Final invoice - printed all nice??

When I go out and give an est, I use forms that I got from 44Tools... I had write everything down on the paper, give them their copy.

After I do the job, I note that they paid and give them a 2nd copy of the above.. (It's a 3-part form)


I just installed QB and I'm going thru everything... Working backwards from current to 2 yrs ago cause I'm also scanning in all my paperwork to pdfs so I have every piece of information a click away..

Anyhoo - I'm working on the invoice part, and I was just wondering if I should continue the way I am doing it, or should I print up an invoice from QB and take that when I actually go and do the job.

The only reason I do it the way I am now is because that's how the shop I used to work at did it.... but they were far from the "be-all-end-all this is how to do it" type shop..


Also - when you give them either an est. or invoice, do you include the sizes of the windows? I tend to break it down either by room or floor, but I don't write down sizes or anything..


RoAcH

i have QB.

if i need to give an estimate first, i type it up on and printed out. it then gets saved, so when you do get the job, when you go to the invoice section, and select the company/person, it reminds of the estimate(s) of the person yo uhad give to. select it. and BOOM! no need to retype everything.

I do the same, enter the estimate after each bid.

This way I can create the invoice on one click. If I need to edit the invoice, real simple and quick.

When going to the job, print two invoices. Have the customer sign yours once complete, and leave the other with the customer.