Performa invoice template
Should my parents pay for legal services they don't want?
2024.05.16 21:32 yarix7 Should my parents pay for legal services they don't want?
My parents live in Michigan and decided to take care of heirs and establish a trust. Inheritance is not big ($400k at most). They reached out to legal firm to prepare documents. Lawyers prepared a package, but my parents were not satisfied because it was too general and most probably consisted of templates. So my parents decided to make the decision later. However lawyers somehow forced my parents to sign some "intentions" document.
Now my parents figured out that they can designate beneficiaries in all their banking accounts and don't need the trust. Additionally they found that lawyers prepared some duplicates for documents that my parents already prepared and signed long ago.
Now my parents don't want to sign anything and don't want to pay the $4k+ fee for the services. Legal firm sent them invoice for the package and threats to send bill to collections if they are not going to pay.
Should my parents pay the bill, of the firm makes an empty threats? My parents are form another culture, not native speakers, and excessively polite. They freakout that firm can call a police and sue them, send the $4k bill to collections etc.
What should they do?
submitted by yarix7 to legaladvice [link] [comments]
Now my parents figured out that they can designate beneficiaries in all their banking accounts and don't need the trust. Additionally they found that lawyers prepared some duplicates for documents that my parents already prepared and signed long ago.
Now my parents don't want to sign anything and don't want to pay the $4k+ fee for the services. Legal firm sent them invoice for the package and threats to send bill to collections if they are not going to pay.
Should my parents pay the bill, of the firm makes an empty threats? My parents are form another culture, not native speakers, and excessively polite. They freakout that firm can call a police and sue them, send the $4k bill to collections etc.
What should they do?
2024.05.16 07:42 solaiman97 Xero Custom Template Branding Design Xero Custom DOCX Invoice
 | submitted by solaiman97 to XeroInvoiceTemplate [link] [comments] |
2024.05.16 07:42 solaiman97 Xero Custom Invoice Template Design Xero Custom DOCX Template
| | submitted by solaiman97 to u/solaiman97 [link] [comments] |
2024.05.16 06:58 Simplifydesign00 Graphic designer Freelance
 | Premium Quality design ✅ Let's Amplify your brand ✅ Logo Design Business Profile Business Card Letterhead Invoice Qoutation Template Corporate Flyer Invitation Card. submitted by Simplifydesign00 to GraphicDesignPH [link] [comments] We design it all with affordable price! Contact us on... 🇵🇭+639664654359 Visit our website : symplify.rf.gd |
2024.05.16 06:31 Simplifydesign00 GRAPHIC DESIGN FREELANCE
 | Premium Quality design ✅ Let's Amplify your brand ✅ Logo Design Business Profile Business Card Letterhead Invoice Qoutation Template Corporate Flyer Invitation Card. submitted by Simplifydesign00 to u/Simplifydesign00 [link] [comments] We design it all with affordable price! Contact us on... +639664654359 Visit our website on... www.simplifydesignstudio.com TwitteFacebook/Instagram: Simplify Design Studio |
2024.05.16 06:17 MysteriousAd3592 Trying to build an Excel-Based Grievance Database with Input Form and PDF Generation
Hello everyone,
I’ve been tasked with a project at work to create a database in Excel to manage all grievances received by our company. However, the requirements are a bit specific and I could use some help from this community to get things right.
Here’s what I need to accomplish:
submitted by MysteriousAd3592 to excel [link] [comments]
I’ve been tasked with a project at work to create a database in Excel to manage all grievances received by our company. However, the requirements are a bit specific and I could use some help from this community to get things right.
Here’s what I need to accomplish:
- User-Friendly Input Form: I need to design an input form that allows users to enter data without interacting directly with the cells. This form should take the information and populate the corresponding cells in the database.
- PDF Generation: Once the data is entered, I need a way to generate a clean and professional-looking PDF report from the information stored in the Excel rows. The output should be formatted nicely, similar to how invoicing software works, avoiding the raw cell format.
- The input form should be easy to use, possibly with dropdowns, text fields, and date pickers.
- The PDF should pull data from specific rows and columns and display it in a formatted manner, including our company logo and consistent styling.
- I’ve looked into using VBA for the input form, but I’m not entirely sure how to link it properly to populate the database.
- For the PDF generation, I’ve considered using Excel macros and possibly exporting to Word before converting to PDF, but this feels a bit cumbersome.
- What’s the best way to create a user-friendly input form in Excel that inputs data into specific cells?
- How can I automate the generation of a formatted PDF report from the data entered in Excel?
2024.05.16 00:12 Snushy_101 LearnWorlds Pricing: Find Your Ideal Plan Now!
