Invoicing properly from the very first job
The starting point
A terrace cleaning company, just founded
Green Clean cleans terraces for a well-off private clientele. There are two or three of them.
When they called us, the company was being set up: no old system to replace, no data to migrate. They needed a partner for invoicing.
What it cost
The risk, at the start, is installing too much
A company that's just starting doesn't yet know which tools it will miss. It's poorly placed to sort out what it needs from what someone can sell it.
Their immediate need fitted in one line: send quotes and invoices from the very first clients.
The solution
Odoo's standard, without touching the processes
Quotes, invoicing and clients were set up from the start. Nothing Green Clean does went beyond what the tool can do as it is.
Accounting isn't part of it: only invoicing goes through the tool.
Avant / après
Avant
- A company being founded, with no management tool
- A first job to invoice
Après
- Quotes, invoices and clients in place from the start
- A polished invoice from the very first job
Key decision
Why does the only custom work concern how the invoices look?
The invoice is one of the few documents their clients receive from them. For a small company selling a polished service to a well-off clientele, it's part of the service.
So that's where, and nowhere else, the effort went: the layout of the invoices and reports. With a young company's budget, one well-placed effort was better than several scattered ones.
What comes next
The rest will come when the company grows
It's their first year, and the company is settling. The configuration matches what they do today, not what they might do one day.
When they grow, we'll add what has become necessary, rather than having guessed it too early.
Setting up your company and want to start on a clean footing? Let's talk.
We start with a conversation, not a quote.
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