[pianotech] Emailing: David Love.pdf

[David Love]

That works.  I email virtually all my invoices (mostly I get paid when the
service is delivered except for institutions and the occasional client who
is not at home) and file them on the computer using this invoice numbering
system: 20110622 (for 6/22/2011).  This will store them in chronological
order.  You can also add the name for quick reference without opening the
file, for example, 20110622 Smith.  Or if there's more than on in a day than
add a,b,c,e, etc.  All checks received are logged individually into a spread
sheet that I've created in excel that looks like this (you'll need to switch
to html).  Each deposit will have all checks listed.  This helps me keep
track of sales tax as well and the columns can be totaled easily.  So now I
have a log of all checks received and a separate invoice number logging
system to cross reference to see if a payment has been made.  I keep a
separate list of active receivables, there aren't usually that many.  I have
a separate excel sheet for logging all expenses in categories that
correspond to Schedule C categories.  There are, of course, programs that do
this as well.  I use Quicken so that functions as a backup system should
these files get destroyed somehow.  

 


Piano Income 2011

 

 

 

 

 

 

 

 

 

 

 

 


Nbr

Date of Dep.

Client Name

Check #

Amount 

 Taxable Amount 

 San Francisco 9.5 

 Santa Clara 9.25 

 San Mateo 9.25 

 Alameda 9.25 

 Marin 9.50 

 Contra Costa 9.25 

 Shipping 

 Total Deposit 

 Month 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


1

	


2

	


3

	


 

 

 

David Love

www.davidlovepianos.com

 

 

-----Original Message-----
From: pianotech-bounces at ptg.org [mailto:pianotech-bounces at ptg.org] On Behalf
Of Gerald Groot
Sent: Tuesday, June 21, 2011 2:48 PM
To: pianotech at ptg.org
Subject: [pianotech] Emailing: David Love.pdf

 

Hope this comes through....  If so, this is what my bill looks like to the
client.  Obviously, I just made a quicky one to David by the way, when you
gonna pay me huh?  :) 

 

When the check comes in the mail, and also if I were to leave a bill, I have
a different layout for marking bills paid that FM automatically opens and
goes into when I open up my billing program in FM and that is where I mark
it paid.  

 

Jer Groot

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