Marketcircle    Forums  Hop To Forum Categories  Billings  Hop To Forums  Using Billings    Monthly Managed Service Fee
Page 1 2 
Go
New
Find
Notify
Tools
Reply
  
-star Rating Rate It!  Login/Join 
Apprentice
Picture of Amanuel
Posted Hide Post
quote:
Originally posted by adam:
...But, if you would all be willing to elabourate with feedback about how you tend to do this kind of billing (your process) and what kinds of features you would like, your comments will be integrated into our design.

HTH,


Since I've been waiting for this feature since last year, I'll be satisfied with the bare minimum which is:

Step 1. Flag a slip template as a repeating one (day of month, weekly, daily).
Step 2. When I start the app it would check the repeating slips, generate them and provide a report.
Step 3. On the report screen provide a list of clients with checkboxes and an "invoice new slips now" button.
step 4. preform the sending/generating/printing of the invoices.

The end.

Of course you can get fancy and integrate to ical, make a cron job or a background process but all that is candy and honestly useless.

I don't forget to bill the clients, but when sit to do it, I want Billings to learn to do it for me. One other idea is to somehow use automator even...jeez anything...please.

If the app did just the 3 steps I think we would all celebrate here.

Patiently waiting.

BTW: Thanks for adding Group Bys in 2.5.1.
 
Posts: 10 | Location: Toronto, ON, Canada | Registered: December 15, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I agree with Amanuel's outlined process for this feature that I too need ASAP. Please add it soon!

Christi
 
Posts: 6 | Registered: April 25, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Recurring billing is quite common on the web. You will find developers setting up monthly maintenance contracts that are a flat rate and might include a generic description of "updates posted to website".

Many web developers also do web hosting and it would be a big win to have that form of monthly/quarterly/yearly billing be automated.

In most cases the only thing that would need to change from month to month is the invoice number and the billing period. Ideally there would be a one-button "recurring billing" that would generate all recurring bills and email them to the recipients.

For those who with a design eye who do recurring billing where the dollar figure does not change this feature would make the difference between buying this software and carrying on using a layout program like InDesign.
 
Posts: 2 | Location: Brooklyn, NY | Registered: December 28, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
quote:
Originally posted by Aaron D.:
Recurring billing is quite common on the web. You will find developers setting up monthly maintenance contracts that are a flat rate and might include a generic description of "updates posted to website".

Many web developers also do web hosting and it would be a big win to have that form of monthly/quarterly/yearly billing be automated.

In most cases the only thing that would need to change from month to month is the invoice number and the billing period. Ideally there would be a one-button "recurring billing" that would generate all recurring bills and email them to the recipients.

For those who with a design eye who do recurring billing where the dollar figure does not change this feature would make the difference between buying this software and carrying on using a layout program like InDesign.


I second this.
 
Posts: 2 | Registered: January 15, 2008Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I would also love this feature in future versions.
 
Posts: 8 | Registered: January 15, 2008Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Picture of Phill Kenoyer
Posted Hide Post
I too would like this feature. I have been using Blinksale for a few years now, and I want to move on to something with better reporting. Billings looks to be a very good billing software, but it does not do recurring invoices.

So I wanted to add my name to the list for this feature.

Thanks.
 
Posts: 2 | Location: Nevada | Registered: February 14, 2008Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I need to bill my clients for monthly web hosting. Is there NO way to do this in Billings? This is huge for me!

I've only been using the demo for one day...am I missing something? Is there a workaround?
 
Posts: 2 | Registered: July 08, 2008Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Sean Mendonca
Posted Hide Post
Hi nadroj,

Simply create a new Flat Working Slip. Fill in the respective details (Name, Amount etc). Once the slip is created, click Send an Invoice . Add any necessary details and hit Create.

Thanks!
Sean M


Marketcircle Inc.
smendonca@marketcircle.com
Running Daylite 3.8 and Billings 3.0.3 on an iMac using Mac OS X 10.5.5
 
Posts: 188 | Registered: August 09, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
quote:
Originally posted by Sean Mendonca:
Hi nadroj,

Simply create a new Flat Working Slip. Fill in the respective details (Name, Amount etc). Once the slip is created, click Send an Invoice . Add any necessary details and hit Create.

Thanks!
Sean M



Hey Sean,

Not to give you guys too hard of a time about it, but this is just the original workaround. In re-reading the posts from early 2007 it sounded like Marketcircle wasn't convinced that anyone actually did recurring billing or that it was a useful feature.

In practice it is at least as useful as my post last year suggested; since then I have reverted back to using InDesign and physical printouts for "outstanding" invoices as it is still the quicker method. If billings had recurring (optionally automatic) billing it would not only genuinely save time, but I could also use the fun "account status" and "reports"section which would be a treat
 
Posts: 2 | Location: Brooklyn, NY | Registered: December 28, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
quote:
Originally posted by Sean Mendonca:
Hi nadroj,

Simply create a new Flat Working Slip. Fill in the respective details (Name, Amount etc). Once the slip is created, click Send an Invoice . Add any necessary details and hit Create.

Thanks!
Sean M


Thanks Sean! This was a case of RTFM...I ended up creating a flat slip blueprint for each client's monthly hosting since it's not the same for each client.

For the record, I would like to see a way to automate this as well, but honestly it would only be marginally faster than choosing a blueprint from the dropdown menu. I suppose it would be a time-saver for users with lots of clients - I hope to be one of those one day...

I'm still evaluating the demo, but it looks like your app might save me from quickbooks hell! (at least as far as billing is concerned)
 
Posts: 2 | Registered: July 08, 2008Reply With QuoteEdit or Delete MessageReport This Post
 Previous Topic | Next Topic powered by eve community Page 1 2  
 

Marketcircle    Forums  Hop To Forum Categories  Billings  Hop To Forums  Using Billings    Monthly Managed Service Fee

© Copyright 2006 Marketcircle Inc. All rights reserved.