Connect with us

Hi, what are you looking for?

The American GeniusThe American Genius

Tech News

Cashboard is how freelancers bill like a boss

Running a business is no easy task, especially if you’re just getting started. Having the right tools can make all the difference. Here’s one we love.

cashboard

cashboard

One and done

Running a business is no easy task, especially if you’re just getting started. The right tools are crucial to ensure things run smoothly. While there are LOTS of apps out there to help you, it’s hard to know where to start and what you need. One platform offers and all-in-one solution for business billing and time tracking without the need to endlessly search for apps and tools to help get your business off the ground.

bar

Time, money, and project management

Cashboard offers freelancers and small businesses a way to track their time, send out quotes and invoices, efficiently manage projects, and generally get paid on time without the hassle of spreadsheets and time tracking apps. It lives in the cloud, so it’s always in sync allowing your employees to access the system and track time, manage tasks, or pay invoices regardless of whether they are at their desk or on-the-go.

Lose the endless spreadsheets

Cashboard runs on the web, iOS, and Android. It’s also encrypted and backed up which they invite you to verify here. If you’re tired of using spreadsheets to track your projects and billable hours, Cashboard may be for you. One of the best parts of Cashboard is the interface extremely user friendly interface. If you’re an advanced user, you will dig the customization and integration options. For example, Cashboard integrates with many popular platforms like Basecamp, Mac Time Tracking, Time Post, QuickBooks, Microsoft Excel and Google Spreadsheets, and PostalMethods.

Guided setup and tracking

If you decide to try it, you can get started immediately, or you can go through the built-in setup guide. If you plan to integrate with Basecamp, the setup guide is a good way to get up and running faster. The guide will walk you through adding your details and default preferences (currency, mode of payment, etc.). Then, you’ll add your clients and you’re ready to create your first project.

Advertisement. Scroll to continue reading.

When you begin a project, you’ll be able to track the entire process from start to finish. More often than not, you’ll need to create an estimate for the work your client needs; Cashboard has a built-in, flexible estimate creator tool. It allows you to bill by the hour, or by a set price. You can also set flat fees, high/low estimates, and establish two different types of taxes. If you don’t like the default choices, it also supports rich formatting using the Textile markup language and the exporting of payment information and client data.

Invoices in a flash

You can also use the same tool to create invoices. These invoices can be emailed to clients on the fly, or via the Cashboard app. You can also export invoices to PDF. My favorite feature is the “deposit invoice.” You can create these for work that hasn’t been performed yet and any payment will be recorded as outstanding credit. You can link your Cashboard account to PayPal, Stripe, Moolah and Authorize.net, as well as, credit card payments.

Collaboration-friendly

If you’re working in a team environment, you can utilize the built-in project management tool to list the tasks you or your team will need to do to complete the project. Then, assign them, add due dates, and once they’re completed, bill your clients. Having an overview of the entire project allows you to track expenses, see what has been paid and what needs to be paid, and which employees are performing best – all without leaving the Cashboard platform.

Two week free trial

While it isn’t the only solution, it’s certainly a good place to get your feet wet with a program that does it all. Cashboard also offers a two week free trial period so you can see if this might be a better alternative to separate project management, billing, and invoicing software.

#Cashboard

Advertisement. Scroll to continue reading.

Jennifer Walpole is a Senior Staff Writer at The American Genius and holds a Master's degree in English from the University of Oklahoma. She is a science fiction fanatic and enjoys writing way more than she should. She dreams of being a screenwriter and seeing her work on the big screen in Hollywood one day.

1 Comment

1 Comment

  1. Pingback: Qwil is a great help to freelancers during tax time - The American Genius

Leave a Reply

Your email address will not be published.

The
American Genius
news neatly in your inbox

Subscribe to our mailing list for news sent straight to your email inbox.

Advertisement

KEEP READING!

Business Entrepreneur

Calculating your freelance rate can be daunting, but this tool is designed to make it easier and simple by comparing rates in your industry.

Business Entrepreneur

Getting new leads to make the first move can be a challenge, but LinkLyft helps freelancers get that initial connection.

Business Entrepreneur

Dynamic QR codes offer trackable shortened URLs, offering tangible evidence of scans and future customer interactions.

Business Entrepreneur

High productivity is a goal for many, but there are many different approaches. We've compiled a few of our fav tools & hacks in...

The American Genius is a strong news voice in the entrepreneur and tech world, offering meaningful, concise insight into emerging technologies, the digital economy, best practices, and a shifting business culture. We refuse to publish fluff, and our readers rely on us for inspiring action. Copyright © 2005-2022, The American Genius, LLC.