Every entrepreneur or freelancer is obliged to deal with the preparation of invoices on a daily basis. Write down the customer’s data, the amount, the concept… There are undoubtedly many fields and in most cases you can be grateful for having a program that tries to automate these tasks. In this case we show you the options that are presented for your Mac.
What you should look for in these apps
There are many applications that you will be able to find in the App Store and also on the internet to download to make your invoices. But not all of them can be recommended, and in this case we recommend that you always follow the following points to have absolute control over the option to choose:
- Customer database: these software, in addition to performing the billing task, must also be productive. By this we mean that they save time for entrepreneurs or freelancers on future bills. In this way, those that store customer data for future invoices should be rewarded. In this way the information does not have to be entered constantly.
- Variety of taxes : it must be taken into account that depending on the type of company or self-employed person, some taxes or others are paid. Likewise, there is the example of personal income tax, which must be deducted in many invoices, but not in others. Everything will depend on the fiscal situation. That is why the software in the tax section must be completely customizable.
- Customization of invoices : it is a reality that not all invoices are the same. You yourself will always be able to give the personal point of your company. Place your logo, distribute the different sections or apply changes to the payment system. Priority should be given to the options displayed that allow you to fully customize the final result of generating the invoice so that it is completely adapted to you and your business model.
ZInvoice, the App Store option
This is a program found in the Apple App Store on the Mac and is intended for freelancers and small business owners. Allows you to choose from a wide variety of invoice and estimate templates. It is adapted to the Anti-Fraud Law of the end of 2021. It allows you to manage many data such as products and services, customers, suppliers, budgets and even store bank receipts with the SEPA standard. Likewise, it is compatible with the generation of electronic signatures in PDF format securely with your own signature.
It allows you to keep track of sales in which you will specify the lot number of each product sold, serial number, guarantees, delivery or expiration dates. This is something interesting, especially for small businesses that are dedicated to food. It allows you to send quotes and invoices via email automatically in HTML format, including images and signature.
The developers of the billing program guarantee an increase in productivity by having an Office 2016 style. In this way, there are several commands that you will need to be able to make budgets and invoices, since they are located in logical groups. It offers the possibility of changing the name and value of the positions. Supports special taxes such as VAT, VAT, IPSI, IGIC or RUT, among others.
External software that you can use
But beyond the Mac App Store, on the Internet you can also find many interesting options from different developers who upload the .dmg file to the network. Keep in mind that in this case many of the programs that we are going to comment on have a subscription system, and sometimes they are associated with management systems.
debitoor
Easy billing program ideal for freelancers and small businesses. Create professional invoices, take control of your accounting and get an overview of your business with an invoicing and accounting program. The billing experience is pretty straightforward, with templates that are fully customizable so you can quickly send them to customers. At all times you will know if a customer has seen the invoice, and even if the legal non-payment period for one of the invoices has finally been reached.
Debitoor offers the necessary tools to make invoices, design templates, send delivery notes and budgets. Similarly, you can also keep track of products and also a list of customers and suppliers. You will be able to do billing wherever you want, since it makes use of the cloud service. In this case they can be done on a mobile, tablet and also from the computer. It will be indifferent where you are to be able to issue an invoice.
sage
One of the most cutting-edge programs that can be found on Mac. The developers have created this option thinking of entrepreneurs to help them make decisions for the company, discovering new and exciting ideas. Manage the financial situation at the moment. As a registered business grows, the software will provide financial information to help the entrepreneur discover new opportunities.
In order to save time, a large number of administrative tasks can be automated with this software. It will also be possible to import the bank details of the accounts and also in the processing of payments on a single platform. And like any business owner, you want to get paid quickly. With this you will be able to do it by sending the invoices at the moment and inviting customers to make the payment online or by phone.
sevDesk
Online billing program that allows you to create professional invoices quickly and easily. That is why you can give free rein to your creativity with the aim of fully personalizing the entire invoice, with the graphics you have in the professional brand and also the inclusion of the logo. All important data must be entered at once in order to create the invoice. This mostly translates into the invoice number for subsequent invoices, so it’s something you won’t have to worry about at all.
It has a mail interface integrated into the software. In this way the invoice can be generated with a single click and directly sent to the client via email. It should also be noted that the mandatory legal information on the invoice is automatically completed with this program. In this way you will forget to calculate the VAT or personal income tax that you must include. You are facing a program that makes completely legal invoices.
held
This alternative is presented as a way to save time and quickly collect all the invoices that are presented, based on automation. In seconds you will be able to create invoices, budgets and proformas completely fields automatically with the information that is stored in the database. At all times you will choose the taxes that correspond to you so that the calculation is carried out automatically without the possibility of error.
It is directly connected to the commercial register. This is something really important, because this is the registry where the information of any company is found. This means that your contacts can also be personalized. It has more than 40 fully editable templates to customize the company’s documents. This will ensure that the brand image is always the protagonist in all the documents that you are going to send.
Quipu
Mainly we are facing a billing program that is really simple. In a few seconds you will be able to create and send invoices to your clients that you already have stored in the database. Likewise, if you have made some type of error, you will also be able to have different corrective and periodic invoices. All information on income and expenses will be made through very visual graphics, both linear and in cheese format.
But if you want to keep an exhaustive control of income and expenses, you will also have an OCR system. This translates into a reader that will always be carried on the mobile to be able to recognize the information that is on a restaurant or other ticket. All this information can be customized, with the aim of subsequently creating the different documents to present to the tax authorities.
anfix
A program to make invoices that has dozens of templates that you can choose from. At all times, the fields that you want to appear will be configured and your logo and corporate color will be added to achieve a professional and unified image. You will receive notifications when your customers have received or downloaded the invoice. Also at a glance you can check the invoices that have been paid and which ones are pending payment and when it is due.
In a single time you can send multiple invoices and program it so that they are repeated each time on a certain date. All this data will be automated to be able to keep accounting always up to date. You will not have old account books physically, since you will have everything in order. At any time you can go to a specific date to consult the movements that were made.
What do we recommend?
There are many very different options that can be found on the net to automate the billing task. But in this case we are left with two of them. We started with Quipu , which has a great ticket detection system to keep accounting always up to date. And it also has a viewing system to observe income and expenses. All this accompanied by a very good generation of invoices to keep them always up to date and within the legality.
In second place, Debitoor stands out, which has a really attractive design for all the people who invoice on a daily basis. The templates are fully customizable, and the fields are also adapted depending on each of the companies. Taxes can be calculated automatically, and company data can also be automatically exported to databases.