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Announcing new financial reports in ProZ.com invoicing
Thread poster: Jason Grimes

Jason Grimes
Local time: 05:13
SITE STAFF
Mar 20, 2009

A new "reports" section has been added to the ProZ.com invoicing tool, to help you measure and manage some of the financial aspects of your business. These reports are based on a number of requests from ProZ.com members. The following reports are now available:

  • Financial overview - get a comprehensive summary of your cash flow, at a glance.
  • Sales by client - see amounts billed to each client, in a calendar format.
  • Time to pay - know how quickly each client tends to pay your invoices.
  • Invoice aging - stay on top of past due invoices.
  • Payments received - track payments received.
  • Invoice activities - track invoicing history.
  • Tax reports - see details about taxes collected.

    If you haven't yet created any invoices, click here to get started with the invoicing tool now.

    Thank you to everyone who has contributed suggestions and feedback so far. Please post any additional questions or comments about the invoicing tool in this forum topic.

    Thanks,

    Jason


    More about ProZ.com invoicing

    The ProZ.com invoicing tool helps language professionals easily create, send and track invoices online. Unlimited access is free to ProZ.com members. All registered users can try it out for free with a limited number of invoices.

    Learn more about ProZ.com invoicing.

    See past release announcements.

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  • Susan Welsh  Identity Verified
    United States
    Local time: 05:13
    Member (2008)
    Russian to English
    + ...
    Cool Mar 20, 2009

    Jason, it is now sufficiently cool that I had to take a look. I figured it was not worth it for my small business, since I just do invoicing in Word documents. But you convinced me!

    Good work.


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    José Nolasco
    El Salvador
    Local time: 04:13
    English to Spanish
    + ...
    Excelent Job Jason! Mar 20, 2009

    I´ve already tried your create an invoice software and is really amazing, congratulations and many thanks for your contribution.
    Héctor Nolasco


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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    Thanks, I'm glad it's useful! Mar 23, 2009

    Hi Susan and José,

    Thanks very much for the kind words! I'm glad these new features seem to be useful for your businesses.

    Best regards,

    Jason


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    Albana Dhimitri  Identity Verified
    Greece
    Local time: 12:13
    Greek to Albanian
    + ...
    Thank you Jason, Mar 24, 2009

    I already used the new invoice service and it worked perfectly.

    It is really thoughtful of you to provide us with all these new financial report facilitating features as this really helps us organize our business better.

    I am in the process of studying and thinking to make use of at least a couple of them for the time being.

    Thanks again,
    Albana


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    Christiane Lalonde  Identity Verified
    Canada
    Local time: 05:13
    Member
    English to French
    Tax ID Mar 24, 2009

    Canadian translators need to show their tax ID on the invoice. How to enter these?

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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    Enter tax ID in profile from company settings page Mar 24, 2009

    Christiane Lalonde wrote:
    Canadian translators need to show their tax ID on the invoice. How to enter these?


    Hi Christiane,

    You can specify your tax ID on your company settings page (in the "Financial information" section). I hope this helps.

    Best regards,

    Jason


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    Christiane Lalonde  Identity Verified
    Canada
    Local time: 05:13
    Member
    English to French
    Fantastic tool, but one small change needed Mar 30, 2009

    Thanks for your answer Jason. I find this Invoicing tool absolutely fantastic. I already transfered all my invoices.

    However, I think we need a financial overwiew showing the total amount invoiced before tax. What I mean is that when we go on the Financial overview page, the Sales column displays the amounts with taxes.
    Is it possible to display the Sales without taxes and then add a "Tax" column on the right? This would be very useful when one wants to know what his//her real earnings are.

    Once again, bravo for this very useful tool.


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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    Good idea, Christiane Mar 30, 2009

    Christiane Lalonde wrote:

    Thanks for your answer Jason. I find this Invoicing tool absolutely fantastic. I already transfered all my invoices.

    However, I think we need a financial overwiew showing the total amount invoiced before tax. What I mean is that when we go on the Financial overview page, the Sales column displays the amounts with taxes.
    Is it possible to display the Sales without taxes and then add a "Tax" column on the right? This would be very useful when one wants to know what his//her real earnings are.