 | Curious about LearnWorlds pricing? Wondering how to make the most of your investment? Dive into this guide for all the insights you need. Uncover the different pricing plans, features, and benefits tailored to suit your specific needs. Ready to take your online learning journey to the next level with LearnWorlds, instructors, schools, learners, and academy? Let's explore what awaits you! submitted by Snushy_101 to Hairfortin [link] [comments] Useful Links: Key Takeaways
Explore LearnWorlds Pricing Plans: Monthly vs. Yearly Subscriptions: Save Up to 20%When considering LearnWorlds, you're presented with two subscription options: monthly and yearly. Opting for the yearly subscription not only provides you with consistent access to the platform but also offers substantial savings of up to 20%. Now, let's explore the intricacies of each pricing tier.1. Starter Plan: Initiating Your E-Learning JourneyAt $24 per month, the Starter plan serves as an ideal entry point for budding educators. With the ability to start for free, this plan offers an array of features to kickstart your e-learning venture:
2. Pro Trainer Plan: Elevate Your E-Learning ExperiencePriced at $79 per month with no transaction fees, the Pro Trainer plan offers enhanced features to take your e-learning initiatives to new heights. Here's what it includes:
3. Learning Center Plan: Elevating the Learning ExperiencePriced at $249 per month, the Learning Center plan is tailored for educators aiming to deliver unparalleled learning experiences. Here's what it offers:
4. High Volume & Corporate Plan: Tailored Solutions for Enterprise NeedsFor enterprises and high-volume users, LearnWorlds offers custom solutions tailored to your specific requirements. Here's what you can expect:
Features Across All PlansStandard ToolsLearnWorlds pricing plans come with a range of integrations to enhance functionality, making it easy to connect with other platforms. The home page customization feature allows users to create a personalized landing space. Users have seamless access to essential tools across all plans, ensuring a smooth experience.Basic FeaturesIn all plans, users benefit from unlimited courses, enabling them to diversify their content and offerings. The video library feature facilitates the storage and organization of videos for easy access and management. The branding & theme editor allows for customization to add and maintain brand consistency.Importance of Multilingual UI and Mobile ReadinessThe inclusion of a multilingual user interface ensures accessibility for a global audience, catering to diverse language preferences. Moreover, mobile & tablet readiness guarantees that content is optimized for various devices, enhancing user experience and engagement.Special Offers and DiscountsNew UsersFor new users, LearnWorlds offers special discounts through exclusive coupons. These discounts can significantly reduce the cost of starting a new online school or course.Free Trial with AIStarting for free with LearnWorlds + AI provides several advantages. By utilizing cutting-edge technology, users can experience personalized learning experiences tailored to their needs.Limited-Time PromotionsLearnWorlds frequently runs limited-time promotions offering exclusive deals on specific plans. These promotions are ideal for schools or businesses looking to boost their online presence.Pricing FAQs AnsweredCommon QuestionsWhat are the pricing options available on LearnWorlds? LearnWorlds offers a range of pricing plans to cater to different needs. The options include monthly and annual subscriptions, each with varying features and benefits.How can I determine the best plan for my requirements? Assess your needs based on factors such as the number of courses you plan to create, the level of customization required, and the expected number of students. This evaluation will guide you in selecting the most suitable plan. Additional Costs
Optimization Tips
Choosing the Right PlanAssess RequirementsBefore selecting a plan, learners should evaluate their needs to find an alternative that suits them best. Consider factors like the number of users, desired features, and budget constraints.Match FeaturesTo align with business or educational goals, match specific features to your requirements. Evaluate if the plan offers support team assistance, easy way to create engaging courses, and tools for enhancing the learning experience.Closing ThoughtsYou've delved into LearnWorlds pricing plans, uncovered features, snagged special offers, and clarified any doubts. Now, armed with this knowledge, you're ready to select the ideal plan for your needs. Remember, it's not just about the cost but also about what each plan offers you in return. Make an informed decision that aligns with your goals and aspirations.Transform your passion into profit! 💰 Get started with LearnWorlds' free trial and start earning from your expertise today. In the vast world of online learning, every detail counts. So, take the time to pick wisely. Your choice today can shape your e-learning journey tomorrow by adding valuable skills. Act now and embark on a learning adventure tailored just for you. Frequently Asked QuestionsHow does LearnWorlds pricing work?LearnWorlds offers different pricing plans to cater to various needs. You can choose from monthly or annual subscriptions based on the features you require. Each plan provides unique benefits, such as unlimited courses, custom domains, and marketing tools.What are the key features included in all LearnWorlds pricing plans?All LearnWorlds pricing plans include essential features like unlimited video hosting, interactive videos, drip-feed courses, quizzes, certificates, and integrated payment gateways. You get access to 24/7 customer support and the ability to create your branded online school.Are there any special offers or discounts available for LearnWorlds pricing plans?LearnWorlds frequently runs promotions offering discounts on their pricing plans. Keep an eye out for seasonal sales or special events where you can save on your subscription. They provide exclusive discounts for educational institutions and non-profits.Can I switch between LearnWorlds pricing plans if my needs change?Yes, LearnWorlds allows you to upgrade or downgrade your pricing plan at any time to accommodate your changing requirements. Whether you need more advanced features or want to scale back temporarily, you have the flexibility to adjust your subscription accordingly.How do I determine the right LearnWorlds pricing plan for my online course business?Choosing the right LearnWorlds pricing plan depends on factors like the number of courses you offer, expected student enrollment, desired customization options, and marketing needs. Evaluate your specific requirements against the features included in each plan to make an informed decision.Useful Links: |
2024.05.15 15:23 a_r623 Question on "Customer Invoicing/AR" services
This group has been so helpful so I had one more question:
Do you provide a "Customer Invoicing/AR" service for clients as an add-on? From what I understand, most firms are batching all invoices to be sent on a weekly basis after client approval. And obviously making clear they are not a collection agency in the engagement letter
I'm just curious, how is the batch data of Invoices to be sent collected from the client in the first place? Is this the clients responsibility to fill out some sort of templated excel throughout the week which are then sent directly within QBO to client emails at the end of the week or what's been the best way to do it?
submitted by a_r623 to Bookkeeping [link] [comments]
Do you provide a "Customer Invoicing/AR" service for clients as an add-on? From what I understand, most firms are batching all invoices to be sent on a weekly basis after client approval. And obviously making clear they are not a collection agency in the engagement letter
I'm just curious, how is the batch data of Invoices to be sent collected from the client in the first place? Is this the clients responsibility to fill out some sort of templated excel throughout the week which are then sent directly within QBO to client emails at the end of the week or what's been the best way to do it?
