The manual way
Spreadsheet · calculator · PDF · inbox
- Open last month's spreadsheet and save a copy
- Copy the client's name, address and TRN across
- Type every line item and rate by hand
- Work out 5% VAT on a calculator Rounding error
- Check the totals. Check them again.
- Fix the layout, then export to PDF
- Write the covering email from scratch
- Attach the PDF and send Forgot the attachment
- Put a reminder in the calendar to follow up
- Chase the payment. Twice. 21 days overdue
- Match the bank transfer to the invoice by hand