Latest news with #invoicing
Entrepreneur
2 days ago
- Business
- Entrepreneur
Enjoy a Lifetime of Intuit QuickBooks Desktop Pro Plus for Just $250
Keep track of all your company's finances in one place with expense tracking, invoicing, bookkeeping and more, all in one user-friendly program. Disclosure: Our goal is to feature products and services that we think you'll find interesting and useful. If you purchase them, Entrepreneur may get a small share of the revenue from the sale from our commerce partners. Many small businesses have only one owner and no employees, which means they have to handle crucial accounting tasks on their own. Fortunately, Intuit QuickBooks® Desktop Pro Plus 2024 offers everything a business owner needs to manage company finances all in one program. Best of all, a lifetime license is on sale for just $249.99, a 64% discount off the regular $699 retail price. This powerful software was designed specifically to offer a full suite of features that help freelancers, small business owners and more perform financial management tasks accurately and efficiently. That includes processing purchase and sales orders, job costing, time tracking and so much more. This QuickBooks® version makes it so much easier to manage inventory, vendors and customers. You won't have to deal with the headaches of tracking the value and depreciation of fixed assets anymore, either. Not only will generating professional reports be a breeze, but the reports will be infinitely more useful. QuickBooks® Desktop Pro Plus 2024's reporting tools bring insights to the reports that help you make more informed financial decisions, which can be enormously useful in achieving your goals. Importing data from Excel or older QuickBooks® versions is seamless. This program integrates with TurboTax, QuickBooks® Online, other Intuit® tools and financial institutions. The enhanced bank feeds make reconciliation a snap. You'll also get all the latest features and updates, as well as support for multiple languages. Now you can save time, stay organized and confidently manage your company finances forever. This is a one-time purchase for a single Windows lifetime license with no hidden costs, so you won't have to worry about expensive subscription fees. Installation is effortless with step-by-step guidance for an easy, quick setup. Get your lifetime license for Intuit QuickBooks® Desktop Pro Plus 2024 today while it's available for only $249.99, a discount of 64% off the regular $699 retail price. StackSocial prices subject to change.
Finextra
16-05-2025
- Business
- Finextra
TreviPay and Albertsons Companies offer pay by invoice programme for businesses
TreviPay, the most-trusted B2B payments and invoicing network, today announced Albertsons® Companies, Inc. will offer Pay by Invoice with TreviPay to its corporate shoppers. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Business buyers, including small offices, K-12 schools, local government and community organizations and residential programs, can receive a dedicated line of credit for online grocery purchases with 30-day net terms. The pay by invoice program includes a convenient self-serve portal to assign spending limits to approved purchasers and real-time tracking of invoices, payments and credit lines for streamlined financial management. Business buyers expect the flexibility of paying with trade credit, or net terms, to better manage working capital and establish trusted relationships with retailers. Payment choice is so important that a Murphy Research study, on behalf of TreviPay, found 72% of business buyers are more loyal to a business that offers their preferred payment methods, and more than half would switch to a different retailer if it offers net terms. For added convenience, the partnership with TreviPay allows corporate shoppers to access their line of credit across Albertsons Companies' banners including Albertsons, Safeway, ACME, Jewel-Osco, Shaw's, Star Market, Vons, Pavilions, Tom Thumb and Randall's. 'Retailers are well-versed in loyalty best practices for consumers, but to reach and retain business buyers, invoicing and payment terms are critical,' said Brandon Spear, CEO of TreviPay. 'Enabling Albertsons Cos.' business customers to pay by invoice allows their corporate buyers to make large, repeat orders using their preferred payment method, while retailers eliminate the complexities of accounts receivables and fuel growth.' Through the partnership, Albertsons Cos. stores can automate their A/R processes for business purchases with real-time credit decisioning, electronic invoice generation and payment tracking to reduce billing errors and eliminate back-office resources. The leading retailers no longer have to allocate resources to managing collections or worrying about cash flow as TreviPay settles funds right away and owns any buyer credit risk. That time and capital can be reinvested into enhancing customer experiences that require a human touch. 'Albertsons Cos. is committed to enhancing the purchasing experience and providing options for both small and large business customers,' said Anne Coyne, Senior Director of B2B Strategy and Growth at Albertsons Cos. 'TreviPay's invoicing program offers the control to customize purchasing hierarchies and the convenience of paying using credit lines, which we know are important to this buyer segment.'
