Quoting software and invoices

BigDaveBBQ · 02-11-2020, 01:22 AM

I was wondering if anyone uses specific software to quote their caterings with. I have been sent some pretty slick estimates. Their email is almost autogenerated it looks like. It sends a PDF. Estimate over with the detailed breakdown and then on the actual email itself it has all their contractual details and then another breakdown of the estimate with a place to sign and return for agreement to send deposit for holding the date.

Any suggestions is appreciated.

Sent from my SM-N950U using Tapatalk

ynotfehc · 02-11-2020, 09:44 PM

Quickbooks or Xero will have that as part of their accounting system.

BigDaveBBQ · 02-12-2020, 07:36 PM

Quote:

Originally Posted by ynotfehc

Quickbooks or Xero will have that as part of their accounting system.

Thank you. the catering section is pretty quiet in the off season lol

PaulstheRibList · 02-18-2020, 12:17 AM

I use Square for this. It's low cost (free) and flexible. No contract portion, however.

BigDaveBBQ · 02-18-2020, 11:44 AM

Quote:

Originally Posted by PaulstheRibList

I use Square for this. It's low cost (free) and flexible. No contract portion, however.

I was looking into using Clover? What are your thoughts with using Square? Any pro's or con's?

Wicked Smoke BBQ · 02-20-2020, 09:02 AM

Quote:

Originally Posted by BigDaveBBQ

I was wondering if anyone uses specific software to quote their caterings with. I have been sent some pretty slick estimates. Their email is almost autogenerated it looks like. It sends a PDF. Estimate over with the detailed breakdown and then on the actual email itself it has all their contractual details and then another breakdown of the estimate with a place to sign and return for agreement to send deposit for holding the date.

Any suggestions is appreciated.

Sent from my SM-N950U using Tapatalk

I do all my quotes and invoices through QB. Then I can bill directly and they can pay directly and everything is nice and neat in the software for accounting purposes.

ynotfehc · 02-20-2020, 04:07 PM

Square works well. I haven't had any issues with it. They a lot of extras that you can pay for and some nice features, but Clover has them too. Have to look at the monthly cost for Clover and their credit card rates, then compare to Squares 2.6% plus $.10 per card transaction. Theres no monthly for Square. Square will continue to function normally even without cell or wifi service, not all POSs will. I think I read that if you do more than $15,000 per month in credit card transactions, then Square has the lowest cost. With their new credit card fees, I'm sure that number is closer to $10-12,000 now

02-11-2020, 01:22 AM	#1
BigDaveBBQ Knows what a fatty is. Join Date: 06-25-19 Location: Northern California Name/Nickname : Dave	Quoting software and invoices I was wondering if anyone uses specific software to quote their caterings with. I have been sent some pretty slick estimates. Their email is almost autogenerated it looks like. It sends a PDF. Estimate over with the detailed breakdown and then on the actual email itself it has all their contractual details and then another breakdown of the estimate with a place to sign and return for agreement to send deposit for holding the date. Any suggestions is appreciated. Sent from my SM-N950U using Tapatalk

02-18-2020, 12:17 AM	#4
PaulstheRibList Full Fledged Farker Join Date: 02-17-15 Location: SW Louisiana Name/Nickname : BishopofBBQ	I use Square for this. It's low cost (free) and flexible. No contract portion, however. __________________ Cooking meat with fire from wood...what could be better! > Started with 22.5 WSM, then a 2nd one...then, a 22" Offset Stickburner > Commercial Dryer converted to Smoker > Huge Insulated Cabinet #WhoDat1 > Pitmaker.com Grillmeister, 24"x48" Charcoal Grill > Jambo Backyard Stickburner > Pitmaker.com Vault Insulated Vertical Reverse Flow Smoker @BishopofBBQ

02-11-2020, 09:44 PM	#2
ynotfehc Full Fledged Farker Join Date: 07-03-13 Location: St Paul, MN	Quickbooks or Xero will have that as part of their accounting system.

02-20-2020, 04:07 PM	#7
ynotfehc Full Fledged Farker Join Date: 07-03-13 Location: St Paul, MN	Square works well. I haven't had any issues with it. They a lot of extras that you can pay for and some nice features, but Clover has them too. Have to look at the monthly cost for Clover and their credit card rates, then compare to Squares 2.6% plus $.10 per card transaction. Theres no monthly for Square. Square will continue to function normally even without cell or wifi service, not all POSs will. I think I read that if you do more than $15,000 per month in credit card transactions, then Square has the lowest cost. With their new credit card fees, I'm sure that number is closer to $10-12,000 now