Case Studies

Created by a small business frustrated by inefficient and expensive packages, Basic Invoice is focused on making things easy for small and micro businesses.

Flexible and simple, yet still feature-rich, Basic Invoice is a labour of love for its creator. With 20 years of development and experimentation, it is finally available for all small businesses to use.

No matter what you do for work, Basic Invoice makes sure administration never gets in your way.

Scroll down to find out how Basic Invoice can help you.

Alan’s business isn’t straightforward, but he needs an invoicing solution that is.

An average day involves a mixture of sales and labour, and he often deals with expensive items. Serialised stock management is a must for his insurance, and Basic Invoice has him covered.

As stock like laptops and monitors arrives, Alan uses his barcode reader to scan the serial numbers straight into Basic Invoice. He then hits “print” and new price labels are generated for each stock item.

When a customer wants to buy an item, he quickly scans the barcode and all the product details are added to the invoice. It’s just as quick and easy to add the customer to the client database.

Alan has a perfect record of which items have been sold, and thanks to Basic Invoice he has peace of mind.

Sally loves to cook, and it shows. Her café/restaurant is growing quickly and she has a fast-increasing number of regular diners.

One of her new customers is Jo, who has returned for the second week in a row. Jo sits down and tells the waiter she loved what she ate and drank last week and asks to have the same meal again.

The waiter checks Basic Invoice on his iPad to see what Jo had last time – vegetarian pizza with extra anchovies. Jo’s partner says they want the pumpkin soup with the house wine. Because every menu item has a number, the waiter can add every order super quickly.

When the order is finalised, the invoice is printed to a thermal printer in the kitchen straight from Basic Invoice. The chef can see every item before the waiter has even left the table.

Sally loves to keep her customers up-to-date with specials via email, and uses Basic Invoice to easily collect addresses.

Dan the bricklayer doesn’t like paperwork.

When it comes to invoicing software, Dan doesn’t feel he needs much. But he knows a quickly delivered, professional, written quote usually gets him the job. Oh, and easily tracking the people who owe him money is essential.

In short, he wants to lay bricks and get paid.

With Basic Invoice on his side, Dan finds it easy to quote and get the job on the spot. He knows customers don’t like waiting for quotes and often won’t commit until they have something in writing. After quickly creating a quote on his iPad using Basic Invoice, Dan can instantly email it to the client before even leaving the site.

Basically, Dan rocked up on site, smashed out a quote, and went to the next job.

When he returns to do the job, Dan quickly finds the quote on Basic Invoice to check exactly what the client asked for. When the job is done, he ticks a box and Basic Invoice emails the client a notice saying the job is “Competed Awaiting Payment”. The software allows Dan to easily see who owes him what.

Dan gets paid! He marks the job as paid with one easy button and a copy is automatically emailed to the client, without Dan ever having to leave Basic Invoice.

Tania’s shop might be small, but she fits a lot in it.

She sells an extensive range of homewares, often stocking multiple colours and sizes of items. Tania doesn’t need serialised stock management – she just needs a quick and easy interface which doesn’t get in the way of sales.

With Basic Invoice, Tania finds keeping records of what she sells and how much she paid for stock easy. She has set up a standard price mark-up of 30 per cent, and all she has to do is enter her purchase price and the software takes care of the rest.

Stock entry and sales are super easy too thanks to Basic Invoice’s barcode scanner, label printer, and thermal printer support. Tania can enter stock items quickly, instantly generate a label, and scan the barcode when it’s sold.

Other transactions are easily entered into the system using the Basic Invoice’s bank statement importation feature (coming later this year). When tax time comes around, Tania can quickly and easily give her accountant every detail.

Please note: case studies on this page are only examples to represent functionality of Basic Invoice.