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 live …
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 account. …
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 …
Subscription businesses has the best cash flows. Nothing is more good for cash-flows of a businesses than your customer allowing you to keep their card on file. It takes a customer sometime to be comfortable with your business to allow you to automatically charge them this way. By giving them an option to set it …
The below steps shows how you can set up a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes Steps to setup Customer portal with QuickBooks for FREE Step 1: Signup on PayorCRM For creating the QuickBooks Online customer portal – Go to the login page and click on the sign up with QuickBooks Online …
Searching on Google about steps to setup Automated Invoice reminders on QuickBooks Desktop / QuickBooks online actually sends you to tons of article on QuickBooks help and community sites which shows how to manually send reminders ( we know the pain ? ) Hence the below blog post In the age of social networking, Email …
We wrote a blog post on QuickBooks(Desktop/Online) ach payment issues see here – And realized that out of the issues mentioned , There is something that we haven’t solved yet – Recurring ACH payments Why use Recurring ACH payments instead of recurring credit card payments ? ACH payment are the cheapest and easiest payment mechanism …
Are you using QuickBooks payments for accepting Credit Card Payments? You are then one of the many users of QuickBooks overpaying for accepting credit card payments How do we know ? We did the math and you can try finding how much your business will save too using the below calculator Enter the total amount …
PayorCRM has been listed on QuickBooks apps store . Check out the app on the appstore using the link below https://appcenter.intuit.com/payorcrm?locale=en-US What this means for you ? To be on the app store the payorCRM has to go through the rigorous requirements of the QuickBooks store and meet certain standards including very stringent security …
We made a nifty little calculator that would help business check the DSO value for their business To use the calculator enter the following details Total yearly gross sales : This is the total sales in the last one year for your business Total no of working days : This field should contain the total …