Streamline Your Processes with Invoice Tracking for Customer Service

Invoice tracking for Customer Service

wondering what's the best billing and invoicing software then this video is for you during the past few months our experts have tried and tested pretty much every billing and invoicing software available on the market these days including fresh books QuickBooks Zoho books xero and invoice lead just to name a few and in this video we will do a comprehensive review of five of the most trusted and reliable billing and invoicing software that performed exceptionally well during our testing also to help you select the right one we will share some important tips and practices that almost 95 percent business owners ignore and they end up choosing the wrong service but keep in mind that these tips will only be revealed to our loyal audience which means those who stay with us till the end on a related note whichever service you choose don't forget to buy it using the official link we have added in the description section down below these links have special discounts already applied to them so you will get best deal and save a lot of money now let's begin info voicing is an essential yet time consuming business activity but the right invoicing software can help you take control and win back some of your valuable time it can also lead to improved invoice accuracy valuable Financial Insights and faster payments all of which can benefit your business so now that you know the benefits it's time to check out some of the best billing and invoicing software the internet has to offer okay so based on our findings the highest rated provider on our list is freshbooks many know freshbooks as accounting software but you would be surprised to know that it started out as an invoicing only software that expanded into a full accounting solution the company never lost sight of its invoice based beginnings and as a result it offers some of the highest quality professional invoices you can ever find freshbooks makes invoicing and billing easy with simple to make and edit templates and a raft of features freshbooks ensures the invoicing process is streamlined and effective for a range of business models and I swear out of all the billing and invoicing software freshbooks has the best looking and more customizable invoices I have ever used you can choose from various customizable designs set up recurring digital invoices easily include discounts and get instant updates when invoices have been viewed or paid online line all these features are available on the mobile app too moreover managing payments is flexible as you can settle accounts with Visa Mastercard or American Express for credit card processing or use PayPal for online payments it also offers multi-currency invoicing to enable you to Bill customers in local currency the credit card processing fee is 2.9 percent plus 30 cents per transaction which is standard in the industry from my personal experience I can say freshbooks is truly a joy to use it helps keep my estimation and billing running smoothly and makes it easy to process payments and gives a lot of options to allow my clients to pay me in the way that works best for them in addition to invoicing you also get access to time and expense tracking project management payments and Reporting and there's an especially handy feature that allows you to connect to your bank account to import the data for easier expense management I mean how cool is just that and since integration streamlines your workflows and processes freshbooks wins on this front as well it has native Integrations with dozens of other software programs including payroll inventory and e-commerce software and the best part everything is stored online in the cloud so you can access your saved data using any device you may have desktop mobile or tablet well talking about the pricing freshbook starts out at a fairly reasonable fifteen dollars per month but that base plan limits you to invoicing just five clients a month though you can send those five clients unlimited invoices it is ideal for professionals with basic accounting and invoicing needs whereas businesses with more than five clients a month will need the 30 a month plus plan which is the most popular yet my highly recommended plan its highest tier is for fifty five dollars per month for unlimited clients and additional customization features moreover a select plan is available for businesses with more complex needs that require a custom solution ocean but at the end of the day it all depends on you which plan you choose that suits your needs the great thing about freshbooks is that it offers a 30-day free trial so you can test the service without spending a single penny now an important question for whom this software is a perfect fit okay since freshbooks has all the bells and whistles that you could possibly expect from a full featured invoicing software it is overall best for all types of business people including Freelancers self-employed professionals and small businesses now it's a time for a piece of good news for you the legendary marketer viewer which is you by the way can enjoy a special 50 discount on freshbooks for up to four months all you have to do is click the official link we have added in the description section of this video and this discount will be automatically applied bringing the price to an incredibly reasonable amount but this VIP sale May and soon so hurry up and thank me later for the discount just kidding by the way before we move forward how about hitting a like button on this video that's the only thing we ask from you in return let's see if we can get 500 likes on this video their invoices since 2009 square has become a Mainstay for small business owners who need simple and streamlined Payment Processing their simplified approach to payment processing is mimicked in their invoicing Services which makes Square the perfect option for business owners looking for software that can do both I love it because it tells you exactly what to put and everything is clearly labeled Square invoice lets users create and send customized invoices schedule recurring billing and track the status of an invoice in real time it's one-click payments make it easier for customers to pay online from their phone or tablet and because they're so fast and easy over 75 percent of square invoices are paid within a day while many other invoicing apps require a monthly payment Square invoice has a free plan which allows you to send unlimited invoices and schedule recurring invoices estimates contracts and more for free you're only charged when an invoice is paid you can accept payment through the program for a very minimal fee compared to most sites whereas it has a plus plan for twenty dollars monthly for growing businesses that want to streamline work and billing needs with Advanced time saving features now if you ask for my advice I think that the platform can be used by any Merchant needing to accept remote payments including retailers with a wholesale service-based businesses and restaurants offering catering services check out the links we have added in the description section of this video to get a special