Manage your Invoices Anywhere with the iPhone
We’ve made a lot of changes in the most recent release of Billing Manager, but the one I’m most excited about is our new iPhone-optimized site. As cell phones become more powerful–and better designed–the way people work is going to adapt, and we wanted to take a first step in learning how Billing Manager users want to work on the go.
Getting to the iPhone version of Billing Manager is easy: just go to billingmanager.com on your iPhone. We think the application is simple and straight-forward, but I’ll quickly go over the main features and show some screen shots for readers without an iPhone.
Once you sign in, you get the My Account page, which provides a summmary of your invoice folders. From this page, you find customers in your address book, see your account’s recent activity, or look at the contents of each invoice folder.
Address Book is a list of organizations and individuals from your Billing Manager address book. Tapping on a entry brings up a page with contact details and buttons for mapping or calling the contact.
Recent Activity shows you what’s happened with your Billing Manager account…recently. Specifically, it shows a list of the ten most recently paid invoices or invoices that have become overdue.
Each of the invoice folders contain lists of invoices. If you click on one of the invoices, you’ll see a summary page for that invoice. If an invoice is unpaid, you can record a payment from an invoice detail page.
If an invoice is unpaid, you can tap the Record Payment button and record the receipt of cash, check, money order, any form of payment Billing Manager supports–including credit cards if your are signed up for QuickBooks Merchant Service. That means that you can now accept credit card payments from your iPhone. We are very excited to offer our customers this feature.
That’s about it for the what Billing Manager for the iPhone can do. I’d like to mention a couple of things it can’t. Specifically, you can’t create invoices or view the items on an invoice. We decided to release this initial version of the product with these limitation for a couple of reasons. First, practically speaking, we wanted to get something out for you to use as soon as possible, so some things had to wait. But more importantly, we weren’t sure that 1) our users want to create invoices on their iPhones or that 2) even if they do, we wanted to design an interface optimized for the iPhone’s interface, which is a challenge given how large and complicated Billing Manager’s invoice page is.
So, all you iPhone-owning Billing Manager users, I encourage you to check out the latest release. As I said above, we’ve introduced version of the product to help us learn. What you love, what you hate, the features that you never use, the features you’re dying to see.
April 30, 2008 at 8:30 pm
[...] Billing Manager Blog « Manage your Invoices Anywhere with the iPhone [...]
May 2, 2008 at 12:49 pm
[...] More screenshots of Billing Manager on iPhone are availalbe here. [...]
September 7, 2008 at 4:39 pm
i can’t create new invoices. Improvements!
September 9, 2008 at 10:26 pm
I would love to be able to create a bill my clients on my iphone with your service. I am actually still puzzled why this is not an option? (even after reading the blog post) It would be a huge advantage for me to be able to create, review, send and mark paid all of my invoices from my phone!!! Please add this feature!!!
September 19, 2008 at 3:11 pm
I second wanting the ability to create an invoice on the spot with my iphone. I just discovered this app today and have already sent out multiple invoices that would have sat around for at least a week. I called a customer today who has been looking for this type of system and he is nearly sold to migrate his entire company over to this system. He is looking to purchase iphones for all his employees and have them create invoices and manage invoices at their job site.
Improvements/ Recommendations/ Wishes:
1. Invoicing via iphone
2.The ability while creating an invoice to check a box that indicates the invoice is also paid for without having to create the invoice then go back and edit the invoice to mark paid in full.
3. Quickbooks intergration feature. Export invoices
4. Keep up the great work. I know many small companies that would use this app and I’m looking forward to seening its ability to grow.
June 27, 2009 at 6:14 am
I also agree that mobile invoicing for quickbooks is one of the most needed applications for Iphone. I currently service about 100 different customers monthly and that generates well over 400 invoices each month and this is just at one of our locations. Our technicians in the field write up a hard copy then turn it in to the office to then be added into quickbooks manually. We receive payment every 30-45 days. How nice it would be for each tech to be able to make up an invoice via their iphone that integrates with quickbooks so it updates automatically so we can then update our computer via a sync with your server. Do not forgot that iphone also is bluetooth and infra red so it has the ability to print a hardcopy for the customer immediatly in the field with a bluetooth printer on board. I know several people that are waiting for an app to be made for the iphone that would do just this very thing.
