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Business tools for Freelancers


#1

Hello,

I’m looking for recommendations of tools or toolkits, for managing a (currently) small scale start-up web design business. At present we are talking a handful of clients, but i’d like to be ready to automate some processes, in particular tracking of payments and invoicing. (I’m avoiding Webflow client billing for now, until I can bill a set rate per month in GBP)

hellobonsai.com looks impressive, streamlining from qoute to contract to invoice - and it looks like @SidneyOttelohe and @jwburkhard have experience using it - anyone else used it?

All-in-one tools would be ideal, but if anyone has suggestions of different products that work well together for their business (and don’t break the bank) i’d love to know.

Thanks very much
Stu


Client billing help
Would you please recommend a project management software
#2

Hey @StuM,
Try Wave. SImple, clean, does the job, and it’s FREEEEEEEE.


#3

Thanks @Pasint - that’s on my tabs to look into!

Is their credit card fee basically mirroring stripe? So i’d pay them x% and Stripe x% or is it literally just the Stripe %fee alone?


#4

Good question. I guess it’s just their fee, so you pay the %age once, and they pay back a rev share to Stripe for using their payment engine. It would be ridiculous to pay the fee twice, but I guess best it to ask them to be 100% sure.
Bonsai also uses Strip tech, so I guess it would work same for them as well as other Stripe based payment solutions.


#5

I love hellobonsai! Super awesome support too. I requested a few tiny features in the chat window and the dev team jumped on it and updated the entire software for it within a week. Pretty awesome.

Also the invoices are really pretty looking to send to clients to pay online easily.


#6

In years we’ve tried a lot of things and currently we are using Perfex and it’s seriously the best! it’s a self-hosted web app and it’s open-source! I think it’s worth the try!


#7

I use Freeagent for my Billing, Estimates and Quotes etc… it’s British and lets you submit your Tax Return direct from the App. Works well for me :slight_smile:

Oh and it also ties in to your bank account so you can really keep track of income and outgoings.


#8

Awesome, thanks for the suggestions so far everyone!


#9

I’ve been using Hiveage for awhile, especially for the zero processing fees when using Braintree (for the first $50k), but may pivot to Wave or Hellobonsai at some point.


#10

Hey @StuM

We have an easily integratabtle solution that other freelancers are using to track payments and issue invoices. Plasso has a No Monthly plan which is great for startups. New integrations and features are being released on Product Hunt soon for our Recurring/One-time Payment payment cart that can live on your webflow site.


I’d love to hear feedback from the community of there impression of Plasso and any potential wishlist features that would be valuable :v:

  • David

#11

Thanks for those too, looks like my next few days will be trying these out, some really good suggestions!


#12

Thanks! I even didn’t know about this tool. lol


#13

Just to update on this thread, i’m opting for Wave - certainly for the first few months of business, so if anyone wants to ask me about the experience over the next few months, and as my business grows, feel free to drop me a line. I’ll likely review things at 4-6 months to see if a subscription based service like @Aaron mentioned (FreeAgent) is suited for me longer term.

@Pasint - Wave clarified that for me (UK based) it is just the Stripe fee that is paid - as you thought.

Cheers
Stu


#14

Cool! Let us know how things work out for you. I’m not using the payment options (yet) so it’d be interesting to get some feed back on that!


#15

Thanks a lot for letting me know about this tools, this is very helpful!

https://banks-nearme.com/


#16

hmm… not saying it is… but seems to be one of those “border-line” sites.


#17

Hey! I’m struggling with something similar, but more related to PM/collaboration tools. How are you dealing with communication with different clients when they all require different types of communication channels/collab tools? I find that information easily falls between the cracks. Any thoughts? Solutions?


#18

I use peopleperhour for communication and invoicing, I highly recommend it. Hook up Payoneer and you have access to your funds within 1-2 hours of payout.

0% services fees when you invite your client https://www.peopleperhour.com/invitation/zero

If I charge £1,000, that’s what reaches my Payoneer card or bank account.


#19

@miriam739, have you tried linking apps with Zapier?


#20

I even didn’t try for this kind of tools yet. However, thanks for sharing.