Debitoor blog

Get news, tips and tricks and nice-to-knows from the Debitoor universe explained in a simple way

Even easier expenses: introducing OCR

Written by WhitneyWhitney, 27 March 2017

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New in Debitoor: payment receipts!

Written by WhitneyWhitney, 27 March 2017

In Debitoor, it’s common that we get requests from users for certain features or functions that would make the application even better for helping them run their business. While we must prioritise, every now and then there is a feature that we need to devote time to until it’s ready to go. This time: payment receipts.

We're thrilled to announce payment receipts - send a receipt for payment to an invoice created in Debitoor

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Which invoice design should I use?

Written by WhitneyWhitney, 23 March 2017

In previous blogposts, we’ve covered the importance of customising your invoices - making them stand out amongst the competition by ensuring they are professional but still represent your business’s unique brand.

With Debitoor invoice software, it's easy to design invoice templates to suit your business

Today, we’ll take a look more specifically at just a few of the options available for your invoice layout in Debitoor’s invoice designer.

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5 secrets of an invoice template

Written by WhitneyWhitney, 21 March 2017

Secrets don’t make friends. But when it comes to invoices, knowing them can help you get an edge on not only running your business more efficiently, but possibly on the competition. When new users contact us about Debitoor’s invoice templates, they seem to have endless questions, as though invoice templates hold the secrets to business success.

At Debitoor, we believe in sharing the secrets of making the most of your invoice templates

While we’ve discussed the importance of professional invoice templates in running a business, we believe in sharing these ‘secrets’ in order to help our users as much as possible. So here goes!

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Organised invoices: how invoicing software helps

Written by WhitneyWhitney, 20 March 2017

Raising an invoice and managing the payment status of your invoices, as well as finding the ones you need at the drop of a hat is not so easily done if you’re working with Word or Excel invoice templates.

As your invoices pile up, making sure you keep them organised and moving them from one file to another so that you can keep track of payments made or missing can become not only time-consuming but also complex and messy.

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An invoice template for any business situation

Written by WhitneyWhitney, 17 March 2017

We’ve written several times already on the importance of using a professional invoice template to ensure that your invoices are professional and legal. Today we address the topic of flexibility, because a good invoice template should be customisable for any business dealings.

Invoice templates should make it easy. Find out how with Debitoor invoicing software

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Invoicing & accounting: a journey through history

Written by WhitneyWhitney, 15 March 2017

My fox pelt for your axe - perhaps a trade that would have been common in the early ages of trade. Of course, we’ve come a long way since then, but the principles of business are still based upon the same very simple transaction process.

And where a transaction occurs, a bill is par for the course. Along with invoicing and continued transactions came the need for more comprehensive record keeping. So let’s take a look at the development of invoicing and accounting over the years…

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Delete a customer or product list import

Written by WhitneyWhitney, 14 March 2017

If you’re just starting out with your business, you might be starting with a few customers and products that can be added as you go. These lists can grow rapidly and you may find yourself with lists of new customers or products that need to be added fast.

For both current users and new Debitoor users, we’ve made it simple to add your customer and product details quickly to your account. The customer, product and supplier import function has aimed to make this process nearly instantaneous.

Once they're in your account, you can then add them to your invoice templates instantly by selecting them from the drop down menu.

Add new products or customers to invoices fast by importing your lists to your Debitoor account

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Protect your account with Touch ID

Written by WhitneyWhitney, 9 March 2017

Invoicing and accounting is important to every freelancer and small business owner, and ensuring that your data is secure is often a top concern for those working with online software.

It’s generally safe to say that for most, their mobile phones would also fall into this category. Today, our mobiles carry more than just the names and numbers of our contacts - it can sometimes feel like we carry our lives around on our phones, especially in the case of entrepreneurs.

Your mobile is probably protect by a PIN or passcode. But what happens if your kids get ahold of your phone, or if it’s misplaced. Worse yet, what happens if it is stolen?

Setting up Touch ID for your Debitoor account takes just 3 taps

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Why it's important to clarify payment terms on invoices

Written by WhitneyWhitney, 7 March 2017

For this article, a little case study is useful to illustrate: today we were contacted by a user who had been asked by their customer to send an invoice for which they would provide cash payment.

In these cases, it (literally) pays to specify the payment terms on the invoice itself to avoid any confusion or miscommunication.

In the invoice templates provided by Debitoor, there is a field in which you can add any specifics regarding the order, the services, the payment method, or any other important information your customer needs to know that should be included in the official document.

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