Papertools

That receipt in your pocket is easier to deal with while you still remember what it was for. In Papertools, take a photo or upload a receipt to prefill the expense details. Review them, make any corrections and save with the receipt attached to the record. A small task handled now, instead of a pile to sort out later.

We’ve added a short walkthrough to the Papertools Academy showing how Page Mode and Desk Mode work. Page Mode gives you one page at a time—a straightforward way to work through an invoice, record an expense or check a report. Desk Mode keeps pages open in tabs inside Papertools. You can move between a customer’s details and their invoices, keep a report handy, and pin or rearrange tabs as you go. Small business owners have different ways of getting things done. These two layouts give you a choice in how you organize your work. Take a look and see which suits you: https://youtu.be/DqSBZ9S1Uw4?si=Jk_J7m_BWClqQk-b

They said yes to the quote. Keep the work moving. You’ve worked out the price, listed the work, and sent your customer an estimate. They’ve accepted. When it’s time to invoice, those details are already there. In Papertools, you can turn an accepted estimate into an invoice with the customer and line items carried over. Review it, make any necessary adjustments, and send it. Customers can accept your estimate through a shared link without creating an account. If they give you the go-ahead by phone or email, you can mark it accepted yourself. It’s a small part of running a business, but repeating the same information on every job adds up. This keeps the next step simple. Our walkthrough shows how to create, send, and convert an estimate into an invoice: https://www.youtube.com/watch?v=iOdDMB4DKGE Start free. No credit card: https://papertools.app

Deposits, credits, and knowing what your customer still owes A customer pays a deposit before you start. Another needs a credit because something changed on their invoice. A few weeks later, you need to know where both accounts stand. These are everyday situations when you run a business. Keeping track of them should be straightforward. In Papertools, you can record customer deposits, issue credit notes, and apply available credit to invoices. You can see what’s available for each customer and keep the reason for an adjustment with the record. Our Credit Notes & Deposits walkthrough takes you through the steps on screen, from creating a credit note to applying it and recording an advance payment. Watch the tutorial: https://www.youtube.com/watch?v=CMUGPBcucRQ Start free. No credit card: https://papertools.app

Your invoices, bills, expenses and payroll are already recorded in Papertools. But what if you want to know how one specific job is doing? How much have you invoiced for it? What did you spend on materials and suppliers? How much went into payroll—and what’s left after those costs? That’s where Projects comes in. You can bring the records related to a particular job together in one project, giving you a clear view of its revenue, costs and profit or loss. The bills and invoices still belong in your business books; linking them to a project lets you see the story behind that individual job. We’ve published a new YouTube walkthrough showing how this works, using a fictional Office Lighting Upgrade project. Follow along as we create the project, link invoices and supplier costs, review allocated payroll, and check the cost breakdown and margin. We also show how to export a project report to share. It’s useful while the work is underway, too. As you record and link more activity, you can keep checking how the numbers are shaping up. Watch the walkthrough: https://youtu.be/VocDePHcJGM?si=CudJt6KFGb0eqpUJ Find more Papertools guides in our Help section: https://papertools.app/help