Lowfat please feel free to get in contact with me and I can go over further details with you. I represent the largest franchise in a franchise system and this may turn out to be a blessing to you aswell as maybe offer incentive to roll this out faster for the other folks posting on this site aswell. Best Regards!
November 6, 2008 at 10:54 pm
please add the feature to create a new invoice in iPhone version as well. this will be a major improvement and convinience for us. I just signed up for merchant account and this way i can bill my clients right in their office and have them pay me right there while I’m still there. thank you for your consideration, we are loyal users and this will sure take billing manager a couple of spot ahead of any competition you may have. thanks.
December 22, 2008 at 12:09 pm
UPDATE: I am now using the T-Mobile G1 (Android) phone and I can see the Billing Manager mobile.
And YES, please incorporate invoice creation into mobile version.
thanks,
hf2
December 24, 2008 at 7:24 am
This (for me at least) is useless without the ability to invoice right on my phone. This is issue most users complain about other apps such as Freshbook for the iphone.
Please add this feature!!!! Im guessing for every person that requests this feature – we represent a great number of users that do not have a WordPress account to write this down!
Please add this feature X1000!!!!
February 8, 2009 at 7:44 pm
I totally agree with what most of the other people posted already. Creating invoices on the iPhone is so important for me and clearly everyone else. I do computer consulting and there have been times where I’m out at a client’s home or business and the internet is down or I don’t have access to a computer at the time. Life would be so much easier if I can just get my iPhone out, create an invoice, receive/process a payment (credit card included), and email the client a copy of the invoice and receipt. I think most people would expect all that functionality when they see your site say “iPhone Support.” I’m greatly looking forward to you adding this!
Also, QuickBooks integration / exporting invoices is another feature that would be expected… especially since this site/tool was made by Intuit. This may exist somewhere but I have not found it.
I do want to thank you for the great tool you provide. I just signed up for a free account and it has already been making invoicing a lot easier. Invoicing is the part of my business I struggle with the most. Tools like this take away lots of the stress and work involved with invoicing and billing.
Thanks again!
June 4, 2009 at 11:11 am
Here is another vote for the invoicing creation option. We use “Mobile Invoice QuickBooks Edition” from http://www.lowfatsoftware.com but would really like to have that functionality on the iphone instead. The software is very simple, in that it allows you to download key database records like customers and items (products & services) to the mobile device. Then you can create either invoices or sales receipts ( a simple point of sale transaction without the cash register functionality), let it calculate the sales tax, and you record the payment method (check or cash). Then at the end of the week you upload all your invoices and sales receipts to the QuickBooks mothership (would be even cooler if you could upload them real time wireless), and create your bank deposit for the week. Do you think that would be complicated to add this functionality to your product?
June 27, 2009 at 6:16 am
figured id bump this instead of just replying.
I also agree that mobile invoicing for quickbooks is one of the most needed applications for Iphone. I currently service about 100 different customers monthly and that generates well over 400 invoices each month and this is just at one of our locations. Our technicians in the field write up a hard copy then turn it in to the office to then be added into quickbooks manually. We receive payment every 30-45 days. How nice it would be for each tech to be able to make up an invoice via their iphone that integrates with quickbooks so it updates automatically so we can then update our computer via a sync with your server. Do not forgot that iphone also is bluetooth and infra red so it has the ability to print a hardcopy for the customer immediatly in the field with a bluetooth printer on board. I know several people that are waiting for an app to be made for the iphone that would do just this very thing.
Lowfat please feel free to get in contact with me and I can go over further details with you. I represent the largest franchise in a franchise system and this may turn out to be a blessing to you aswell as maybe offer incentive to roll this out faster for the other folks posting on this site aswell. Best Regards!