2024.05.15 10:03 VayagishBlackish Why Bother with RR 7-2024? Just Replace Your ORs and Be Done with It!
 | Well, it might be because you lack the time, resources, or both. But I asked myself: Do I really need to cross out each OR, add "invoice," ensure the "not valid for input tax" message is visible, and then report to the BIR? Why not just replace my ORs with invoices? That’s exactly what I did. Here’s the scoop submitted by VayagishBlackish to FrelanceTaxPH [link] [comments] Every platform, accounting firm, and tax guru was clamouring to spread the news about RR 7-2024. I released an article about this even before the regulation was officially announced—check it out here. The Revenue Regulation informs taxpayers that Official Receipts (ORs) are now demoted to secondary status. You can use your current ORs until the end of the year, after which you’ll need to submit an inventory of all unused ORs to the BIR. Efficiency, thy name is not RR 7-2024. I promptly swapped all my ORs for Service Invoices, cheerfully ignoring RR 7-2024. Freelancers and professionals, gather 'round—let me save you from the black hole of searching, fact-checking, and prepping for a BIR visit. Step 1: Reconnect with Your Printer: Remember your trusty, accredited printer? Give them a call and let them know you’re switching from ORs to invoices. Send them a template (There's a copy below) to ensure all the necessary components appear on your new invoice. Ask them to whip up a sample template for you to bring to the BIR. Step 2: Apply for a New Authority to Print (ATP) Armed with your printer’s template and a photocopy of your previous ATP certificate, head to your Revenue District Office (RDO). Declare your intention to switch from ORs to invoices under the EOPT law. Here’s what you’ll need:
Once you’ve got your new ATP, hand it over to your printer so they can start churning out your shiny new invoices. That's actually it... It will take you about a day or two depending how fast your RDO or how many people the office is servicing that day. I know you have some questions here are some answers: What happens to the unused ORs? According to the BIR, you can keep them as secondary receipts. They don't expire, so hang onto them for acknowledging payments. Just remember, they can’t be used for VAT transactions. Personally, I’m sticking them in a drawer for the next decade. Who needs two receipts anyway? Do I need to pay to replace my receipts? The BIR won’t charge you for the ATP application, but your printer will certainly charge for the new invoice printing. What type of invoice should I use? Reddit and social media are abuzz with confusion over Service Invoices, Charge Invoices, Billing Invoices, etc. My tip? Let the BIR and your printer sort it out. They’ll determine the best invoice type based on your activities. Typically, Service or Billing Invoices are the go-to options. Visit your RDO for clarity. There you have it! If you have the resources and a couple of days to spare, go ahead and replace your ORs with invoices instead of following RR 7-2024 to the letter. Remember, the regulation’s suggestion is a temporary fix, so you’ll be visiting the BIR eventually. Good luck! Oh here is a sample receipt given by the front liners in my RDO: https://preview.redd.it/4hcbml1xrj0d1.png?width=1414&format=png&auto=webp&s=81bcca533809c4ac5dd7553b0d270137c1f080ef Thumbs up! |
2024.05.15 09:27 LieDue2550 A Freelancer’s Toolkit: 9 Must-Have Tools
Freelancing can be an incredibly rewarding career path, offering flexibility, independence, and the opportunity to work on a variety of projects. However, to succeed as a freelancer, you need the right tools to manage your business efficiently. Whether you are a seasoned freelancer or just starting out, having a well-stocked toolkit is essential. In this blog post, we will explore some must-have tools that every freelancer should consider incorporating into their workflow. At the forefront of our list is Feedcoyote, a comprehensive tool designed to streamline and enhance your freelancing experience.
Sign-Up on Feedcoyote - https://feedcoyote.com/
submitted by LieDue2550 to EntrepreneurHQ [link] [comments]
1. Feedcoyote: The Ultimate Freelancing Companion
Feedcoyote is a powerful platform tailored specifically for freelancers. It offers a range of features that help you manage your projects, clients, and finances seamlessly. Here’s why Feedcoyote should be your go-to tool:Sign-Up on Feedcoyote - https://feedcoyote.com/
Project Management
Feedcoyote allows you to keep track of all your projects in one place. You can create project timelines, set milestones, and track progress effortlessly. The intuitive interface makes it easy to manage multiple projects simultaneously without feeling overwhelmed.Client Communication
Effective communication is key to freelancing success. Feedcoyote provides a centralized hub for all your client interactions. You can send messages, share files, and receive feedback directly through the platform, ensuring that nothing gets lost in the shuffle.Invoicing and Payments
One of the most challenging aspects of freelancing is managing invoices and payments. Feedcoyote simplifies this process by allowing you to create and send professional invoices, track payment statuses, and even set up automated reminders for overdue payments. This feature helps you maintain a steady cash flow and reduces the time spent on administrative tasks.Time Tracking
Accurate time tracking is crucial for billing clients and managing your workload. Feedcoyote includes a built-in time tracking tool that lets you log hours spent on each project. This data can be easily integrated into your invoices, ensuring transparency and accuracy.Financial Insights
Feedcoyote provides insightful financial reports that help you understand your earnings, expenses, and overall financial health. This information is invaluable for budgeting, tax preparation, and long-term planning.2. Trello: Visual Project Management
