Sprout Invoices removes hoops and hurdles required in a typical workflow of accepting estimate requests, creating an estimate and getting paid.
The Creation Hoop
Below is a flowchart of how a freelancer or small-to-medium size business would manage a basic request for services on their WordPress site. Most of us would be using Gravity Forms or Ninja Forms for these estimate requests without any integration with the hosted invoicing service and even paid integration add-ons the “automation” requires manual management.
Sprout Invoices wants to fully automate this process by automatically creating the estimate & client (if one doesn’t already exist). Then you simply need to edit the estimate and send it to your new (or returning) client.
“…this process is going to save me hours a week.”
The improved workflow may not save you hours but 5-10 minutes less per estimate request can save your sanity in the arduous estimate process.
The Notes on a Napkin Issue
When we talked on the phone you mentioned…
The process of estimates visualized above is a dream, we know it. In reality the time in between “Edit Estimate” and “email notification” a piece of us is lost communicating back and forth with the client via email, phone, and others to get enough detail for us to complete the estimate. In that process you’ll have notes about the proposed project, maybe some technical implementation details, spread out across your digital desk in email, Evernote or notebook; the private notes features allows you to create unlimited notes accessible within the estimate or invoice history view. No more searching through an email to find out a scratched note.
The Deposit Hoop
I didn’t notice that I was just paying the deposit. I already paid you.
An estimate is accepted , an invoice generated but a partial payment for the deposit needs to be made. The popular invoicing services lack a solution; you could create two different invoices or use the negative line item hack with a message to the client that is rarely fully understood. Sprout Invoices wants to solve the deposit process in the most simple method possible: set the deposit amount, get paid and the invoice is automatically adjusted to accept the remaining balance. We don’t like to talk about future releases but you can expect a process built out on your own terms soon.
The Brand Wall
Oh. I didn’t notice that invoice was from your company.
Popular invoicing services allow for a limited about of customizations, e.g. custom subdomains, upload a logo and if lucky color scheme. Email notifications will be sent from their servers and their from addresses. Bringing Sprout Invoices into your own company website/server sets to solve these problems.
All Sprout Invoice templates are customizable, just add a new template to your WP theme directory and start coding and/or styling via CSS. For those wanting more control, Sprout Invoices offers hundreds of WP hooks and filters.
Sprout Invoice notification emails are sent from your server and your from address.
No more http://yoursite.harvestbooks.com with a “Powered by A Service I Pay For”.
We are determined to make Sprout Invoices the best invoicing solution for freelancers and “small-to-medium sized businesses” running WordPress. It will be the cornerstone for many other Sprout Apps in the future.