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  1. #1
    SitePoint Member Josh Bradley's Avatar
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    Question Project Management and Billing for Designers

    I am looking for software to help me manage my freelance work.

    For the past 2 years I have been handling everything manually and just bought iBiz this past week. It seemed like a good option (I bought it bundled with iBank) but the way it handles invoicing is horrible. The templating leaves much to be desired and as a designer I need my forms to be branded and look professional.

    I'm looking for a good desktop application (for Mac) that can manage my clients/projects, my time, and all of my billing for me. I want to be able to custom design all of my documents without sacrificing appearance.

    Anyone have any suggestions?

  2. #2
    SitePoint Addict JNKlein's Avatar
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    I looked for similar software recently, and didn't like anything I found. I decided I was over engineering the solution, when I could as easily manage time with a spreadsheet, project management with a good file system layout, and billing/invoicing with a word document.

    It may seem rudimentary, but it works A good program acts as your "automated discipline" of sorts, but if you're able to maintain discipline for yourself, it can be even better.
    I write about making and promoting websites
    worth caring about at my web strategy blog.

    @joshklein on Twitter!

  3. #3
    Follow Me On Twitter: @djg gold trophysilver trophybronze trophy Dan Grossman's Avatar
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    What about QuickBooks?

    Have you looked at the web services designed to do these things?
    http://www.freshbooks.com
    http://www.blinksale.com
    http://www.harvestapp.com
    http://www.basecamphq.com

  4. #4
    SitePoint Wizard bronze trophy Kailash Badu's Avatar
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    http://www.freshbooks.com/ works fine for me.

  5. #5
    SitePoint Member
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    I'm yet to find that all-in-one solution. It sure would be nice.

    To manage my clients, projects, tasks and appointments I use dotProject. It's very easy to set up and use and your projects and tasks are displayed nicely in Gantt charts. Loooove Gantt charts!!

    For my invoicing, I use MYOB Just Invoices (Australian Product).
    John Pitchers
    Viperfish Media

  6. #6
    SitePoint Member Josh Bradley's Avatar
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    Freshbooks

    I just got into Freshbooks this week and I am pretty impressed. Ideally I would ask for a little more customization but I will say that it is a fantastic application and I would suggest it for any small-time freelancer.

  7. #7
    SitePoint Evangelist dev_cw's Avatar
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    I have used freshbooks and blinksale and both work well for basic managing and invoicing.

    To get an all in one setup you can use basecamp with freshbooks, I hear they play well together but have never tried it.

    Mint is supposed to be good with money management, I will be giving it a try soon. I don't think it invoices. http://www.mint.com/
    "You can just hang outside in the sun all day tossing a ball around...
    Or you can sit at your computer and do something that matters."
    - Cartman

  8. #8
    Follow Me On Twitter: @djg gold trophysilver trophybronze trophy Dan Grossman's Avatar
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    Mint is just an online aggregator for your bank and credit card statements. It shows you spending trends and suggests ways to save, but is horrible at categorizing business expenses it doesn't recognize. It has no specific business use whatsoever.


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