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What does everyone use to manage their small business and freelance work, particularly invoicing and project tracking? My girlfriend has a small one-woman business as a translator. We already use other software to handle our personal finances but I'm planning to take over her project/invoice/etc tracking responsibilities (because if I don't, nobody will) and I'm looking for some free (preferably offline) software to track clients, quotes, and projects (estimates, due date, status, etc) and invoices (send date and status.. it doesn't need an invoice generator). We don't really have a good system at the moment so that's the essence of what we need, certain extra features like being able to store copies of the invoices within the program would be appreciated but not mandatory. Because the nature of freelance work can vary wildly between jobs, including the slow-rear end turnaround time on invoices, I'm not happy with just creating an extensive excel document. I want a GUI that can filter and group projects by client, invoice status, due date etc. I'm also interested in hearing of any software you guys use that you find invaluable that I haven't accounted for, e.g. if there's some really fancy thunderbird plugin that perfectly handles invoice tracking etc I'd love to hear about that.
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Nov 10, 2014 13:32
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| # ¿ May 10, 2024 10:55 |
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I've been doing a bit more research and I think I'm going to go with Fanurio for the timesheet and income/expenses handling. It seems pretty good, it's pretty cheap if you use it for a few years ($USD 60 the first year, $20 for non-updating renewals) and it's local (not web-based) and can sync using Dropbox. Also handles invoicing templates and all that business. There's a two week trial that I'm about to start - I'll post here with updates once that's done. I'm also not sure if it's expansive enough to handle proper business stuff, but I may as well throw in an extra 2c and say that You Need A Budget is great, especially for the Steam Xmas 2014 Sale price of $USD 15. Has an Android app as well.
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Jan 6, 2015 15:51
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I passed that on and it looks pretty good, she's going to try out the 30 day trial thing to see whether she wants it at all, and whether she'll get starter or professional (for project tracking etc). I don't actually think she's a member of proz. She's pretty lackadaisical about her admin/professional stuff, she's more of the "get the document, translate it, send it back, get paid (maybe, if she ever invoices people)" type. Is proz worth the membership cost?
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Apr 16, 2015 10:22
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