CloudBooks tips & tricks
34 articles in this category
Helpful Tips to Add Shipping, Discounts, And Taxes to Invoices
Adding details such as shipping, discounts, and taxes to your invoice is not just important to your client paying you on time but is also required as per reg...
A Guide for Small Businesses to File Taxes
Filing business taxes is something that many small businesses find intensely challenging. While large conglomerates set up entire teams of lawyers and accoun...
Five Ways a Time-Tracking Software Can Help Grow Your Business
Every business has a time sheet regime that they hope to adhere to. Most business are paying more than necessary due to exaggerated hours on time sheets. Tim...
5 Things You Did Not Know About Online Invoice Software
Most businesses stress over invoicing. Often considered tedious, this process can be made easy with the use of technology. When you automate invoicing, you c...
Important Features You Need in an Expense Tracking Software
Expense tracking software can help organizations make accurate estimates, gain control over their finances, automate their business spending and reduce costs...
5 Things to Consider While Choosing Your Business Expense Tracking Software
In recent years, a large number of businesses have been using expense tracking software to forecast sales, manage expenses, inventory, and much more, because...
6 Reasons Why Startups Should Use Online Invoice Software
Invoicing is probably the most challenging task for a startup. Moving to online invoicing software can make these work easier. Here are some reasons why shou...
How to Plan Your Business Growth After And During a Recession?
The COVID-19 pandemic has disproportionately affected small businesses, with twenty-five percent expressing concerns over the supply chain and twenty-nine re...
Important Tips to Protect Your Business Documents
The IBM Cyber Security Report estimates an yearly $2 million loss for small businesses in financial damages due to cyber security attacks. Since your sensiti...
Coolest Things About the Cloud That You Might Not Know
You’ve certainly heard of the cloud. Even if you haven’t, you’ve been using it for years. It’s what enables you to access information on the internet that is...
10 Ways Progressive Web Apps Will Replace Native Apps
Progressive web apps (PWAs) are poised to topple their native app, soon-to-be predecessors from their throne atop the best mobile app development strategies ...
This Is How You Prepare Your Home For Winter
Some people live for the summer and the warm weather it brings. Others cannot wait until the weather starts to cool in fall. Regardless of how you feel about...
Awesome Productivity Tips for Small Business Owners
Disclaimer: Gabriel Nwatarali, from Tech Help Canada, submitted this entry. The author’s views are entirely his or her own and may not reflect the views of C...
Creating and sending a quote has never been easier
When you first start chatting with a new client, one of the first things they’re going to ask for is a quote regarding your services. Creating and sending a ...
A Freelancer's Journey to Finding a Workable Billing Software Solution
A Freelancer’s Journey to Finding a Workable Billing Software Solution : What started out as a side income for Mandy about three years ago, eventually ...
What Our Quote Software Can Do For Your Business
While usually not the first impression one makes with a client, a quote or estimate to a client is usually the first formal document they receive. Additional...
The Advantages of Using Billing Software
In 2016 it makes little sense to attempt to track and manage one’s accounts via outdated, paper-based methods. Billing software is an asset to any busi...
Get Paid with PayPal Online
Get Paid with PayPal Online: CloudBooks is now fully integrated with PayPal and once your customer paid the invoice with PayPal, it will automatically change...
Time Tracking Software: Help Employees Feel Like Freelancers
We live in a world in which the makeup of an organization has changed. Many organizations have fewer full-time employees and instead rely on a series of part...
Close More Deals With Quote Software and Keep Your Sales Cycle Running Smoothly
Online Quoting & Proposal Software Whether you view it as a rewarding challenge or a dreaded task, responding to Requests for Quotes (RFQ) and Requests ...
Bookkeeping Software and Small Business Cash Flow
Bookkeeping software for small business free: When you first opened your business, you probably based it on some kind of business plan. In that document, you...
Free Invoice Templates
Great news. We have made some custom invoice templates for our readers. Download these invoice templates in Microsoft Word Format. But if you wish to organiz...
New Feature – Invoice Autobiography
CloudBooks now have Invoice Autobiography feature. Not only does it tell you when the invoice was paid, but it also keeps track of when the invoice was OPEN ...
How can I access all the emails that CloudBooks sent out?
CloudBooks stores all emails that get sent out of 150 days and you can access all the emails that CloudBooks sent out. Emails older than 150 days are purged....
Knowing When to Cut Your Losses
Knowing When to Cut Your Losses Hi, reader’s. I was working with a client the other day who has a number of small businesses, but this one business in partic...
How do I send an email to many clients?
How do I send an email to many clients?: 1) Go to the “Clients” tab 2) Check the boxes next to the clients you want to email. 3) Click on the “Email” button ...
Freelancers: Keep your rate private
Freelancers: Keep your rate private A common question that I get about pricing is whether or not a freelancer should publicize their prices. I’ll admit, this...
Stop using email to double your productivity
There is life beyond email. And it’s much better than what you have now. Listen to this story. I lived for my email. My main task of the day was to lea...
Social Media Tips for freelancers: Facebook
Social Media Tips for freelancers: Facebook Following give general idea on Social Media for freelancers, the blog of CloudBooks want to limit a little bit an...
Know your numbers with our new Financial Dashboard
One of our main goals has always been to make it easier to manage your business. So we redesigned our home dashboard to show a more accurate picture of the e...
Send your invoices in any language
Send your invoices in any language We are fan of languages! And we know you have customers in other regions or countries that speak English, German, French &...
Help your clients pay you on time
Check out our Chief Accountant Mark’s five tips to help you get paid on time 1. Invoice promptly Make it part of your weekly routine to send invoices t...
Easy Steps to Start a Business or Grow Your Existing One
In this roundup of great ideas and resources for small business—you’ll find a straightforward guide to help you take all the right steps to form a new busine...
A new beginning
CloudBooks is accounting software. Simple online invoicing software for small business and freelancers. We help you take care of online invoicing, and time t...
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