Geeky Gadgets
09-05-2025
- Business
- Geeky Gadgets
How to Easily Build a Self-Updating Excel 2025 Invoice & Tracker
Have you ever found yourself drowning in a sea of invoices, struggling to keep track of due dates, payments, and customer details? Managing invoices manually isn't just tedious—it's a recipe for errors that can cost you time, money, and even client trust. But what if there was a way to turn Excel into your personal invoicing assistant? By using its powerful features like formulas, macros, and conditional formatting, you can build a self-updating invoice and tracker system that works as hard as you do. This isn't just about saving time; it's about creating a system that's accurate, professional, and tailored to your business needs. In this step-by-step guide, crafted by the experts at My Online Training Hub, you'll learn how to transform a blank Excel sheet into a dynamic invoicing powerhouse. From designing a polished template to automating calculations and tracking payments, each section is packed with practical tips and techniques. You'll discover how to use automation tools like macros to eliminate repetitive tasks, as well as visual aids like conditional formatting to highlight overdue payments at a glance. Whether you're a small business owner or a freelancer, this guide will empower you to streamline your workflow and stay on top of your finances. After all, why settle for chaos when you can create clarity? Excel Invoice Guide 2025 Step 1: Design a Professional Invoice Template The foundation of an effective invoicing system is a well-structured and professional template. A clear layout ensures ease of use and minimizes confusion. Begin by organizing your Excel sheet with placeholders for essential details, such as: Your company information , including name, address, and contact details. , including name, address, and contact details. Customer details , such as name, address, and contact information. , such as name, address, and contact information. Invoice-specific fields, like invoice number, issue date, and due date. For the invoice items section, include headers for key details such as product code, description, quantity, unit price, discount, and total price. Use Excel's table formatting tools to ensure consistency and improve readability. A structured and visually appealing layout not only enhances usability but also reflects professionalism. Step 2: Automate Calculations Manual calculations increase the risk of errors, but Excel's built-in formulas can handle these tasks with precision. Automating calculations ensures accuracy and saves time. Here's how to set it up: Use the =SUM function to calculate subtotals for itemized costs. function to calculate subtotals for itemized costs. Apply the =IF function to incorporate conditional discounts or additional charges. function to incorporate conditional discounts or additional charges. Format numeric fields as currency or percentages to improve clarity and presentation. To maintain a polished appearance, hide zero values in unused rows. This ensures the invoice dynamically updates as you input data, reducing the likelihood of errors and maintaining a clean, professional look. How to Build a Self-Updating Excel Invoice & Tracker Watch this video on YouTube. Grow your Excel skills with the help of our in-depth articles and helpful guides. Step 3: Create a Tracker Sheet A tracker sheet is essential for monitoring invoice activity over time. It provides a centralized log of all invoices, helping you stay organized and informed. Set up a table with columns for: Invoice details , such as invoice number, issue date, and due date. , such as invoice number, issue date, and due date. Customer information , including name and total amount. , including name and total amount. Payment status, such as 'Paid' or 'Outstanding.' To enhance functionality, add dropdown menus or checkboxes for payment status. This makes it easier to update and track payments. A well-designed tracker sheet simplifies the process of