Are you a freelancer or an SMB owner? Then you know how tedious it is to keep a record of all your clients and customers. And the ironical fact is that we can never overlook keeping the record as it serves as the official document to claim our remuneration. If you are a freelancer or an SMB owner who finds it difficult to document professional activities, I have got something for you.
Review of TopNotepad
TopNotepad is specially built for freelancers and small or medium-sized business owners. Their premade templates for different document types make our job easier in recording every action.
Are you interested in knowing them further? Here you go!
Features of TopNotepad
Mainly they offer five types of professional document creators (or services) about which you can read below.
#1. Invoice and Billing
As a freelancer, you know the importance of invoices, don’t you? Once you finish a project, you need to send an invoice to the client to get your payment.
Truth be told ‘invoice creation is an art.’ If you do it indifferently, chances are your payment may get delayed as well.
But TopNotepad’s dedicated invoice creation tool takes away a tremendous work from you. You can create an invoice within a couple of minutes there.
After entering the work and client details, you will be able to generate payment receipts and get it sent to your customers without downloading it. Also, it is possible to set reminders to reach out to a client who hasn’t processed the payment yet.
The invoice dashboard provides a brief idea of all your invoices.
You can export your invoices to Excel formats for your future purposes. And, they are available to be downloaded in PDF too.
Here in TopNotepad, you will never find it difficult to change Invoice style as well.
#2. Expenses Management
Invoices serve as a reference for your yet-to-get payments. And, it conveys the pending amount to your clients as well. So, in a freelancer’s perspective, it is related to the income.
But one should keep track of his/her expenses as well. No matter how much you make, you will never find even a penny in your hand if you spend money without planning and recording.
Just like I said in the previous section, you will have an expense dashboard that displays the summary.
As we all know, not every expense are the same. You spend money on different things. That’s why TopNotepad has integrated different expense categories to help you record with maximum accuracy.
And, you can even link your invoices with the costs. The file upload feature allows you to upload your receipts into your expense sheet so that you won’t have to keep a lot of papers.
#3. Online Leads Management and CRM
Managing and nurturing leads are important for any business because a single lead can pave the way to a whopping sale sooner or later.
You can upload leads into the interface on a bulk basis. And, set reminders to do specific tasks about it.
The notes feature inside the interface helps you save notes for future reference.
In case you share your TopNotepad account with anyone, it allows you to allocate the leads.
#4. Online Accounting
No, you don’t need a professional accountant to keep a record of all your financial transactions.
Just manage invoices and expenses on TopNotepad. Then, the app itself takes care of everything to log your income and expenses.
Based on them, it gives you an insight on your profit and loss as well. To create a balance sheet, you only have to fill a few basic details.
And, you can manage cash book on this tool too.
#5. Estimates and Quotations
Not all the clients are the same. Some people want a custom quote before starting the work. That’s why you should understand how to create different types of documents.
Estimates and quotations on TopNotepad provide you with all the options plus a unique function to convert a quote into an invoice.
#6. Easy to Use
Unlike most of the expense tracking and invoice creation tools out there, TopNotepad has an unbelievably simple interface that you won’t find it difficult to find any option or use it.
The ease of use is at its best here.
TopNotepad has three different packages; free, pond and lake. The first one has some limitations whereas the last two plans are premium with about zero constraints.
It’s a tool to create a free invoice.
Are you a freelancer?
Well, then you might have already realized the value of such a tool. Once you subscribe to a premium package, no one can limit you from creating flamboyant invoices.
In my opinion, it is an all-in-one tool for both freelancers and SMB owners.