Posted by scade/ca on 12/1/04 1:23pm
Msg #12433

Accounting info

Just a question for the established notary signing agents. I am a newbie and was wondering what computer software you all use for invoices? Is there a form on the internet that can be used or one that is bought at the office depots/ officemax that is acceptable? Just trying to get things in order while waiting for assignments. TIA to one and all

Reply by CaliNotary on 12/1/04 1:45pm
Msg #12437

The only software I use is Word and Excel. I rarely have to use one of my own invoices, usually I'm provided with one. I have a simple spreadsheet to keep track of my signings and payments.

Reply by scade on 12/1/04 2:01pm
Msg #12443

Calinotary, where in the word program are you finding an invoice template? I have been looking and haven't found one.

Reply by CaliNotary on 12/1/04 2:05pm
Msg #12447

I didn't use a template, I just created my own:

Signing Confirmation
<my contact info>
To:
Fax #:
Signing Date:
Borrower:
Location:
Fee:
Doc Return Info:
Notes:

Reply by scade/ca on 12/1/04 2:10pm
Msg #12449

I see. Just create a professional looking invoice / request for payment form with all pertinent contact information. Thanks you've been a great help.

Reply by Nicole_NCali on 12/1/04 2:14pm
Msg #12450

If you feel comfortable with Excel, there is an Invoice Template which you can modify and also keep track of all of your outstanding invoices in a spreadsheet. Go to your Excel help section and it will guide you on how to use it.

Reply by scade/ca on 12/1/04 2:17pm
Msg #12452

Nicole_NCali, I am familiar with Excel and will look into that. Thanks.

Reply by Orca on 12/1/04 3:13pm
Msg #12457

I use QuickBooks Premier, but thats probably because I am also a Certified QuickBooks ProAdvisor

Reply by Lawrence Goodwin on 12/1/04 3:56pm
Msg #12459

Notary Tracker software works for me $119 from www.notarytracker.com

Reply by BrendaKhan on 12/2/04 8:54am
Msg #12550

I too use QuickBooks and have found it excellent! I have been using Quickbooks for 10 years now and find it very easy to use and print from. I also email some of my invoices to my customers. BK-FL

Reply by Mortgage Closers of San Antonio - Kenneth C Whitton Jr on 12/1/04 7:08pm
Msg #12478

I personally use MS-Money Small Business. I formerly used Excel and created my own invoices, but when I became to age invoices, thanks to companies like American Signing Connection and Loanclose.com and Notary America, just to name a few, I bought MS-Money, so that aging and fees would be much simpler. I am also able to run a batch billing cycle and send out monthly statements to all my lovely slow paying companies.

By the way guys, I just found out today that in order to report to Equifax, you must be a business member and have a regular posting of over 500 accounts... GOOD GRIEF! They did have a suggestion for we small business guys... turn the account over to a collection agency and ask that they report to the bureaus. I have done that already, hiring Dunn & Bradstreet to collect on American Signing Connection...

Reply by Eliz/CA on 12/4/04 11:09pm
Msg #12732

I have all my data in MS Access, a database. I have separate tables (files) for signings, companies, zip codes, expenses, and can create reports (i.e. invoices, pricing sheets) by linking these files.