Clean It Up
UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Erithwc on April 26, 2012, 12:25:07 pm
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I have read a few topics through the search button but im still unsure.
Do you need to keep a record of every payment received or can you just keep a day record what i mean is
Job 1 =£15
Job 2 =£10
Job 3 = £12
or can you just keep a day record
Monday = £37
Thanks Paul
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I have always kept an itemised record of every payment that every customer has made. It has come in useful whenever I have needed to prove income. Not sure if you need to go into this kind of detail, but it's my preference.
John
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I use george and print off a payments list.
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I use george and print off a payments list.
But are we required to keep an itemised record of every payment or is it just up to us if we do or don't ???
I don't want in a few years time be told i should have been keeping an itemised record of every payment received.
thanks paul
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get some round software paul so much easier!!.george is only £50 with £12 a year internet backup!!great!! ;D ;D ;D
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i have been window cleaning for about 10 years on and off, 3 years on my own with my own company and a year waterfed pole, my brothers and my dad have had rounds for now pushing 40 years....in all of this time the most memorabley excellent product that i have ever purchaced was george the window cleaners assistant
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I have read a few topics through the search button but im still unsure.
Do you need to keep a record of every payment received or can you just keep a day record what i mean is
Job 1 =£15
Job 2 =£10
Job 3 = £12
or can you just keep a day record
Monday = £37
Thanks Paul
Surely if you keep a record of houses cleaned and customers paid then you will automatically have every payment you have received and processed??
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I have read a few topics through the search button but im still unsure.
Do you need to keep a record of every payment received or can you just keep a day record what i mean is
Job 1 =£15
Job 2 =£10
Job 3 = £12
or can you just keep a day record
Monday = £37
Thanks Paul
Surely if you keep a record of houses cleaned and customers paid then you will automatically have every payment you have received and processed??
Not necessarily. I only account for daily turnover; I would not be able to show an itemised breakdown of that daily amount from three years ago (for example).
I use a spreadsheet, I mark on there in a box who is owing - that's how I keep track of debtors - and I have another spreadsheet where I put my daily turnover (I class turnover as income in - since it's rare I get knocked).
When it comes to annual turnover, I just put that figure in my tax return, even though I may not have received all the money due - effectively I may pay a little extra tax in that year - but it evens itself out.
I'm not sure if this is the 100% way to do it, but it's how I do it, and I'm sure I could justify it to the tax man should I get an inspection.
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2 questions
Whats a payment record ?
Whats tax ??
;)
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Not necessarily. I only account for daily turnover; I would not be able to show an itemised breakdown of that daily amount from three years ago (for example).
So you dont keep some sort of record of when a house was last cleaned and a record of if its been paid for?
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Not necessarily. I only account for daily turnover; I would not be able to show an itemised breakdown of that daily amount from three years ago (for example).
So you dont keep some sort of record of when a house was last cleaned and a record of if its been paid for?
Not long term. I have two columns on a spreadsheet for dates. Date last Cleaned and another for the current month which I fill in when it's cleaned. I have a separate column for outstanding payments; I may annotate BT (Bank Transfer), Cheque, or Chit - depending on the method of payment. When I'm paid, I'll delete the annotation.
Once that month has passed, I delete the dates in that old column of the spreadsheet.
Since it's all on a spread sheet, it's easy to copy the master document to a working document, manipulate the data depending on what information I want (a list of customers due, or a list of customers who're outstanding payment) and print it off.
I've probably made it sound more complicated than it actually is. It's simple if you understand spreadsheets.
I guess I could provide details of a breakdown of my daily total, but that'd involve cross referencing my handwritten diary to the daily totals, but it'd be a pain.