looking for more efficient way to do invoices to send by email

GrassButler

New member
Quickbooks online. Do it from my Mac , your PC, iPhone, iPad , smart phone. Sign up for their merchant services and the customer can pay. Online you with your swipe and it automatically integrates and posts to their account. Takes that extra step out!! Of course I send all kinds of invoices out for both lawn maintenance and washing.
 

sweetwater

New member
We started using QB this years and it has SOOOOO made life easier as far as invoicing is concerned. I still do carbonless forms for estimates, though.
 

Chris Dubbs

New member
Just got a email from square reader that lets you invoice a customer with a CC payment option. They click it and can pay.


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ksroofs

New member
wave accounting... check it out.. has a mobile app and is totally FREEE.. Accepts credit cards also
 

Ron Musgraves

Exterior Restoration Specialist
Staff member
You guys want a marketing person in Orlando along with a systems design for setting up an systematizing


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Luis Orts

New member
Quickbooks makes it easy!

If you're not sure how to use it, youtube a few videos and learn! It's super easy
 

FTM-PTB

New member
I have a word doc invoice template i made and it looks CLEAN and PROFESSIONAL.. i just fill in the areas, save it as a PDF, and email/print it.

if you are interested, shoot me a PM. the least i can do for everything you all have done for me.
 

Rapid HotClean

New member
I have a word doc invoice template i made and it looks CLEAN and PROFESSIONAL.. i just fill in the areas, save it as a PDF, and email/print it.

if you are interested, shoot me a PM. the least i can do for everything you all have done for me.

I do the same, except that my template is Excell. It does the math.
 

WASH-IT H.B.

New member
I was thinking of just having the form on my computers so that I can just fill in the blanks, save it and attach it to an email, I was hoping to not have to pay a monthly fee as I don't have to do this often and that is hard to justify a monthly fee.

I am sure there is a way to do this without having to pay a monthly fee.
That’s exactly what I do (very small scale) I created on Microsoft Word 2010 an Invoice template. When you create it click on the SAVE AS box and when the dropdown appears click WORDS TEMPLATE and save as INVOICE MASTER. I just call it up to use it. Change the date, customers details, nature of the invoice, Invoice number.
Once done I go to save as invoice # xxxxxx
Close the template after clicking on don’t save changes.
Go to Invoice folder and upload to e-mail. All done.
May be ham fisted to the puter wizards on the site but it works for me.
I have an electronic copy and for account purposes I print off a hard copy (NZ IRD requirements) to file.
 

GrassButler

New member
Excel is great...... I was a spreadsheet master in the 90s and 2000s Again ,if you use quickbooks for all of your accounting, you will have to input the sale and payment again. its extra steps.. All i can say.......is I switched to quickbooks online Q1 this year from my Pc and Mac versions.. It is a night and day difference. my books are real time...... again...... I have a lot of different receivables dealing with annual lawn maintenance contracts recurring monthly billing. one time jobs etc. most of residential pressure washing is paid at completion, and commercial varies based on the business. However I can send estimates from quickbooks and have all of the diff types of work saved as job types so the generic rhetoric is already there..
 

Ron Musgraves

Exterior Restoration Specialist
Staff member
Excel is great...... I was a spreadsheet master in the 90s and 2000s Again ,if you use quickbooks for all of your accounting, you will have to input the sale and payment again. its extra steps.. All i can say.......is I switched to quickbooks online Q1 this year from my Pc and Mac versions.. It is a night and day difference. my books are real time...... again...... I have a lot of different receivables dealing with annual lawn maintenance contracts recurring monthly billing. one time jobs etc. most of residential pressure washing is paid at completion, and commercial varies based on the business. However I can send estimates from quickbooks and have all of the diff types of work saved as job types so the generic rhetoric is already there..

It's a great program!!

Remember dbase & lotus


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