How To Do Things Right

The easiest way to go about this is to use an online invoicing software such as QuickBooks or FreshBooks. These provide you with pre-made invoice templates, which you can customize and send directly to your customers. You can also generate shipping slips and receipts, as well as track payments and expenses. Additionally, many of these services offer integration with PayPal so you can easily manage payments. I hope this helps!

@notiau Hi Notiau. I think there isn’t one way of organising these paper work. Allow me to share what I’ve been doing for mine.

For me, I’ve doing this as a full time business for 4 years. I find the best way to do this is to have them (Quotation, invoice, receipts, shipping slips etc) in hard or soft copy. Have each category number out in sequence So it wouldn’t Be messy. I was Previously in a business company hence doing these paper work becomes easier for me.

I’ll issue a quotation to my customer/Friend with all the information jotted down in it. That way, no info is left out.

Example for invoice, this is what I do for mine but you could be Creative and name it differently.

- invJan010001

- invJan010002

and so on.

I do it this way so that when my customer returns and tells me he wants the same order as previous time, he just need to quote me the invoice number and I will know his order. Another reason is for government audit when they check on my business.

For receipts, I paste each receipts on a A4 size paper and title the heading as which month I spend it on. I’ll create another slip that indicates the description, amount spent, purpose, date. I’ll pen write on the receipts the amount spent and the date of purchase. Just in case the ink fades.

I hope this helps.