identifying overdue invoices and analyzing payment trends, giving you a clear overview of your invoicing activity. Step 4: Automate Tasks with Macros Excel's macros, powered by Visual Basic for Applications (VBA), can automate repetitive tasks, saving you time and effort. Common automation tasks include: Copying invoice data to the tracker sheet after each entry. to the tracker sheet after each entry. Generating invoice numbers automatically to maintain sequential order. automatically to maintain sequential order. Clearing the template for the next invoice to ensure a fresh start. Assign these macros to buttons for quick access. For instance, a 'Save Invoice' button can execute all these actions with a single click, streamlining your workflow and reducing manual effort. Step 5: Enhance Visibility with Conditional Formatting Conditional formatting provides visual cues that make it easier to track important information. This feature can be used to: Highlight overdue invoices based on their due dates using color coding. based on their due dates using color coding. Differentiate payment statuses (e.g., 'Paid' vs. 'Outstanding') with distinct formatting rules. These visual indicators allow you to quickly identify priorities and manage payments more effectively. For example, overdue invoices can be highlighted in red, while paid invoices remain neutral, making sure you focus on what requires immediate attention. Step 6: Configure Print and Export Options Sharing invoices with customers requires a polished and professional presentation. Optimizing your Excel file for printing and exporting ensures your invoices are ready for distribution. Key steps include: Setting the print area to include only the invoice layout, avoiding unnecessary data. to include only the invoice layout, avoiding unnecessary data. Adjusting page settings , such as margins, orientation, and scaling, for a clean appearance. , such as margins, orientation, and scaling, for a clean appearance. Exporting invoices as PDFs for secure and professional sharing via email or other platforms. These adjustments ensure your invoices are presentation-ready, whether printed or sent electronically, leaving a positive impression on your clients. Step 7: Customize for Your Business Needs Excel's flexibility allows you to tailor your invoice system to suit your specific business requirements. Consider adding custom fields and design elements, such as: Additional fields for tax IDs, purchase order numbers, or personalized notes. for tax IDs, purchase order numbers, or personalized notes. Custom branding, including fonts, colors, and logos, to align with your company's identity. This customization not only enhances functionality but also reinforces your brand's professionalism, creating a system that is both practical and visually appealing. Step 8: Optimize the Tracker Sheet Take your tracker sheet to the next level by using Excel's advanced tools. Filtering and sorting options can help you focus on specific data and identify trends. For example: Filter invoices by payment status, customer, or date range to narrow down your view. by payment status, customer, or date range to narrow down your view. Sort invoices to prioritize overdue payments or analyze patterns over time. Combine these tools with conditional formatting to create a comprehensive management system. For instance, highlight overdue invoices in red while keeping paid invoices neutral, allowing quick identification and action. Build a System That Works for You By combining a structured template, automated calculations, and advanced tools like macros and conditional formatting, you can create a self-updating Excel invoice and tracker system that saves time and reduces errors. With customization options and enhanced tracking capabilities, this solution adapts to your business needs, making sure professional and reliable invoicing every time. Media Credit: MyOnlineTrainingHub Filed Under: Guides Latest Geeky Gadgets Deals Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.
