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Catering, Vending and Cooking For The Masses. this forum is OnTopic. A resource to help with catering, vending and just cooking for large parties. Topics to include Getting Started, Ethics, Marketing, Catering resources, Formulas and recipes for cooking for large groups.


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Old 02-11-2020, 01:22 AM   #1
BigDaveBBQ
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Join Date: 06-25-19
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Default Quoting software and invoices

I was wondering if anyone uses specific software to quote their caterings with. I have been sent some pretty slick estimates. Their email is almost autogenerated it looks like. It sends a PDF. Estimate over with the detailed breakdown and then on the actual email itself it has all their contractual details and then another breakdown of the estimate with a place to sign and return for agreement to send deposit for holding the date.

Any suggestions is appreciated.



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Old 02-11-2020, 09:44 PM   #2
ynotfehc
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Quickbooks or Xero will have that as part of their accounting system.
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Old 02-12-2020, 07:36 PM   #3
BigDaveBBQ
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Quote:
Originally Posted by ynotfehc View Post
Quickbooks or Xero will have that as part of their accounting system.
Thank you. the catering section is pretty quiet in the off season lol
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Old 02-18-2020, 12:17 AM   #4
PaulstheRibList
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I use Square for this. It's low cost (free) and flexible. No contract portion, however.
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Old 02-18-2020, 11:44 AM   #5
BigDaveBBQ
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Quote:
Originally Posted by PaulstheRibList View Post
I use Square for this. It's low cost (free) and flexible. No contract portion, however.
I was looking into using Clover? What are your thoughts with using Square? Any pro's or con's?
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Old 02-20-2020, 09:02 AM   #6
Wicked Smoke BBQ
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Quote:
Originally Posted by BigDaveBBQ View Post
I was wondering if anyone uses specific software to quote their caterings with. I have been sent some pretty slick estimates. Their email is almost autogenerated it looks like. It sends a PDF. Estimate over with the detailed breakdown and then on the actual email itself it has all their contractual details and then another breakdown of the estimate with a place to sign and return for agreement to send deposit for holding the date.

Any suggestions is appreciated.



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I do all my quotes and invoices through QB. Then I can bill directly and they can pay directly and everything is nice and neat in the software for accounting purposes.
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Old 02-20-2020, 04:07 PM   #7
ynotfehc
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Square works well. I haven't had any issues with it. They a lot of extras that you can pay for and some nice features, but Clover has them too. Have to look at the monthly cost for Clover and their credit card rates, then compare to Squares 2.6% plus $.10 per card transaction. Theres no monthly for Square. Square will continue to function normally even without cell or wifi service, not all POSs will. I think I read that if you do more than $15,000 per month in credit card transactions, then Square has the lowest cost. With their new credit card fees, I'm sure that number is closer to $10-12,000 now
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