Trello is a popular project management tool that uses a card-based system to help you organize tasks and projects visually. Each project can be broken down into boards, lists, and cards, making it easy to see what needs to be done and when. Trello’s flexibility and user-friendly interface make it a favorite among freelancers for managing both personal and professional tasks.3. Slack: Communication and Collaboration
For freelancers working with remote teams or multiple clients, Slack is an essential communication tool. It allows you to create channels for different projects, teams, or topics, making it easy to keep conversations organized. Slack also integrates with many other tools, such as Google Drive, Trello, and Feedcoyote, streamlining your workflow.4. Grammarly: Writing Assistant
Good communication is crucial for freelancers, whether you’re drafting emails, creating content, or writing reports. Grammarly is an AI-powered writing assistant that helps you improve your writing by checking for grammar, punctuation, and style errors. It also offers suggestions for clarity and conciseness, ensuring that your writing is polished and professional.5. Canva: Design Made Easy
As a freelancer, you often need to create visually appealing content, whether it’s for social media, presentations, or marketing materials. Canva is a versatile design tool that allows you to create stunning graphics with ease. It offers a wide range of templates, images, and fonts, making it accessible even if you have no prior design experience.6. Toggl: Simple Time Tracking
Toggl is a straightforward time tracking tool that helps you monitor how much time you spend on different tasks. It’s perfect for freelancers who need to track billable hours or simply want to understand how they’re spending their time. Toggl’s reports provide valuable insights that can help you optimize your productivity.7. Zoom: Virtual Meetings
Virtual meetings have become a staple of modern freelancing. Zoom is a reliable video conferencing tool that allows you to host meetings, webinars, and virtual events with ease. Its features include screen sharing, recording, and breakout rooms, making it ideal for client consultations and team collaborations.8. Google Workspace: Productivity Suite
Google Workspace (formerly G Suite) includes a suite of productivity tools such as Gmail, Google Drive, Google Docs, Sheets, and Slides. These tools are essential for document creation, storage, and collaboration. The seamless integration between these apps enhances your ability to work efficiently and share information with clients and collaborators.9. LastPass: Password Management
As a freelancer, you likely use numerous online tools and services, each requiring a secure password. LastPass is a password manager that stores and encrypts your passwords, allowing you to access them easily and securely. This tool helps you maintain strong, unique passwords for all your accounts, reducing the risk of security breaches.10. Wave: Free Accounting Software
Keeping your finances in order is crucial for freelancing success. Wave offers free accounting software that helps you manage your income, expenses, and invoices. It also provides features for bank reconciliation, receipt scanning, and financial reporting. Wave’s user-friendly interface makes it accessible even if you have limited accounting experience.Conclusion
Equipping yourself with the right tools can make a significant difference in your freelancing journey. Feedcoyote stands out as a comprehensive solution that addresses many of the challenges freelancers face, from project management to invoicing. Alongside other essential tools like Trello, Slack, and Grammarly, Feedcoyote can help you streamline your workflow, improve communication, and enhance your overall productivity. By investing in these tools, you can focus more on what you do best and less on administrative tasks, paving the way for a successful freelancing career.2024.05.15 06:49 solaiman97 Custom Xero Invoice Template Design Xero Custom DOCX Invoice
 | submitted by solaiman97 to XeroInvoiceTemplate [link] [comments] |
2024.05.15 06:47 solaiman97 Xero Custom Invoice Template Branding Design Xero Custom DOCX Template
| | submitted by solaiman97 to u/solaiman97 [link] [comments] |
2024.05.15 01:03 DeepAd5387 Dunning letters by subsidiary
We are in the process of bringing on an additional subsidiary who would also like to use the dunning module. In the event that two subsidiaries share a customer, we want to send one dunning letter per subsidiary with the balance the customer owes just to that specific subsidiary, and a statement specific to that sub.
Our customers are set up where the primary subsidiary is the holding company, and then the rest of the subsidiaries are listed as additional subsidiaries on the "subsidiaries" tab.
I've explored using invoice dunning and don't think this is the best option because we don't want to send out a letter for each individual invoice. It seems that our best option is to control this via the fields we are pulling in to the dunning template(s). The reason I'm slightly optimistic is because if you go to the "Subsidiaries" tab on the customer record, you can see a field for the balance by subsidiary. I'm hoping this could mean there are subsidiary level controls available.
Any help would be greatly appreciated, I've been spinning my wheels on this for a while now
submitted by DeepAd5387 to Netsuite [link] [comments]
Our customers are set up where the primary subsidiary is the holding company, and then the rest of the subsidiaries are listed as additional subsidiaries on the "subsidiaries" tab.
I've explored using invoice dunning and don't think this is the best option because we don't want to send out a letter for each individual invoice. It seems that our best option is to control this via the fields we are pulling in to the dunning template(s). The reason I'm slightly optimistic is because if you go to the "Subsidiaries" tab on the customer record, you can see a field for the balance by subsidiary. I'm hoping this could mean there are subsidiary level controls available.
