So I’ve been using Sprout Invoices for my billing needs, and it’s freakin’ awesome. But then I needed contracts. I used some from Hello Bonsai, got another plugin that did e-signatures and it worked like a charm. At least, until it didn’t work.
The invoicing plugin works like a charm, but the contract plugin doesn’t. Total Bummer.
I’m only mentioning this because I love using WordPress, and anytime there’s some awesome integration with it, I love trying it out and using it. The main issue with WordPress is it’s constantly being updated. When when it updates, sometimes things break.
Companies that support these super cool plugins, get backed up in support trying to figure out what the hell went wrong. Then I’m stuck, with no contracts because something decided to be buggy with the new WP update.
WordPress is not the end all be all. It does what it does really well, being a CMS. Using it as another solution other than a CMS is a great idea that sometimes works very well, but other times it doesn’t. But when it’s not used as a CMS, it will always leave you with that “What If It Breaks” feeling.
Enter Hello Bonsai
I don’t want to put such an important part of my business in the hands of something that may or may not work on the next update, it’s too risky especially when things start to grow and become more reliant on specific “departments” within my business. With that said I officially moved all my billing and contracts to Hello Bonsai.
It’s their own platform. I don’t need to worry about compatibility with updates, or whether or not an invoice will be delivered, or if my clients can actually see the invoice. My business can run smooth. It’s one less thing that I need to worry about.
I know with confidence that my invoices will be kept track of and delivered.
This isn’t really a Hello Bonsai Review but here are some other cool things about the service that I just love.
Contracts are SUPER easy. They’re already created. You literally just answer a few questions and the contract is ready to sign and send. All e-signature too, so it’s even easy for your clients.
Invoices tie in directly to your contracts. It can be recurring or 1 time.
The one thing it doesn’t do though, is auto bill (at least from what I know so far). For that, I’ll continue to use my WP solution with Paypal and Stripe payments and wrestle with that feeling of “I hope this doesn’t break”.
What do you think of using plugins like Project Management, Billing, etc., vs dedicated services? Would love to hear your thoughts!