Translator's Back-office: Create Invoices & Dashboard all in 1 file

In one hour, I will show you how to create an invoice model and dashboard in an All-In-One file that will keep you organized and give you a quick overview of how you’re doing each year. We will look at how to use basic Excel functions and give you some ideas on how to adapt the system to your own needs.

In this webinar, we’ll be looking at a recurring task that can take up time you’d rather be spending translating, preparing invoices and checking up on those that have been paid or not. My main goal is to show you one possible invoicing system that you can either adopt entirely or that you can use to inspire you to something better adapted to your activity.

Freelancers starting in the translation industry
People spending too much time sending out invoices
Experienced freelancers who are looking for a new invoicing system adapted to their needs
Debutants in Excel
Anyone who's lost track of an invoice waiting to be paid
Anyone looking to learn cool tricks in Excel

In this webinar you will learn:
The importance of streamlining your back-office
Invoicing system fundamentals
How to create or adapt predesigned Excel invoice templates
Automatic calculation functions in Excel
The importance of a dashboard
How to automate your dashboard to your invoices

Microsoft Excel
Basic knowledge of Excel is a plus

Back-office overview
Importance of optimizing non-billable hours
Excel vs Word
Invoicing System
Invoice Templates
Dashboards - basic and complex
Other Invoice system options

To purchase your seat at this session please click on the "buy" button. Available slots are limited and will be assigned to registered and paid participants as soon as payment is reported. Early payment is advised in order to secure participation. Allow some time for payment processing if you are paying by wire transfer.

After your payment is received, your status will be changed to “registered and paid” and your spot for the session will be secured. An invoice and receipt of payment will be sent to you for your records.

How do I access the online platform?

72 hours before the webinar takes place, you will receive an invitation to join the session. Please, click the registration link or button provided in the invitation email and complete the registration form.

For PC-based Users:

• Required: Windows® 7, Vista, XP or 2003 Server
• Required: Internet Explorer® 7.0 or newer, Mozilla® Firefox® 3.0 or newer or Google™ Chrome™ 5.0 or newer (JavaScript™ and Java™ enabled)
• Internet Connection Required: Cable modem, DSL, or better Internet connection
• Recommended: Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac®-based Users:

• Required: Mac OS® X 10.5 – Leopard® or newer
• Required: Safari™ 3.0 or newer, Firefox® 3.0 or newer or Google™ Chrome™ 5.0 or newer (JavaScript™ and Java™ enabled)
• Internet Connection Required: Cable modem, DSL, or better Internet connection
• Required: Intel processor (1GB of RAM or better recommended)

To Use VoIP (microphone and speakers or headset):

• Required: Fast Internet connection (384 kbps or more recommended)
• Required: speakers or headset (USB headset recommended)
• NOT required: Microphone - attendees can communicate with the trainer through incorporated chat.

Recommendations

• For the visual section of the training course, we recommend that you have a 64kbps link. This means using an ISDN line or Broadband. Wireless connection is NOT recommended.
• For the audio section of the training course, we recommend that you have a headset or speakers.
• We recommend that you log in 30 minutes in advance of the start time to prepare for the training course.

Courses will be open half an hour before the start time. Please login before the start time to ensure that everything on your system is working correctly.

Natalia Eklund    View feedback | View all courses

Bio: N.M. Eklund is a technical translator and copywriter specialized in corporate and cultural communications. With over 10 years of experience, first as a free-lancer and then as founder of Echo River communications, she has earned a name working with international banking institutions, global audit firms, and French cultural institutions. Over the years she has sought to educate the business world about the translation profession, fighting to correct common misconceptions and improve the industry's understanding of linguistic services. Her other objective is to coach translators, helping them understand the business side of their profession, and in the end helping them do better business. N.M. Eklund est une traductrice technique et rédactrice spécialisée en communication interculturelle et le monde d’affaires. Avec plus de 10 années d'expérience, d'abord comme une indépendante, puis comme fondateur de Echo River Communications, elle est connu pour son travail dans le milieu bancaire, des grands cabinets d'audit et des institutions culturelles françaises. Elle travaille aussi à sensibiliser le monde des affaires sur le métier de traducteur, en vue d’adresser les idées reçues pour mieux apprécier le rôle des services linguistiques. Son autre objectif est de coacher les traducteurs sur les aspects professionnels de la traduction afin de développer le flair des affaires.