Any help would be greatly appreciated, I've been spinning my wheels on this for a while now
2024.05.14 22:00 Soninetz Softr Pricing: updated Affordable Plans and Costs
 | Did you know that 80% of businesses struggle with pricing their products effectively? Pricing plays a crucial role in the success of any business, and finding the right balance is key. When it comes to pricing software, getting it right is even more critical. Softr pricing offers a solution that simplifies this complex process, helping businesses optimize their pricing strategies effortlessly. In this post, we will explore the benefits of Softr pricing and how it can revolutionize your approach to pricing software products. submitted by Soninetz to NutraVestaProVen [link] [comments] Useful Links: Key Takeaways
Understanding Softr Pricing PlansSoftr is revolutionizing the way individuals, entrepreneurs, SMBs, agencies, and larger enterprises build web applications without code. With its intuitive platform, Softr offers a range of pricing plans tailored to various needs and budgets. In this comprehensive guide, we'll explore each pricing tier in detail to help you make an informed decision.1. Free Plan: Ideal for Passion ProjectsFor individuals embarking on passion projects or exploring new ideas, Softr's Free Plan offers a perfect starting point. Here's what you get with this plan:
2. Basic Plan: Empowering EntrepreneursEntrepreneurs looking to launch new products and ventures can benefit greatly from Softr's Basic Plan. Here's what you get with this plan:
3. Professional Plan: Perfect for SMBs and AgenciesSmall to medium-sized businesses (SMBs) and agencies seeking to build portals and internal tools can find everything they need with Softr's Professional Plan. Here's what you get with this plan:
4. Business Plan: Advanced Solutions for TeamsTeams engaged in building advanced custom applications can leverage the powerful features of Softr's Business Plan. Here's what you get with this plan:
5. Enterprise Plan: Tailored Solutions for Larger CompaniesFor larger enterprises requiring extra volume, security, and dedicated support, Softr's Enterprise Plan offers customized solutions. Here's what you get with this plan:
Choosing the Right Softr Pricing PlanWhether you're an individual with a passion project, an entrepreneur launching a new venture, an SMB or agency building portals and internal tools, or a larger enterprise in need of advanced solutions, Softr has a pricing plan tailored to your needs. Evaluate your requirements, budget, and goals carefully to choose the plan that aligns best with your objectives. With Softr, you can unlock the power of no-code app development and bring your ideas to life without limitations.BenefitsMonthly billing offers flexibility for users who prefer short-term commitments and the ability to adjust their subscription payments based on their needs. It allows users to pay on a month-to-month basis without a long-term contract, providing them with the freedom to cancel or change their plan easily.AdvantagesAnnual billing, on the other hand, provides cost savings for those willing to commit to a longer period upfront. Subscribers often receive discounts or incentives when opting for an annual payment plan, resulting in lower overall costs compared to monthly billing. This option is ideal for users or businesses looking to save money in the long run by managing data.Pricing Structures ComparisonWhen comparing the pricing structures between monthly and annual plans, it's essential to consider factors such as total cost, payment frequency, and budgeting preferences. Monthly plans offer more immediate flexibility but may cost more over time, while annual plans provide savings but require a larger upfront investment.Useful Links: Evaluating Softr's ValueValue Propositiontr's pricing plans offer a versatile range of features tailored to different user requirements and data. The platform provides options for both individuals and businesses, ensuring flexibility for users in choosing the right plan based on needs.User-Centric PlansThe pricing tiers cater to various user needs, from personal projects to enterprise solutions. Users can select plans based on factors like the number of websites needed, custom domains, and e-commerce capabilities.Scalability Optionstr's plans come with scalability options that allow users to upgrade or downgrade as their needs evolve. This ensures that users have the freedom to adjust their subscription based on changing requirements.Features and CapabilitiesKey FeaturesSoftr's plans offer a range of features to cater to diverse needs of users and data. Users can easily create item details, display details, and profiles. The platform also supports testimonials, reviews, and notes for enhanced user engagement with users' data.CapabilitiesWith Softr, users can leverage powerful capabilities such as Charts, Calendar, Inbox, and Kanban boards. These tools enable efficient project management and seamless collaboration among team members.Additional Features in Business and Enterprise PlansThe Business and Enterprise plans of Softr come with advanced features to elevate user experience for users and manage data. Users can integrate external data sources effortlessly, customize their specific details page, and engage in interactive discussions through the platform's dedicated chat feature.
Special Offers and DiscountsNew User PromotionsSoftr frequently offers special discounts and promotional deals for new users signing up during specific events or weeks. These promotions often include custom codes that users can apply at checkout to avail of discounted pricing.Loyalty Programs and Referral BonusesFor existing users, Softr provides loyalty programs and referral bonuses as part of their deal status. Users can benefit from these programs by referring friends or businesses to the platform, earning rewards such as free email domains or additional features.Ongoing OffersUsers can also find ongoing offers listed in the footer section of the Softr website. These offers may include security code upgrades, standard email integrations, or even opportunities to delete records for enhanced data management.Final RemarksIn evaluating Softr's pricing plans, you've gained insights into the value they offer, whether through monthly or annual billing. By understanding the features, capabilities, and special discounts available, you're better equipped to make an informed decision that aligns with your needs and budget. Remember, the key is to assess how Softr can best support your goals while maximizing the benefits it provides.As you navigate the realm of Softr pricing, keep in mind the significance of choosing a plan that not only fits your current requirements but also scales with your future aspirations. Take advantage of the knowledge you've acquired to select a pricing plan that propels your projects forward efficiently and cost-effectively. Your success with Softr starts with selecting the right plan for you. Ready to level up your data game? Try Softr for free and create amazing portals or tools effortlessly! Frequently Asked QuestionsWhat are the different Softr pricing plans available?tr offers various pricing plans tailored to different needs, including a free plan with basic features, a Pro plan for advanced functionalities, and a Business plan for scaling up your projects.Is it better to opt for monthly or annual billing with Softr?Opting for annual billing with Softr can save you money compared to monthly billing. You get a discount when you choose the annual subscription, making it a cost-effective choice in the long run.How can I evaluate the value of Softr for my projects?You can evaluate Softr's value by considering its ease of use, range of features like customizable templates and integrations, customer support quality, and how well it aligns with your project requirements.What key features and capabilities does Softr offer?tr provides essential features like drag-and-drop builder, responsive design, database integration, e-commerce functionality, SEO tools, and more. These features empower you to create professional websites and web applications efficiently.Does Softr offer any special offers or discounts?tr occasionally provides special offers and discounts on their pricing plans. Keep an eye out for promotions during holidays or special events to take advantage of discounted rates and enhance your savings.Useful Links: |
2024.05.14 21:17 vickyjensen11 Beyond the Hourly Grind: The Power of Time Tracking for Freelancers
The freelancer's existence is a maddening rush between tasks, deadlines, and trying to find new customers. However, one important element often fades against the backdrop of excitement and freedom: time tracking with screenshots.