Finextra
09-05-2025
- Business
- Finextra
Northern Tool + Equipment picks TreviPay Pay by Invoice programme
TreviPay, the most-trusted B2B payments and invoicing network, today announced its Pay by Invoice program with Northern Tool + Equipment, a major supplier of tools and equipment. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The partnership powers the new Northern Tool Commercial Account program designed exclusively for businesses to provide greater flexibility and convenience in managing payments. The net terms program enables businesses net 30 payment terms and flexible invoicing options to better meet the payment preferences of B2B buyers across America. Through the new Commercial Account net terms program, businesses served by Northern Tool + Equipment will be able to complete purchases easily across all sales channels. Additional functionality will allow business owners to make purchases and assign other employees to safely pick-up products in-store – an important program customization for Northern Tool's customers who seek this convenience. McKinsey's recent B2B Pulse Survey underscores this omnichannel payments expectation, as B2B decision makers are equally seeking in-person interactions, remote communications and digital self-serve options across all geographies, industries and company sizes. More than half of the survey respondents would also switch suppliers if they don't have a smooth experience across channels. 'Payment experiences serve as critical, but often overlooked opportunities to build B2B customer loyalty,' said Brandon Spear, CEO of TreviPay. 'Without thoughtful management of payment touchpoints, including seamless payment processes and offering preferred purchase options like net terms, today's retailers risk losing ground to those that prioritize customer experience at check-out.' By offering net terms to its business buyers through TreviPay, Northern Tool + Equipment can streamline its accounts receivable processes with automated application decisioning, quick buyer onboarding and a reduction in manual, back-office demands. TreviPay's technology and managed services enable the retailer to focus on growth and customer care, rather than collections. 'For over 40 years, the folks who tackle the toughest jobs have counted on us to deliver more than just tools—we deliver the kind of service that gets the job done right,' said Lisa Cordes, Director of Finance Shared Services at Northern Tool + Equipment. 'Teaming up with TreviPay lets us bring that same no-nonsense, get-it-done attitude to checkout. Because when it comes to payment options, our customers deserve tools that work as hard as they do.' To apply for the Northern Tool + Equipment Commercial Account, U.S. customers can visit the sign-up page, or visit to learn more about how TreviPay supports B2B invoicing and payments.
Finextra
07-05-2025
- Business
- Finextra
Invoicing and payments platform, Agree.com raises $7.2M seed round
The all-in-one invoicing and payments platform, raises $7.2M seed round led by Tyler Hogge at Pelion Venture Partners, with significant participation from Blank Ventures and notable angel investor Gokul Rajaram. 0 The funding follows a $3 million pre-seed round led by Sheel Mohnot at Better Tomorrow Ventures (BTV), with continued participation from existing investors including BTV, 8-Bit Capital, Sophia Amoruso's Trust Fund, Hustle Fund, Everywhere Ventures, Singh Capital Partners, and Firsthand VC. With a team of veteran fintech founders, Agree is redefining e-signature — what was once just a digital handshake is now a true fintech product. Unlike legacy e-signature players, Agree is the first platform to integrate payments directly into the signing process, eliminating friction and accelerating transactions from contract to cash. For years, e-signature has been dominated by slow-moving, bloated companies that prioritize legacy systems over customer experience. As a result, businesses have been forced to navigate outdated, disjointed workflows where signing a contract and processing a payment are entirely separate steps. Agree is entering its next phase of growth to change that. After scaling from 0 to 30,000 users in six months, Agree is rapidly adding customers beyond founders and entrepreneurs to serve mid-market and enterprise teams. At the end of every deal is a transaction. Agree ensures it happens instantly. Agree launched less than a year ago with the goal of modernizing the contract-to-payment process, and its growth has been explosive. The company onboarded 1,000 users in its first 30 days, reached 10,000 users within three months, and surpassed 30,000 users within six months. It was voted as Product Hunt's Product of the Month in November. Agree's business model disrupts the industry by commoditizing e-signature — offering it for free — and instead monetizing invoicing and billing logic. 'They're solving a huge pain point for us, our portfolio companies, and just about any business that moves the majority of its revenue through contracts. We believe that everything is fintech, including e-signature,' said Sheel Mohnot of Better Tomorrow Ventures. With this new capital, Agree will expand its engineering team and continue investing in growth and product development, focusing on: More robust accounts receivable automation Enhanced multiplayer functionality Expanded AI-powered workflows Deeper integrations with accounting and CRM software 'What Divvy did for accounts payable, Agree is doing for accounts receivable. While at I saw firsthand the enormous opportunity ahead for streamlining AR automation,' said lead investor Tyler Hogge, who previously led Product at Divvy before its $2.5 billion acquisition by CEO Marty Ringlein attributes the company's rapid success to AI. 'With a team of only seven leveraging the latest AI tools, we're able to compete head-to-head with DocuSign's 7,000 employees to deliver a better, faster, and cheaper experience. The next version of DocuSign won't look anything like DocuSign.
