i am assessing Bullet to use for a web design/hosting business. we have lots of customers with recurring invoices for hosting or website maintenance, so i see we would need enhanced invoicing. my question is, can you create standard recurring products or services to be added to invoices, such that we get a new customer and they will are taking the Hosting B plan and the Support C plan or whatever?
i am assessing Bullet to use for a web design/hosting business. we have lots of customers with recurring invoices for hosting or website maintenance, so i see we would need enhanced invoicing.
my question is, can you create standard recurring products or services to be added to invoices, such that we get a new customer and they will are taking the Hosting B plan and the Support C plan or whatever?
Pete
We've no import tools.
We generally give people converting over the following advice:
Run a Trial Balance on your existing accounting software.
1) Enter all your currently outstanding invoices and bills into bullet (only the ones with payment due - not the paid ones).
2) Take a look at the Trial Balance on Bullet.
3) Figure out the difference between the original trial balance you got from your old software and the trial balance in Bullet.
4) Enter these differences as a big manual journal entry.
After the above, your trial balance on Bullet should be the same as on your old software, and you're all ready to go.