Billings

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  • 1.0 stars

    "Still looking for a decent alternative"

    June 5, 2008  |   By Frank Pryor

    Summary

    This review was originally posted on VersionTracker.com.
    Every time I do my billing with this program I search for something to replace it with. Note to Market Circle: this is NOT the user experience you're looking for.

    When sending an estimate or an invoice you must remember to MANUALLY select all of the item slips before creating the document. If you do not hit the Preview button before sending you will not know if you've missed one of the slips. If you find you've missed one of the slips you have to cancel out of the dialog, LOSING ANY COMMENTS YOU'VE MADE at that stage.

    Billings allows you to turn those estimates into invoices. Again, you must remember to select all of the "slips" before creating the invoice or your billing will be wrong. When you get to the Create Invoice dialog you will notice that the software does not carry over the job description in the comments field from the ESTIMATE but from the LAST INVOICE, which likely has nothing to do with the invoice you are currently working on.

    The "solution" is to search for the PDF of the original estimate, copy the comments from that document and paste them into the invoice.

    In short, Billings provides multiple opportunities to produce INACCURATE or INAPPROPRIATE estimates and invoices and makes more work for you than it should.

    In addition, you are able to assign a State to a project but this is of limited utility. The available states are Estimate Active Completed or Cancelled. One of the critical questions one has about workflow is whether or not a job has been BILLED, but there is no label that reflects this state.

    The best thing I can say about this software is that it keeps me away from Quickbooks for estimating and invoicing, but I am desperate for someone to produce a functional alternative, or alternatively for Billings to make these small but critical changes.


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