    Hi Christiane,

    This sounds like a good idea, thank you. I'll add this to the invoicing development task list. Thanks for the great feedback.

    Jason


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    Arkadiusz Jasinski  Identity Verified
    Poland
    Local time: 11:13
    English to Polish
    + ...
    Congratulations ! Mar 31, 2009

    Dear Collegues,

    I admire Your enthusiasm.
    The tool is excellent, indeed, excepting You don't mind gathering the information about Your activities (rates, collaborators, etc.)
    Tool for gathering the information in one place and many possibilities to use them by the owner of database in the future.

    Best Regards,

    Arkadiusz


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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    Invoice data is private and protected Mar 31, 2009

    Arkadiusz Jasinski wrote:
    The tool is excellent, indeed, excepting You don't mind gathering the information about Your activities (rates, collaborators, etc.)
    Tool for gathering the information in one place and many possibilities to use them by the owner of database in the future.
    Arkadiusz


    Hi Arkadiusz,

    I think you are wise to be cautious about protecting your invoicing data. I agree that the security of this information is very important. If you don't feel comfortable entrusting this data to an online service I can understand and respect that decision.

    To better understand how ProZ.com secures and protects the privacy of invoicing data, please see the invoice security page. Also, this FAQ and the one following it describe precisely who has access to invoice data, and under what conditions.

    Best regards,

    Jason


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    Arkadiusz Jasinski  Identity Verified
    Poland
    Local time: 11:13
    English to Polish
    + ...
    But who knows what can happen with them Mar 31, 2009



    I think you are wise to be cautious about protecting your invoicing data. I agree that the security of this information is very important. If you don't feel comfortable entrusting this data to an online service I can understand and respect that decision.



    Dear Jason,

    Thank You for Your comments.
    Protection is not the matter - it is obvious that Proz can deliver high-level security solutions. The matter is how Proz.com staff can use the gathered information (sell the information, generate the reports, analyse the market). Simply saying, good way to make money

    Kind Regards,

    Arkadiusz


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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    *Private* and protected Mar 31, 2009

    Arkadiusz Jasinski wrote:
    Protection is not the matter - it is obvious that Proz can deliver high-level security solutions. The matter is how Proz.com staff can use the gathered information (sell the information, generate the reports, analyse the market). Simply saying, good way to make money


    Hi Arkadiusz,

    Invoicing data is private, period. The links I gave above are explicit about how invoicing data will be used. For example, the FAQs say "Invoice data is treated as confidential, and will not be shared with third parties or used for marketing or other purposes inconsistent with providing support and maintaining and improving the service" and "Information included in an invoice is not made available to others or used for any other purpose."

    Thanks,

    Jason


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    Allison Weiss  Identity Verified
    United States
    Local time: 03:13
    Spanish to English
    Thank you! Suggestion re: invoice numbering Apr 2, 2009

    This service is wonderful and just what I needed. I did notice, though, that if I place a series of zeros before an invoice number, they are taken away when the invoice is published. For example, if I have a prefix of 2009 and an invoice number of 0001, the number is published as 20091. I'd prefer it if it were consistently eight digits, or 20090001. That way as the year progresses, my reference number remains the same size: 20091004, 20090305, etc. etc.

    Can the magic machine do that?

    Thanks again!

    Allison


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    Jason Grimes
    Local time: 05:13
    SITE STAFF
    TOPIC STARTER
    Auto-incremented invoice number supports leading zeros now Apr 3, 2009

    Allison Weiss wrote:

    This service is wonderful and just what I needed. I did notice, though, that if I place a series of zeros before an invoice number, they are taken away when the invoice is published. For example, if I have a prefix of 2009 and an invoice number of 0001, the number is published as 20091. I'd prefer it if it were consistently eight digits, or 20090001. That way as the year progresses, my reference number remains the same size: 20091004, 20090305, etc. etc.

    Can the magic machine do that?

    Thanks again!

    Allison


    Hi Allison,

    Auto-incremented invoice numbers should now work properly with leading zeros. Please let me know if there's still any problem. Thanks for pointing this out, and thanks for your kind words.

    Best regards,

    Jason


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