Just wrapped up a project while traveling. Need to bill ASAP but my usual setup isn’t handy. Anyone found a quick method for invoicing on the go? Preferably something that doesn’t require lugging around my laptop or dealing with finicky mobile apps.
Curious what other road warriors do in this situation.
I’ve been in this spot many times. My go-to method is using Google Docs on my phone. I keep a basic invoice template there, and it’s easy to duplicate and edit on the fly.
When I finish a job, I open the template, fill in the details, and send it as a PDF right from my phone. Takes about 5 minutes tops.
For tracking expenses, I snap photos of receipts and add them to a folder in Google Drive. Then I can easily attach them to the invoice if needed.
This system has saved me countless times when I’m away from my office. It’s not perfect, but it keeps the cash flowing when I’m on the move.
Just remember to follow up on payment when you get back. It’s easy to forget about invoices sent from the road.
Use a basic invoice template on your phone. Keep it saved in your notes or email drafts. Fill in the job details, snap pics of receipts, and email it off. Takes 5 minutes tops.
When you’re back at the office, double-check everything and send a proper invoice if needed. This gets you paid quickly without much fuss.
Don’t forget to follow up on payment later. Easy to lose track of invoices sent from the road.
Cash is simpler if the client’s okay with it. But having a quick digital option covers your bases.