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Poll: Do you use an invoicing/accounting program to manage your translation business?
Thread poster: ProZ.com Staff
ProZ.com Staff
Local time: 06:46
SITE STAFF
Nov 25, 2013

This forum topic is for the discussion of the poll question "Do you use an invoicing/accounting program to manage your translation business?".

This poll was originally submitted by Alexandra Villeminey. View the poll results »



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Michael Harris  Identity Verified
Germany
Local time: 15:46
Member (2006)
German to English
Want Nov 25, 2013

to, but no time to look into it.

Wow, this poll has been made, how many times??


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Thayenga  Identity Verified
Germany
Local time: 15:46
Member (2009)
English to German
+ ...
Yes Nov 25, 2013

It's called Excel. Works perfectly.

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neilmac  Identity Verified
Spain
Local time: 15:46
Spanish to English
+ ...
Other Nov 25, 2013

No.
Just no; I don't think I need it, as I get by more or less okay without one. Nor do I have spare time to look into this kind of thing.

PS: My usual answer to this kind of question would be "Why, are you selling one?"...

[Edited at 2013-11-25 08:48 GMT]


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Teresa Borges
Portugal
Local time: 14:46
Member (2007)
English to Portuguese
+ ...
No Nov 25, 2013

Regarding invoicing, I will give exactly the same answer given on Oct. 2012: I use my own invoicing system (http://www.proz.com/polls/12773)!

I don't do my accounting, I hired an accountant to do this job and as I once said in another poll she is worth every penny I pay her!


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Hin und Wieder  Identity Verified
Netherlands
Local time: 15:46
Member (2012)
German to Dutch
+ ...
Yes Nov 25, 2013

It's called moneybird. It gives me a warning when an invoice is due, it tells me how much VAT should be payed to "my blue friends". I can see what I did charge fir prvious asignments, change addresses from customers, make notes about paymentconditions etc.
I like it a lot. There's even the possibility to send the invoice by mail and attach a Paypalrequest.


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Christine Andersen  Identity Verified
Denmark
Local time: 15:46
Member (2003)
Danish to English
+ ...
No, and no Nov 25, 2013

I manage my translation business myself.

I would never trust a program to handle mails and deadlines, get the terminology right, proof and edit the finished texts and make sure they were delivered to the right clients afterwards.

When it comes to invoicing, no, I have a sheet of paper with nearly everything I need to know, and the relevant e-mails filed accessibly. It would take me far longer to type everything into a program than simply get on with it myself.

Too many different client formats and clients with their own invoicing systems.... It calls for a HUMAN or two to manage anything as complicated! My husband checks that I have typed in everything correctly, and no program can do that. Paper copies of the invoices are required as tax records.

And it's the last week of the month again


[Edited at 2013-11-25 09:08 GMT]


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Muriel Vasconcellos  Identity Verified
United States
Local time: 06:46
Member (2003)
Spanish to English
+ ...
No Nov 25, 2013

I'm not sure if I want one or not. My main clients have invoicing systems built into their online portals. Issuing my own invoice is out of the question.

For the smaller clients, the nature of my work varies so much that I would end up having to manually draft most of the text each time. I may charge an hourly rate, a flat fee, or by the word. The nature of the work may be translation, reviewing, or editing. The method of payment varies depending on the client.


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Tim Drayton  Identity Verified
Cyprus
Local time: 16:46
Turkish to English
+ ...
No Nov 25, 2013

No, I just list the invoices that I issue on the pages at the end of a desk diary, then tick them off as payment comes in.

I send a copy of the invoices I issue, and all of my expenses invoices, to my accountants. They do my VAT, and I also ask them to give me my total turnover and expenses for the first six months of the year when it is time to file my temporary tax return, and the same figures for the year when it is time to file my annual tax return.

It is all sweet and simple, and works fine for me.


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Doan Quang  Identity Verified
Vietnam
Local time: 20:46
Member
English to Vietnamese
Yes Nov 25, 2013

Thayenga wrote:

It's called Excel. Works perfectly.


It works perfectly.


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M. Anna Kańduła  Identity Verified
United Kingdom
Local time: 14:46
English to Polish
No Nov 25, 2013

Proz.com invoicing tool and OpenOffice Spreadsheet do the job.

I tested TO3000, but found it too much work to be worth it.


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Samantha Payn  Identity Verified
United Kingdom
Local time: 14:46
Member (2008)
Russian to English
+ ...
Yes. Nov 25, 2013

I use Quickbooks not only for issuing accounts, but to keep track of work in progress.
As soon as terms are agreed with a client I enter the job on an "estimate" for that client. By viewing the "estimates" window in Quickbooks I can see how many jobs I have lined up, and can sort them in deadline order.
When the job is done I turn the "estimate" into an invoice and delete the "estimate".
I find it very helpful.


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Heather McCrae  Identity Verified
Germany
Local time: 15:46
Member (2012)
German to English
Nooooooo! Nov 25, 2013

I absolutely hate paperwork and pay a fortune for an accountant to do nearly everything. German tax laws are cumbersome, complicated and (in)comprehensible!
I still have to do a Kasse (petty cash) every month, issue my invoices and gather all paperwork together for the tax return. That is far too much and it takes me forever
I am not an accountant, but a creative technical translator!


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Gianluca Marras  Identity Verified
Italy
Local time: 15:46
Member (2008)
English to Italian
No Nov 25, 2013

I have thought about it a couple of times, and I also have one in my computer (free version)
but I have never used, also because my clients have all different counting methods, and it would be simply a nightmare. So, what I have is a folder with my invoices and a Invoice model for every client, I open it in word, I change what I have to change and then I save it in PDF.


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Chris S  Identity Verified
United Kingdom
Member (2011)
Swedish to English
+ ...
Yes Nov 25, 2013

Mixture of Excel and Sage, more or less unchanged for the past 18 years

Once you have employees, the back of an envelope will no longer do


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