Juan Jacob wrote:
One MUST have official invoices, printed by authorized printers. These are valid for 2 years. Then, you must ask for others.
One can't, no way, print his own invoices.
I lived and worked in Mexico City in 1970-1972, and from what you describe, the process hasn't changed.
Hopefully someone will be inspired to automate it before too long.
| | | | | Tailor-made software | Oct 23, 2008 |
For only 40 invoices a year, a special software isn't necessary. For our appr. 1000-1200 invoices/year, we are using a tailor-made software for all our invoices (since 2005). Couldn't live without it anymore as it saves so much time. Assessing a job takes less than a minute, making an invoice even faster. As a matter of fact, it's a program with different parts, like database, quotes, jobs and invoices, which are all connected to each other. This gives us a clear picture of pending quotes, not y... See more For only 40 invoices a year, a special software isn't necessary. For our appr. 1000-1200 invoices/year, we are using a tailor-made software for all our invoices (since 2005). Couldn't live without it anymore as it saves so much time. Assessing a job takes less than a minute, making an invoice even faster. As a matter of fact, it's a program with different parts, like database, quotes, jobs and invoices, which are all connected to each other. This gives us a clear picture of pending quotes, not yet delivered jobs, unpaid invoices etc.
Seeing the statistics in this poll, that most participants in the poll don't use any invoicing software, I can only recommend all fellow translators to get started - and save time. Templates with Word files with embedded Excel files are OK, but only the first step to an automatized and really time-saving handling.
Erik ▲ Collapse
| | | | | Chilean electronic invoices | Oct 23, 2008 |
Reed D. James wrote:
QUOTE
María Eugenia,
Are you talking about "boletas electrónicas" from "Servicio de Impuestos Internos?" If so, I would have to disagree with your labeling them as "invoices". Instead, I would call them "tax receipts" for lack of a standard term. An invoice is more like a statement with all relevant information about the services rendered by the translator.
A boleta just states the gross and net amounts and tax withheld, with a ... See more Reed D. James wrote:
QUOTE
María Eugenia,
Are you talking about "boletas electrónicas" from "Servicio de Impuestos Internos?" If so, I would have to disagree with your labeling them as "invoices". Instead, I would call them "tax receipts" for lack of a standard term. An invoice is more like a statement with all relevant information about the services rendered by the translator.
A boleta just states the gross and net amounts and tax withheld, with a small area for describing the services rendered.
UNQUOTE
I don't know what you mean, Reed.
As a freelancer, I do not need to issue "invoices," but if I did, the process would be pretty much the same. The only difference between a freelancer's invoice and a corporate invoice is the kind of tax we pay. And the online forms I fill in have enough space for me. My clients are quite satisfied with a file/project name, wordcount, and rate. And I can list up to 4 projects in a single document. I don't even have to calculate the 10% withholding tax or the grand total.
I love the Chilean tax system, and so do all my colleague friends. Frankly, if you are a freelancer, I don't understand why you use any other system. Join the COTICH or attend a powwow, and I assure you you will change your mind! ▲ Collapse
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Although I am a freelancer, I work for many agencies and customers, thus I issue ca. 20 invoices per month. I wish I didn't have to print all that stuff and simply send them in a PDF file, but it's impossible in respect of Polish legislation.
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Andrea Riffo
Chile
Local time: 11:18
English to Spanish
+ ...
Reed D. James wrote: María Eugenia, Are you talking about "boletas electrónicas" from "Servicio de Impuestos Internos?" If so, I would have to disagree with your labeling them as "invoices". Instead, I would call them "tax receipts" for lack of a standard term. An invoice is more like a statement with all relevant information about the services rendered by the translator. A boleta just states the gross and net amounts and tax withheld, with a small area for describing the services rendered. María Eugenia Wachtendorff wrote: This makes things simple, as you can issue invoices based on previously used data. Moreover, this service saves you a lot of time and money, as you do not need an accountant -all your records are available online and invoices are emailed to clients directly by the IRS. At year end, your tax return report is ready for you to check and accept For foreign clients, a single template is enough if you have an orderly client database. Cheers!
I'm not sure what you mean by "a statement with all relevant information about the services rendered by the translator", Reed. The boletas electrónicas include tax registration number, commercial address, giro, etc., of both the services provider and the client, and have enough space to detail the kind of goods sold or services rendered. Unless you object to the fact that you can't detail payment terms on them?
I might also add that they are one of the legal systems here in Chile, as opposed to the documents one might issue with personal fancy software, which mean squat to the SII (unless you are a contribuyente de 1ª and have registered your software at the SII).
I issue both boletas and "proper" invoices, since I am registered as a contribuyente de 1ª y 2ª categoría, and it is pretty much as Mª Eugenia says... the SII's electronic invoice template for MYPYMES isn't really all that different from the boletas electrónicas. The kind of tax I pay, OTOH, is different, and the tax statements that must be filed each month, among other legal and accountancy requirements, are a whole different ball game.
Greetings
[Edited at 2008-10-23 12:25]
| | | | neilmac
Spain
Local time: 17:18
Spanish to English
+ ...
| No, I use an Excel template, but | Oct 23, 2008 |
Juan Jacob wrote:
Don't worry JJ, electronic invoicing (Comprobantes Fiscales Digitales) is officially coming into force in Mexico in 2009:
"En el campo concreto de la Facturación Electrónica, COMPANY X obtuvo la Autorización como Proveedor de Servicios de Generación y Envío de Comprobantes Fiscales Digitales (PSGyECFDs) por parte del SAT el 24 de Enero de 2.008 con el número de Referencia xxxxxxxxxxxxxxx. Ello nos permite operar por cuenta de nuestro cliente, si así lo desea, asumiendo completamente la generación de CFD’s por Delegación de éste o bien poner a su disposición las aplicaciones para que éste actúe en su propio nombre. "
| | | | | Quite the same.... | Oct 23, 2008 |
Ballistic wrote:
I'm shocked by the high percentage of people that don't use invoicing software (currently 80%).
I've been using TO3000 for nearly 4 years now and I could't do without it. It's also a reporting tool.
I started using TO3000 in January this year and just 10 months later I couldn´t think at any better option than to invest in spending some of my daily time to administrative tasks. Being this or any other software I strongly reccomend the use of accountability softwares made by and for translators and interpreters.
Sandro RUggeri
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