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How to send invoice reminder email in QuickBooks Desktop

How to send invoice reminder email in QuickBooks Desktop

To send invoice reminder email in QuickBooks Desktop follow the below steps 1. In QuickBooks Desktop go to Customers – Customer Center 2. Select the customer under “Customers& Jobs” section. Double click on the invoice you would like to email 3. Under the invoice view – Click on the email button to send that particular …

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How to get QuickBooks aging report by customer

How to get QuickBooks aging report by customer

QuickBooks aging report by customer The below steps will show you how to get an aging report by customer from QuickBooks 1. Select Reports menu in the left pane in QuickBooks Online 2.Under the standard tab go down to the section “Who owes you ”   3.Click on “Accounts Receivable Aging Summary”   QuickBooks collections …

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What is a “Payment collections software” ?

What is a “Payment collections software” ?

What is a “Payment collections software” ? Payment collections software is a software that allows businesses create a process to manage debt collections and ensure that their DSO ( Daily sales outstanding ) is low thus ensuring that the business is always cash flow positive. Most payment collection software support an Automated payment follow up …

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Finance software stack analysis : Intuit

Finance software stack analysis : Intuit

This week we look at the Finance software stack of Intuit Inc -the makers of accounting softwares such as QuickBooks , Turbo-tax , Mint etc. After having looked at various public sources we are almost 90% sure that Intuit doesn’t use QuickBooks as their accounting software . QuickBooks ,though a great software , doesn’t work …

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Analysis of WeWork’s Finance Technology stack

Analysis of WeWork’s Finance Technology stack

WeWork has been in the news for the wrong reasons recently. This blog post is not an analysis of why things went wrong the way it did in WeWork . A complete analysis of why WeWork had eaten up a lot of investor wealth can be found here – https://www.fastcompany.com/90410492/the-fall-of-weworks-adam-neumann We look at the cloud …

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The Easiest and Most Affordable Small Business Technologies

The Easiest and Most Affordable Small Business Technologies

  Guest Blog by Gloria Martinez of womenled.org   Technology can make (or break) any business. And when it comes to improving your bottom line, having the right tech in place can pay off. You might spend some money on the initial investment. However, it will be well worth it thanks to the improved efficiency and …

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Automated Statements vs Automated invoice reminders : Which one is more effective?

Automated Statements vs Automated invoice reminders : Which one is more effective?

Automated Statements vs Automated invoice reminders : Which one is more effective   We had a customer who recently asked the exact same question out of Automated Statements vs Automated invoice reminders which one is more effective. We thought why don’t we use our expertise , helping 1000’s of businesses automate their receivables and the …

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4 Steps to setup Statement Automation with QuickBooks Online/Desktop

4 Steps to setup Statement Automation with QuickBooks Online/Desktop

Steps to setup Statement Automation with QuickBooks Online/Desktop You can find detailed steps here with video  – link Step 1 : Signup to PayorCRM   For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button For QuickBooks Desktop – Go to the login page and register an …

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Accepting payments through Saved card / Bank account from within email (One click payment buttons)

Accepting payments through Saved card / Bank account from within email (One click payment buttons)

Accepting payments through Saved card / Bank account from within email The below PPT provides an overview of how ” One Click Payment Buttons ” improves cashflows and provides a better customer experience. 40% of the time payments are delayed not because the customer didn’t intend to pay but because the steps needed to be …

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