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What Do You Use For Invoicing?

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!

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About the Author

What’s UP! This is my site, I write 99% of the articles on here. I’m also the owner of SureFireWebServices.com. I help out a lot of developers and designers getting into the web game. Helping is fun for me, so feel free to ask me any questions! I’ve made courses and have a membership as well to help get you on your feet!

0 comments on What Do You Use For Invoicing?

  1. Jeff Behnke says:

    Over the years I have tried invoicing apps, plugins, services, etc… But have realized that even though I work by myself I need more features to track tasks and projects. I’ve never been a fan of separate systems and like everything in one place.

    The biggest issue for me was either missing features or usability, ie. it was more work to use than it was worth. Last year I cancelled the service that I was using because I found a self hosted app which I purchased and used that for a while, until I invoiced a client and found out the invoicing was throwing errors everywhere. It was also missing integrations, which I am to the point that I require, especially Git.

    So November of last year I started writing my own and have been building it to be a SaaS service. The cool thing about building it is that as I was building it I have been using it full time allowing me to see usability issues or workflow issues and tweak it as I go. I think its going to be a superior service, but I am obviously bias.

    Anyway, I am planning on launching the service in Beta very soon and still have a lot of work to do but I do have some info on the site started https://eproject.me Feel free to get in touch.

    1. surefireweb says:

      I left that option out!! Rolling out your own! I totally know what you mean. A lot of these services though need to appeal to the masses in order to reach a good amount of the market and profit, so some come over bloated, and others come underwhelming. The perfect balance is definitely something you roll out on your own because it fits your needs perfectly! 🙂 I’ll definitely check out your project, thanks for posting!

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