The freelancer's existence is a maddening rush between tasks, deadlines, and trying to find new customers. However, one important element often fades against the backdrop of excitement and freedom: time tracking with screenshots.
Most freelancers utilize an hourly billing model, forecasting the scope of work for the project and the amount, more or less, of how many hours to devote, believing or not to use intuition to establish rates. It seems simple, but in fact, there are several pitfalls.
The problem with this approach is twofold. First, estimating timelines accurately is challenging with concrete data on how long specific tasks take. This can lead to undercharging clients for your work, which hurts your bottom line.
Secondly, the hourly model doesn't account for the actual value you deliver. Clients increasingly seek freelancers who can solve problems and deliver results, not just clock hours. With data to quantify your time spent on specific project aspects, it becomes easier to justify your rates and demonstrate the value you bring to the table.
Here's how time tracking software unlocks the power for freelancers to move beyond the hourly grind:
Improved Project Estimation: A time tracker with screenshots enables the user to generate more precise estimates by providing historical data on past projects and time spent on similar tasks. This reduces the risk of undercharging clients, builds trust, and strengthens your professional reputation. A lot of time tracking systems come with features like project templates and historical data analysis, which make the creation of estimates even simpler. Research carried out by Toggl showed that 77% of freelancers who make use of time tracking software testified to have better project estimation.
Talygen's remote team monitoring tools emphasize trust and self-control, not control over team members.
Most freelancers utilize an hourly billing model, forecasting the scope of work for the project and the amount, more or less, of how many hours to devote, believing or not to use intuition to establish rates. It seems simple, but in fact, there are several pitfalls.
submitted by vickyjensen11 to u/vickyjensen11 [link] [comments]
The freelancer's existence is a maddening rush between tasks, deadlines, and trying to find new customers. However, one important element often fades against the backdrop of excitement and freedom: time tracking with screenshots.
Most freelancers utilize an hourly billing model, forecasting the scope of work for the project and the amount, more or less, of how many hours to devote, believing or not to use intuition to establish rates. It seems simple, but in fact, there are several pitfalls.
The Limitations of the Hourly Grind
Let’s try to explain this with an example: You accept a new project with an estimated turnaround time of 20 hours. You dive in, head down, focused on delivering high-quality work. But as the deadline approaches, you realize with a sinking feeling that you've underestimated the time required by a significant margin. This situation is typical for freelancers relying solely on hourly billing.The problem with this approach is twofold. First, estimating timelines accurately is challenging with concrete data on how long specific tasks take. This can lead to undercharging clients for your work, which hurts your bottom line.
Secondly, the hourly model doesn't account for the actual value you deliver. Clients increasingly seek freelancers who can solve problems and deliver results, not just clock hours. With data to quantify your time spent on specific project aspects, it becomes easier to justify your rates and demonstrate the value you bring to the table.
Time Tracking for Long-Term Success
This is where time tracking software can be a game-changer for freelancers. Automatically recording your time on different tasks and projects provides invaluable insights that empower you to take control of your workflow and build a more profitable business.Here's how time tracking software unlocks the power for freelancers to move beyond the hourly grind:
Improved Project Estimation: A time tracker with screenshots enables the user to generate more precise estimates by providing historical data on past projects and time spent on similar tasks. This reduces the risk of undercharging clients, builds trust, and strengthens your professional reputation. A lot of time tracking systems come with features like project templates and historical data analysis, which make the creation of estimates even simpler. Research carried out by Toggl showed that 77% of freelancers who make use of time tracking software testified to have better project estimation.
- Enhanced Productivity and Efficiency: Have you ever been in a situation where the day ended without completing anything? We've all been there. Screen capture as a tool for self-awareness is a powerful way to track the time. Tracking your time spent on different activities throughout the day will offer you the opportunity to learn where your time goes. This way you can single out the time-eaters like distracting social media or ineffective workflow.
- Data-Driven Pricing: Let's face it: it sometimes can be a difficult situation when clients want to know why your hourly rate is what it is without any data to support it. This is the point where the time tracking with screenshots matters the most.
Talygen's Remote Team Monitoring Tools: A Feature-Rich Solution
The selection of a time tracking software, for your freelance business, is not an easy task. However, Talygen's remote team monitoring tools have a lot to offer.- Detailed Time Tracking: Easily track the time you spend on separate tasks and projects. With Talygen, you can classify your time, put limits on expenses, and make detailed reports for deep data analysis.
- Automatic Screenshots (with Privacy Options): Gain valuable insights into your work patterns with Talygen's automatic screenshot feature. However, it understands the importance of privacy. You have complete control over when screenshots are captured and the ability to blur sensitive information.
- Project Management Features: Talygen's integrated project management tools simplify your workflow. Create projects, assign tasks, set deadlines, and collaborate with clients seamlessly within the platform.
- Invoicing and Reporting: Generate professional invoices directly from your tracked time data. Talygen's reporting tools allow you to create customized reports to impress clients and showcase the value you deliver.
