How to Organize Online or Electronic Invoices – Complete Guide

In this guide you will learn about the best free tools to put your budget in order. Of course these tools are free so you don’t have to worry about increasing your expenses.

How should I organize my electronic invoices

Before anything else, you must see clearly how you should manage your finances. After clarifying this point, you will be able to see what the best tools to do it.

Managing finances digitally or electronically eliminates the problem of physical space for papers, since information can be stored in the cloud without any problem.

The difference between a good organization and a bad one is the order: it can be chronological, alphabetical, priority, etc. but information must be organized or all the management work would be impossible.

First you will need a method to digitally store invoices: USB, external hard drives, cloud storage, email, etc. It is best to organize them in chronological order so that you know when to dispose of invoices that are no longer important (excluding, of course, those that must be kept indefinitely).

Finally, do not forget that sometimes it will be necessary to print invoices or save physical backups of the most important documents so adapt a small space for this it does not hurt. A few folders and a clean place will suffice.

How To Make An Online Invoice Record – Best Templates

The idea of ​​using templates is to have a base to work on, after all it is much easier to organize on an already established base rather than having to start from scratch especially if you are not familiar with the subject.

Microsoft offers a wide catalog of templates to organize invoices, so you can visit their website and find which of all the templates best suits your needs.

The templates are in Word and Excel format so they can be used with the software of Office de Microsoft available in the service already explained in our article about Office 365 (although if you do not have Microsoft software, any other alternative such as Google office software will do).

What are the best Apps to organize invoices?

If all of the above is not enough for you, then the applications developed for financial management They will be your best ally to accomplish this important task easily.

Currently there are applications either for mobile devices or for computers that allow easy handling even for newbies personal finance or in some cases business.

Mint

Mint was one of the first online invoice organizers. Requires connecting your bank accounts, credit cards and invoices to the software. The interface is intuitive so you don’t have to worry about not understanding something.

The main functions are: to set reminders and alerts, as well as to visualize the status of your finances with graphs and reports.

BudgetPulse

Extremely similar to Mint (intuitive interfaces, graphics, etc.), BudgetPulse has the big difference that it is not necessary to link bank accounts or any other type of sensitive information. This is the perfect option for those concerned about security of your personal information.

The biggest advantage of using Office (the most popular software of all) is the variety of computers on which it is available, for example installing Office on a Samsung Galaxy is a fairly simple process. That way you can manage the files from your cell phone.

In addition, Office files have the advantage that you can protect Excel files with passwords, something recommended with information so sensitive like your finances and bills.