Invoices without a template
Create invoices from saved customers and items, and see which are paid, due or overdue.
Invoicing software →Customer story · Interview Mocha
Amit Mishra, CEO, Interview Mocha
Interview Mocha is online skill testing software founded by Amit Mishra, who had no accounting background. The team moved from invoices made in MS Word to ProfitBooks, started invoicing within minutes without training, and now gets a Balance Sheet in a day instead of a couple of weeks. Here is their story.
Amit is the founder of Interview Mocha, online skill testing software that makes recruitment easier and faster.
It is a pre-employment testing solution for job-based skills assessment in IT, business, finance, marketing, sales, languages, ERP, design, development and more.
We used to create our invoices using MS Word. We had created a template which we used to change every time we wanted to create an invoice. Initially it worked for us but once we crossed 30-35 invoices, things became messy.
It was impossible for us to track how many invoices are paid or overdue. Then there was no control over the changes made to those invoices. We badly felt the need of a tool that will give us some meaningful reports based on our invoices.
In Amit's words, from finding ProfitBooks to the first Balance Sheet.
I came ProfitBooks through one of their blog posts. They really write good articles every week. I signed up for a trial and pleasantly surprised by the overall user interface.
Being a technology guy, I never understood accounting and that's why avoided it. ProfitBooks cleverly organised the menu items as income and expenses. Within few minutes, we started creating invoices without any training.
Big win for me was – Balance Sheet in a day as against couple of weeks earlier! We are now in total control of invoicing and expenses, thanks to ProfitBooks.
Three jobs, before and after the switch from MS Word.
| Job | With MS Word templates | With ProfitBooks |
|---|---|---|
| Creating an invoice | Edit the template every time | Invoices created within minutes of signing up, without training |
| Knowing who has paid | Impossible to track paid or overdue invoices | "In total control of invoicing and expenses" |
| Balance Sheet | A couple of weeks | A day |
The parts of ProfitBooks behind Interview Mocha's switch.
Create invoices from saved customers and items, and see which are paid, due or overdue.
Invoicing software →Reports build themselves from your invoices and expenses, with 50+ reports to choose from.
Financial reporting →The menus are organised the way a business owner thinks, not the way an accountant does.
Online accounting software →Not ready to sign up? Make one invoice with the free GST invoice generator, or read how to create professional invoices.
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Interview Mocha is online skill testing software that makes recruitment easier and faster. It is a pre-employment testing solution for job-based skills assessment in IT, business, finance, marketing, sales, languages, ERP, design and development.
They made invoices from an MS Word template. Once they crossed 30-35 invoices, it became messy: they could not track which invoices were paid or overdue, had no control over changes and got no meaningful reports.
Within a few minutes. Amit Mishra says the team started creating invoices without any training, because ProfitBooks organises the menu items as income and expenses.
A Balance Sheet in a day, against a couple of weeks earlier. Amit also says the team is now in total control of invoicing and expenses.
No. Amit Mishra had never understood accounting and still started invoicing within minutes. You record income and expenses, and ProfitBooks builds reports such as the Balance Sheet from those entries.
Go to Reports → Sales Reports and open Outstanding receipts. Filter by date or customer to see each invoice with the party name, pending amount and how long it is overdue, in PDF or Excel.
Yes. The free Startup plan covers 1 user, 10 invoices a month, 50 customers and 10 products, with no credit card needed. New accounts also start with a free 15-day trial of SMB Pro.
Free plan, no credit card. Your first invoice takes minutes.
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