In Conclusion
Some freelancers may have more difficulties in the beginning in getting accustomed to time tracking with screenshots because they fear being micromanaged. On the other hand, you need to understand that time tracking is not a means to keep a close watch over all your movements but to supply you with useful data.Talygen's remote team monitoring tools emphasize trust and self-control, not control over team members.
Most freelancers utilize an hourly billing model, forecasting the scope of work for the project and the amount, more or less, of how many hours to devote, believing or not to use intuition to establish rates. It seems simple, but in fact, there are several pitfalls.
2024.05.14 17:34 Beneficial-Wall7598 Email template formatting
Newbie to HTML coding here
Looking to set up a few email templates for sales orders and invoices. I’m finding that when I use the dynamic fields, the text does not take on the font/color I’ve designated in the template when it sends an email.
Any tips or things I can look for? Thank you!
submitted by Beneficial-Wall7598 to Netsuite [link] [comments]
Looking to set up a few email templates for sales orders and invoices. I’m finding that when I use the dynamic fields, the text does not take on the font/color I’ve designated in the template when it sends an email.
Any tips or things I can look for? Thank you!
2024.05.14 12:46 EdeDePopede Headband Bracket plastic piece broken - any chance of replacement?
 | Hi Hyperx team. In a last desperate attempt i try to get some help here. 5 months ago i purchased the Hyperx Cloud2 and i was satisfied until last week the plastic piece of the headband bracket broke. I have found some postings here that confirmed the same problem, so it should not be any news to hyperx. However in the meantime i managed to contact the hyperx support team (via https://hyperx.com/pages/support and the also the German web form). submitted by EdeDePopede to HyperX [link] [comments] I was in touch with "Julia", "Karsten", (GER support) and "Maithili" (ENG support) - all HyperX EU Care. They requested some photos of the piece, which i want to have replaced. Also an invoice and a hand written conrifmation (date of inquiry included) had been provided. No result but they keep sending me the same Email template. By now i do not even think they read my Emails, they just copy&paste their template. During my time when i was a SV in a service center we always had some people (key account managers and some others) who could "bypass" the processes and "get things done". This is what i am hoping here to get, because i do not have the impression that these agents are willing or able to help me at all. I can provide further photos/invoice/information via email/private message. It is highly inconvenient how a little plastic piece (worth at best 3 EUR) causes such a headache. I really would like to keep this headset, as the performance is quite good, but i will not hesitate to get my money back and switch to another brand if this replacement request keeps failing. :( Thanks for your time. https://preview.redd.it/4q4wc34kjd0d1.png?width=359&format=png&auto=webp&s=fe65400775a36956733c3a6282379ae45fab4bd9 https://preview.redd.it/lwxmh7mkjd0d1.png?width=710&format=png&auto=webp&s=4b89c1f6e15f686689e932eac76ad8ce9af7f9bc |
2024.05.14 07:01 solaiman97 Custom DOCX Xero Invoice Template Branding Design
 | submitted by solaiman97 to XeroInvoiceTemplate [link] [comments] |
2024.05.14 07:00 solaiman97 Xero Custom Invoice Template Branding Design
 | submitted by solaiman97 to u/solaiman97 [link] [comments] |
2024.05.14 02:17 GIS_n00b Seeking feedback on the pressure washing specific CRM I'm building
TLDR; built a crm specifically for pressure washing: plaidquotes.com, looking for feedback. Lots of features, contact me if you have any questions on how it works, or have any suggestions/requests at [kevin@plaidquotes.com](mailto:kevin@plaidquotes.com) .
I've been building a crm over the past year (I'm a software engineer by trade) specifically for the pressure washing industry, and I'm seeking feedback. It's live, so by all means go use it. In addition to feedback, I'm also looking to quantify upsell amounts (this was specifically designed to increase upsells), and gather information on common usage amounts so I can calculate my costs for hosting, CPU usage, storage fees, etc. I've been trying to design it in such a way that it remains easy to use and understand, while still providing beneficial insights into your business. That being said, there's still a lot in there. If you have any questions, please don't hesitate to reach out either here or my email [kevin@plaidquotes.com](mailto:kevin@plaidquotes.com) .
Some information to get you started: This was specifically designed to increase upselling. As such, it automatically sends EVERY quote you put on a property to a customer, every single time. I never understood why we always just respond with "here's the quote you asked for". Instead, "would you like fries with that?". Also, once you quote a house, you'll never have to do it again. And why should you? You've already looked it up on zillow, measured everything out on google etc. The quotes on the property are permanent (they can be edited in realtime, and you can delete them), and the customer can use the link you send them to book jobs forever, without having to call you to ask for quotes.
I'm operating under the assumption that all 2 story 2500 sq vinyl houses (for example) are pretty much the same, with some caveats. I understand that not everybody does it this way, that's fine. And you can still very easily edit the prices to apply to specific properties. When you create a new account, it will come with a sample "quote collection" and "saved quote". Quote collections are what they sound like, and my current users are calling them "2500 sq ft 2 story vinyl" for example. You should put all of the quotes that apply to every house in the category in your collection to make adding quotes to properties easier. They can be edited before posting to a property, as well as after, so if there is something about a specific house that increases the pricing of gutter cleaning, for instance, that can be edited on the fly. Saved quotes are things like decks, gazebos, etc. Things that don't apply to every house, but that you see with some regularity.
Quotes are permanently attached to the property, until you delete them. They can be edited in bulk, so if you want to up all of your prices across the board by 3%, you can do that. Or if you want to update all roof wash prices, you can do that as well.
