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View Full Version : Basic Acct Maintenance?


WiredMom
04-03-2002, 10:39 PM
*delurks*
I've seen and checked out and installed a varied amount of scripts that people have recommended at these forums for maintaining accounts and account creation and billing etc.,etc.,

However, most of the scripts have been ...too much?
I dont need billing - i use 2checkout - i dont want automatic account creation - i prefer to take care of that myself - all I need is something to keep track of my customers.
Their Name and address, URL, account username and password, package they are using - price they are paying - whether they are monthly or yearly - and..thats it.

Might be nice if I could run a report off of it that gives me my estimated income per month as well..but thats a plus =)

Any suggestions? Are there any scripts out there that basic?
^^
Thanks muchly
*relurks*

okihost
04-03-2002, 11:44 PM
Originally posted by Shi
*delurks*
I've seen and checked out and installed a varied amount of scripts that people have recommended at these forums for maintaining accounts and account creation and billing etc.,etc.,

However, most of the scripts have been ...too much?
I dont need billing - i use 2checkout - i dont want automatic account creation - i prefer to take care of that myself - all I need is something to keep track of my customers.
Their Name and address, URL, account username and password, package they are using - price they are paying - whether they are monthly or yearly - and..thats it.

Might be nice if I could run a report off of it that gives me my estimated income per month as well..but thats a plus =)

Any suggestions? Are there any scripts out there that basic?
^^
Thanks muchly
*relurks*

There is actually a thread on this somewhere.. Do a search.. I bought Quickbooks and it was just mindblowing and had way more stuff than I would ever need to I'll stick with my Excel spreadsheet :) .. Dont laugh it actually works pretty good if setup correctly.

Akash
04-04-2002, 12:00 AM
Originally posted by OKIHost


There is actually a thread on this somewhere.. Do a search.. I bought Quickbooks and it was just mindblowing and had way more stuff than I would ever need to I'll stick with my Excel spreadsheet :) .. Dont laugh it actually works pretty good if setup correctly.

I'm just curious, can you or anyone else using Excel send me a template of what your spread sheet looks like?? I'm curious as to how you've got it set up

TimPD
04-04-2002, 12:21 AM
HostGUi (When Released) Or WebHostingbilling.com would be your good choice :).

Choppy
04-04-2002, 01:04 AM
We have three forms of records:

Access Database

Pastel Accounting Software

And Paper work.

Keeps us on track and can trace money three ways...

Good luck finding a solution!

WiredMom
04-04-2002, 02:18 AM
bah.
i did do a search - i know the thread you speak of ^_^ Unfortunately like you said there was way more stuff then i needed.
Hostgui? Webhostingbilling? Those are too much as well.

heh. Looks like I'll be sticking with the pen and paper ;)

Thanks peoples.

anantatman
04-04-2002, 05:15 AM
access has a wizard to create a contact database, you can customize it whatever you want.. and once you wanna web enable it, its just a database..

AH-Tina
04-04-2002, 12:27 PM
Just remember to plan ahead. Seriously...take my advice here! I found out the hard way. When I first started out with a few 100 customers, I thought that using Access or Excel was the way to go...it was simple and worked just perfectly. 3000 customers later, it was a HUGE pain in the ass to switch over to a new system...and, at that point, Access/Excel wasn't managable.

Anyway, my point is to make sure that whatever you choose is scalable and/or easily converted to another system.

Almost 2 years later and we're still cleaning up some customer records that didn't fully migrate correctly to the new sysem (custom PHP/mySQL system that is integrated into our order form, customer control panel).

--Tina

exbabylon
04-04-2002, 02:55 PM
Hey guys. I'm new to the hosting business, but I have worked with more than one 1000K a year companies selling everything from bullets to hardwoodflooring to airplanes. If you don't have enough experience with a scripting and database language AND a full understanding what you're going to actually need in business, don't try to go custom.

The ability to draw up instant reports from an accounting program when a business descision needs to be made impromptu can be invaluable. Status on customer payments, overdue, bank accounts, etc. For this, might I suggest a wonderful program called Atrex for the larger companies with a large customer base, lots of reccuring billing to handle and difering priced "specials".

However, QuickBooks is my accounting software of choice. Customizeable reports, very applicable to a service oriented business (as well as product), easy customer tracking and a huge focus on accounting in general, not just an invoicing machine.

QuickBooks is also much cheaper that Atrex, and I doubt that very many companies would require anything more than what QuickBooks has to offer. Atrex also has an outstanding inventory control system... so if you do any POS, it's the best choice. Both programs have integration into payment gateways.

But do, go with a real program. I don't have real setup/config experience with PeachTree, but that's also a very flexible program to use which performs similiar to QuickBooks or Atrex, depending on what version you pick up.