Today we’re covering Due.com, an online accounting and invoicing tool that is so user-friendly, even the most anti-talent tech people could use it without an issue. Now, there’s nothing standing in your way of actually understanding the revenue streams that enter and exit your accounts. The tool works for both freelancers and online businesses.
Here’s what you will learn from this small tutorial today:
- How to Register and Create an account on Due.com
- Integration with FreshBooks and QuickBooks
- Entering Client information secure and safe
- Entering Project details and Tasks
- Time tracking and Online Invoicing
- Reporting and Project Management
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How to Register and Create an Account on Due.com
Registering and creating an account on Due.com isn’t difficult at all. Simply go to the upper right where it says Sign Up, enter your email and company and hit the Sign Up button. You will then receive a nice email that looks like this (see image below), confirming your account has been created. I don’t get the guy avatar in the right (this is exactly the image you receive in your inbox), but the design totally saves the day.
Going even further, you can add more details about yourself by going to the upper right, click on the avatar and hitting the Setting button. You can add company name, email, password, country, state, city, mobile, address etc. Awesome screen shot below.
And that’s all there is to the actual sign up and account creation. You can always add more options, add Staff members and whatever piece of information that might prove helpful in the long run.
Integration with FreshBooks and QuickBooks
What I find really useful, besides the super friendly design and the overall quality of UX and UI, is the integration with FreshBooks and QuickBooks, and how you can export clients into one or the other. To add more, you can export it to your VCard, as well, which is even better.
Whenever you add a new client, if you go to Clients tab in the left sidebar, you’ll end up on the Clients sheet. Here, you can click on any client (in this case, I entered SERPlified as a client, so I clicked on it), and a “notepad” design page appears below. In the left side, you have Clients, in the right side, you have client details. Then, if you take a look further to your right, in the right sidebar, under Load More, you have the option to:
- Export clients in FreshBooks
- Export clients in QuickBooks
- Export selected client to vCard
If you click on it and follow the procedure, your export will be finalized.
This is really helpful if you are a company or freelancer, and want to have an integration of any major accounting software with Due.com. That is, if you don’t want to let go of FreshBooks or QuickBooks or vCard. But the choice is there, so your business’ needs are covered anyway.
Entering Client Information Secure and Safe
When I used to freelance (and I still do it every now and then), I loved having a secure place where I could enter client information. Don’t get me wrong, I still have the folders and files saved in a gazillion secured places and devices, but having this option of secure client information stored online can help any freelancer and business owner sleep well at night. While a CRM tool could do the trick, if you aren’t that tech savvy, Due.com offers enough security for client information.
You can add new clients in a very light easy way. Simply fill in the client name, company, email, country, city, you can also add company registration information, mobile phone and more.
You can also add a client description or leave it blank and hit the Add/Save button. I’m curious about their mobile version as Due is preparing an iPhone app soon, so it’s something to look forward to. Perhaps they’ll consider a Windows Phone version someday for Lumia lovers.
Entering Project Details and Tasks
Aka piece of cake. For each client, you can add different projects. Now, in some cases, one client means one project. But if you are working with a team or owning a company, there’s a high possibility of having more projects for the same client. i.e. Local SEO, Copywriting, Social Media, UX Design – all these can be separate projects for the same client.
When entering project details, you have the option to fill in the project name, select among clients from a dropdown menu, add a project description, describe the project budget (fixed or hourly), and add the budget value. Note that for hourly, you would add the hourly fee as budget value, while for fixed, you’d add the fixed value (overall). Click Add and enjoy.
I haven’t seen anything related to milestones yet, maybe I missed it or maybe it’s in the “to be implemented soon” process.
If you managed to add the project, next you’ll want to add the tasks. i.e., a task can be “Write 5 articles per week” or “Post 5 social media updates on Twitter per week” and so on. It depends on project details and client, of course. When adding task details, you can fill in the hours tracked per task, date started, due date etc. When you click Add, it generates these entries in the form of “to-do” check lists, like below.
Time Tracking and Online Invoicing
In the lower right on the Tasks menu, you have the option to Invoice, Edit or Take Action. You can always add a new task directly from the Tasks overview or invoice existing ones. Time Tracking is possible through a friendly time tracker located in the upper right, where you can also find regular messages of what has been added, along with a currency converter.
Invoicing can be done by accessing the left side bar, click on Invoices. On the Invoices page, you can find information about Total Invoice, Total Invoice Value, Paid Invoice and Pending Invoice. There are also two tabs showing non-recurring invoices and recurring invoices. You can always have a look at the status of each invoice. This comes in handy, by not having to deal with constant emails as reminders of “total unpaid invoices” especially for freelancers using multiple billing systems. Business owners might have it easier if they use QuickBooks or FreshBooks. Remember, you have the integration with these, as well.
Reporting and Project Management
One of the most difficult steps in delivering a project isn’t necessarily execution or implementation or even strategy. It’s project management, and how you communicate with your client. Reporting is also important in project management, especially when it comes to measuring results and following up. This can secure a continuation of the project and an ongoing business relationship with your clients, or at least a happy departure of client.
In the Dashboard tab (left sidebar), you can access Project Stats, Statements for every month including monthly averages for Tasks, Projects and Invoices, a Calendar summary with active invoices, total invoices sent and paid, total active tasks; as well as Reports. The Reports are per client and can be exported in .pdf and .csv formats.
I’ve mentioned before just how important it is to know the costs involved in every project, especially when working remotely. Having a tool that covers everything can save time, energy and money. Due.com offers a friendly interface, with responsive design, great options for adding clients, projects and tasks, a time tracker and conversion feature, a dashboard with project management and project overview and a reporting tool available in two exporting formats.