discount on Square invoices moving on taking the third position is QuickBooks from income and expenses to time and taxes QuickBooks Online lets you track all your financial information in one place designed for Freelancers independent contractors and sole Proprietors the software connects to your financial accounts and imports transactions tracks mileage creates and sends invoices and estimates quarterly taxes in addition the site's excellent companion apps could serve many of today's mobile entrepreneurs who tend to live on their phones well like other Intuit Financial applications Intuit QuickBooks uses an easily understandable navigation system and offers an exceptional user experience it's almost fun to use the interface is consistent across desktop and mobile platforms too so it's an attractive choice if you want this kind of interoperability but one of the limitations is that there is no built-in client portal you have to find an app that integrates with QuickBooks Online to give clients access to projects and invoices or just email invoices its plans range from 25 to 180 dollars per month I know that's pretty much on the expensive side but you will pay a monthly fee to get access to tons of accounting and invoicing features plus updates and customer support however while you can only get QuickBooks payments with an existing QuickBooks Online subscription its transaction fees are notably affordable swipe fees are just 2.4 percent plus 25 cents cheaper than any other provider on our list there's a catch of course isn't there always the fee climbs depending on the type of payment you're accepting most importantly transaction fees are higher for bills paid through invoices at this point if you think that QuickBooks will suit your need don't forget to use the link we have added in the description box down below to Avail maximum discount on your purchase next up we have our fourth pick known as Zoho books Zoho offers a wide range of Business Services designed to help users with everything from sales and marketing to finances Zoho invoice which is a standalone invoicing application offers customizable invoicing and payment services it is a simple online software that covers all the basics create and send invoices set up automatic recurring invoices track expenses sync bank accounts create reports accept online payments in a simple fast and convenient way and do accounting on the go on all devices even your clients can access a password protected portal where they can see their estimates payment history and receipts and as integration is one of the essential features Zoho integrates with several products like QuickBooks Online stripe slack Office 365 and G Suite but I have observed that Zoho invoice Integrations may be limiting for some small businesses and when it comes to cost businesses can access Zoho invoices features for free but invoices are capped at one thousand per year and since payments accepted through Zoho invoice are made through third-party apps like PayPal stripe and square transaction fees vary based on the terms of your selected payment Gateway and what's interesting about this tool is that this software doesn't require an accountant or accounting knowledge to measure and analyze Financial metrics because for a quick real-time view of the health of your business a glance at the dashboard would suffice definitely good for people starting out in small businesses that don't have a lot of clients the price point is low for starting out usually a lot less than other software I've seen and used now if you feel Zoho invoices just right for you you can enjoy a special discount by using the link we have added in the description box down below finally taking the last and fifth position on our list is zero zero began its life in New Zealand but it has grown rapidly since it entered the US market several years ago its bunch of incredibly useful invoicing features make it earn its place on our list built for the web from the ground up yet supports every major Financial element you would expect in a Double Entry small business accounting solution like sales purchases bills and expenses inventory and payroll with xero you can bulk invoice customers that saves you a lot of time it is super easy invoicing you can create professional custom designed invoices set up repeating invoices automate invoice payment reminders and can accept payments online with a debit or credit card or with PayPal right from the invoice to keep cash flowing apart from essential invoicing and billing xero also Prides itself on its security and reliability and when it comes to pricing xero offers three pricing levels that kick in after a 30-day free trial it's early for 12 per month and has monthly limits of 20 invoices and quotes five bills and unlimited reconciliation of Bank transactions and its highest tier is established which costs 65 dollars per month that comes with multiple currency support along with project support and zero expenses so that's it from our list of five best invoicing software now for our lovely audience who are waiting to know the practices that you need to look for in an invoicing software and the companies don't share with you here you go tip number one is the ease of use look creating an invoice should only take a few clicks and not hours so no matter which invoicing software you choose make sure it's not complex and everything must be very easy to navigate tip number two is security needless to say your data and Bank information are sorts of confidential information so always look for a provider that is trustworthy and holds a good brand reputation and yes never trust free providers because a free invoice software will be turning its profit in one way or another usually by selling your data to third parties so you should always look for premium software and finally the third tip that I want to conclude is that not all invoice softwares are created equal as you must have heard that different things suit different people exactly the same in this case each invoicing and billing software has its own targeted customers so one software that suits my needs may not work out for you and this is how it is so choose the one that can fulfill your requirements but in my opinion there are two softwares that you cannot go wrong signing up with the first one is freshbooks because it's the grandpas of all the invoicing and billing software holding a good brand reputation from the past few decades and it's the best among all the softwares that I have personally used and just in case if you have any issue with freshbooks then the second one I prefer is Zoho invoices due to its extensive customizability and affordability so these are our two best invoicing and billing software recommendations now which software is your pick and why tell us in the comments section down below and just to remind you we have added discounted links to all these providers in the description section down below so use these links and enjoy up to 70 off on your favorite invoicing software please like this video if you haven't already and subscribe to our channel to get more amazing content in the future we will catch you guys in our next video thanks for watching