Invoicing from Road

Discussion in 'Ask An Owner Operator' started by JoeyBurrrow, Jun 14, 2024.

  1. JoeyBurrrow

    JoeyBurrrow Bobtail Member

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    Jun 14, 2024
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    What software do yall use to create invoices? Are you able to create it on your phone right after delivery or do you usually wait to do it on a computer later? Really don't feel like dealing with a factoring co.
     
    NightWind Thanks this.
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  3. xsetra

    xsetra Road Train Member

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    I take picture of paperwork, then
    I use an app "lens" (made by Microsoft). This is to convert picture to pdf.
    I have a blank invoice stored in my phone. I fill out blank using "adobe".
    Then save as pdf. Email or text invoice and paperwork to wherever.
    All from phone..
     
    86scotty Thanks this.
  4. DUNE-T

    DUNE-T Road Train Member

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  5. Opendeckin

    Opendeckin Medium Load Member

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    I would make invoices on quickbooks and send them along with the ratecon from my truck back when i ran the spot market otr.
     
    Siinman Thanks this.
  6. noworrez

    noworrez Light Load Member

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    I use QBO (Quickbooks online) but I also handle all accounting other than the complicated stuff, I have a CPA for all that.
    Use Adobe Scan on my android that takes a pic and converts it to .pdf
    Send it to myself, save it from email to my computer, add it to invoice along with the RC and send.
    All in one place. Then when it is paid, I can go back into QBO receive funds, clear the invoice.

    I could do it on my phone, but find it easier or more intuitive to do it on my laptop. Takes minutes.
     
    Siinman Thanks this.
  7. NightWind

    NightWind Road Train Member

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    I use a spreadsheet either on the phone tablet or laptop. Which will import into QB if you need it to
     
  8. abyliks

    abyliks Road Train Member

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    Quick books, and have an old hand pad I can write out if I need signed slips for hourly
     
    Siinman Thanks this.
  9. Vitkouski

    Vitkouski Light Load Member

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    I made an Google spreadsheet for all my need. Enter all trips and brokers. Tracking my fuel, ifta, making invoices and statements.
     
    NightWind Thanks this.
  10. JoeyBurrrow

    JoeyBurrrow Bobtail Member

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    Jun 14, 2024
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  11. Cdemars316

    Cdemars316 Medium Load Member

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    I use my phone completely, use an app called invoice simple, app docu sign for signing rate cons and everything else, and
    an app genius scan for any pics I have to take, or of signed invoices or whatever else I've had to send out for billing. None of these are free apps, but I like being able to do anything from my phone in a pinch, but also use my laptop or tablet to double check my work and to verify sent items and everything.
     
    Vitkouski Thanks this.
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