Example usage: Joe Schmo calls, he lives at 1234 main str and wants a house wash quote. You type in his address, it'll pop up in the autocomplete. When you click it, it takes you to that address, and gives you all of the info on that address (past jobs, upcoming jobs, customers, etc.). Click on the quote collection that applies to that address, make any edits you need, click on the house wash quote in the "existing quotes" box, and fire the email.
Joe Schmo will get an email, with a list of your quotes that he can scroll through at his own leisure, select the services he wants, and book. This also asks for his name/phone number (if you don't already have it in the crm) and optionally, lead source. This will populate his data into the crm for you.
That request will show up on your dashboard as a requested job. Click on it to see the job, schedule, etc. Scheduling also automatically generates an invoice, which follows your payment terms (or defaults to net-30 commercial and net-7 residential.
Customers also receive job tracking emails, where they can track the status of their job.
Automated email is about to be released (just have more testing to do), which will allow you to create custom email templates that go out at your specified times (i.e. a week after you send quotes if they haven't booked, a day before scheduled job as confirmation, a month before what you deem to be a follow-up/repeat service, etc.).
Several other features are in the pipeline, and definitely reach out if you have any requests/suggestions/comments/concerns.
submitted by GIS_n00b to pressurewashing [link] [comments]
I've been building a crm over the past year (I'm a software engineer by trade) specifically for the pressure washing industry, and I'm seeking feedback. It's live, so by all means go use it. In addition to feedback, I'm also looking to quantify upsell amounts (this was specifically designed to increase upsells), and gather information on common usage amounts so I can calculate my costs for hosting, CPU usage, storage fees, etc. I've been trying to design it in such a way that it remains easy to use and understand, while still providing beneficial insights into your business. That being said, there's still a lot in there. If you have any questions, please don't hesitate to reach out either here or my email [kevin@plaidquotes.com](mailto:kevin@plaidquotes.com) .
Some information to get you started: This was specifically designed to increase upselling. As such, it automatically sends EVERY quote you put on a property to a customer, every single time. I never understood why we always just respond with "here's the quote you asked for". Instead, "would you like fries with that?". Also, once you quote a house, you'll never have to do it again. And why should you? You've already looked it up on zillow, measured everything out on google etc. The quotes on the property are permanent (they can be edited in realtime, and you can delete them), and the customer can use the link you send them to book jobs forever, without having to call you to ask for quotes.
I'm operating under the assumption that all 2 story 2500 sq vinyl houses (for example) are pretty much the same, with some caveats. I understand that not everybody does it this way, that's fine. And you can still very easily edit the prices to apply to specific properties. When you create a new account, it will come with a sample "quote collection" and "saved quote". Quote collections are what they sound like, and my current users are calling them "2500 sq ft 2 story vinyl" for example. You should put all of the quotes that apply to every house in the category in your collection to make adding quotes to properties easier. They can be edited before posting to a property, as well as after, so if there is something about a specific house that increases the pricing of gutter cleaning, for instance, that can be edited on the fly. Saved quotes are things like decks, gazebos, etc. Things that don't apply to every house, but that you see with some regularity.
Quotes are permanently attached to the property, until you delete them. They can be edited in bulk, so if you want to up all of your prices across the board by 3%, you can do that. Or if you want to update all roof wash prices, you can do that as well.
Example usage: Joe Schmo calls, he lives at 1234 main str and wants a house wash quote. You type in his address, it'll pop up in the autocomplete. When you click it, it takes you to that address, and gives you all of the info on that address (past jobs, upcoming jobs, customers, etc.). Click on the quote collection that applies to that address, make any edits you need, click on the house wash quote in the "existing quotes" box, and fire the email.
Joe Schmo will get an email, with a list of your quotes that he can scroll through at his own leisure, select the services he wants, and book. This also asks for his name/phone number (if you don't already have it in the crm) and optionally, lead source. This will populate his data into the crm for you.
That request will show up on your dashboard as a requested job. Click on it to see the job, schedule, etc. Scheduling also automatically generates an invoice, which follows your payment terms (or defaults to net-30 commercial and net-7 residential.
Customers also receive job tracking emails, where they can track the status of their job.
Automated email is about to be released (just have more testing to do), which will allow you to create custom email templates that go out at your specified times (i.e. a week after you send quotes if they haven't booked, a day before scheduled job as confirmation, a month before what you deem to be a follow-up/repeat service, etc.).
Several other features are in the pipeline, and definitely reach out if you have any requests/suggestions/comments/concerns.
2024.05.13 23:12 33_p0tat03s How do I change the invoice template to the old version?
 | At my old job, when qb came out with the new version of the invoices, we changed it back to the old version. However, with my new job, my coworkers were asking me if I knew how to change it back and I told them I did. I remember there was a button on the top right to change it back, but its not showing up for us? Has anyone managed to change it back a different way? submitted by 33_p0tat03s to QuickBooks [link] [comments] This is how it looks like, https://preview.redd.it/rk7qwdg3c90d1.png?width=1886&format=png&auto=webp&s=8d10fc82edfd7ecb34e0e804d112321bda1c2b5d Edit: Thank you to everyone who has replied!! So far for us, whenever we print our invoices, the template shows up as it did with the old version. The issue is the layout of creating and editing the invoices that we all hate 🥲. I wonder if they took away the option to change back to the old version, because too many people hated it? |
2024.05.13 20:17 ahmed_samir_gho Payment terms
My invoice has a net 30 payment term, but the payment terms in my invoice sheet template are 45. Is this fine, or should I change it to 30?
submitted by ahmed_samir_gho to Welocalize [link] [comments]