These days you can find web-based invoicing and business management tools that are quite powerful, yet cost a monthly usage fee. The one I found used to have a $20 monthly fee, but got bought by Fiverr and is now free to use as you wish.
AND CO is a web-based tool, with a mobile app, designed for creators. It was recently bought by fiverr.com, which is a creator platform for freelancers. We’ll focus on what AND CO does and why I think it’s one of the tools I’ll stick with because it gives me so much for so little, or rather, for nothing at all.
I can create clients, send them pitches, contracts and invoices, all with the web-based platform or the mobile app. I get notified when the client views the invoice, and I can set up reminders within the platform of when I want to follow up and when the payment is supposed to have taken place.
Start projects, link up the client and send a proposal with a customizable contract for them to view, sign and send back. You can set it up for subscriptions, recurring payments, charge per hour or per project with a flat fee or per item, like when you are selling printed photos.
I can send invoices that arrive via email as PDF. The PDF has hot-linked Paypal and credit card gateways built in, so the client can click and pay which is truly one of the most convenient ways for them, and for you to get your money, and it adds value to your personal brand.
With every invoice, I can also attach files, whether it was for retouching or the photography, so the client is reminded what the invoice is for.
I can edit the invoice before sending too, so I can add details regarding taxes and information required depending on the country, and I can also change the currency, so it’s really a nomad’s dream and you can work from any place in the world and invoice on a global level.
Upload Receipts and Invoices Into the Shoebox
We all have that shoebox in the office or studio where all the slips get thrown into to dig out and log in a spreadsheet or give to your finance guy. But now you can scan documents by snapping them on your phone and it goes into a digital shoebox on their cloud which is safe an easy to get back to when you need it.
View In and Out
You can view graphs and analyze your year’s turn-over and see what months were your best to plan the next year’s marketing activities. For visual creators, it's great to be able to see your business in a visual way, and AND CO does this beautifully.
The mobile app opens with your tasks so you can see at a glance which client needs attention. It’s a well-rounded way to do your client relationship management correctly.
You can do time tracking with the mobile app, you have a quarterly Tax Calculator and a Slack app that integrates which makes it easy to integrate with your team.
It’s a very intuitive client management tool, and it’s something I can’t find anything wrong with, except the fact that the scanning of documents are only photos and not as advanced at scanning as Dropbox or Evernote is, but I’m sure they’ll add it over time. We now have a tool you can run your business at no cost to your business. Get it here, get the iPhone app here and the Android app here.