Quickbooks - Statements - E.Mail

[DFW Area Landscaper]

I'm spending way too much time each month doing my billing.

Quickbooks has a way to send statements via e-mail. Suppose I have 100 customers to bill in a month. Also, suppose only 40 of the 100 customers have an e-mail address.

Is there a way to have Quickbooks automatically send the e-mail statements to the 40 customers who have provided an e-mail address and automatically print the other 60 statements?

What I don't want to have happen is to have Quickbooks print all 100 statements and then I have to figure out which customers have already been e-mailed and which ones haven't?

Anyone have experience with this?

Thanks,
DFW Area Landscaper

[tiedeman]

there is a box at the bottom of the screen where you can mark for printing or email. They you just print the batch or send the batch via email

[SodKing]

The new versions of Quickbooks premier are like Tideman stated. perhaps you are using an older version?

[Frontier-Lawn]

i let my wife earn her spending money for the week by doing the billing/payments received :p

[Mueller Landscape Inc]

Do any of you guys have a problem with Outlook asking you if you want to send these email statements and find that you must click "yes" for each statement?

[tiedeman]

never have had the problem. With the quickbooks mine don't run through outlook, they run right through quickbooks.

[mtdman]

Hey DFW, check your PM's. I sent you one a while back, never heard from you on it.

I have an older version of QB, can't do that with mine. But I've cut my billing in half with the season prepays and the equal monthly payment plans I do. I used to spend a lot more time billing than I do now.

:D

[JustMowIt]

Do any of you guys have a problem with Outlook asking you if you want to send these email statements and find that you must click "yes" for each statement?

NO, we have not had that problem with the 2003 pro used last year, nor the Enterprise version used this season.
MJ

[Fantasy Lawns]

This is not quite to the question but concerns volume invoicing couple years ago I bought a letter folder on eBay .... like $80 ... I can fold 100 invoices in just like 2 minutes

[JustMowIt]

I'm spending way too much time each month doing my billing.

Quickbooks has a way to send statements via e-mail. Suppose I have 100 customers to bill in a month. Also, suppose only 40 of the 100 customers have an e-mail address.

Is there a way to have Quickbooks automatically send the e-mail statements to the 40 customers who have provided an e-mail address and automatically print the other 60 statements?

What I don't want to have happen is to have Quickbooks print all 100 statements and then I have to figure out which customers have already been e-mailed and which ones haven't?

Anyone have experience with this?

Thanks,
DFW Area Landscaper

We use enterprise version, but I think the features are the same. When you are setting up a new customer, there is a tab "additional Info" & there is a window named "Type". Set up a 2 customers types in the scroll down window, 1 for email customers & another for regular printing types. Then, you can create statements to email, by selecting the email "customer type" when preparing statements.

MJ

[DFW Area Landscaper]

++++We use enterprise version, but I think the features are the same. When you are setting up a new customer, there is a tab "additional Info" & there is a window named "Type". Set up a 2 customers types in the scroll down window, 1 for email customers & another for regular printing types. Then, you can create statements to email, by selecting the email "customer type" when preparing statements.++++

Yeah. I found that the other day just playing around with it. I now have two customer types...snail mail and e-mail.

I offered all of my existing customers a $10 credit on their March statement if they would accept e-mail billing over us postal service. So far, two have accepted.

All new customers will be required to accept e-mail billing or pay an additional fee of $1.00 per month for us postal service.

Later,
DFW Area Landscaper

[coastallandscapesolutions]

In the last 60 days we have converted 53% of our customers to online invoicing/statements. We use Quickbooks Merchant Services so they can pay their bills online. Everyone of those 53% pay their bill via credit card within 2 days of receiving their statement. For what little it cost to take the credt cards we make up in savings with postage and the time (hours) it took to print, stuff and mail invoices. Our goal is to have 80% by Jan. 2005 with online invoicing.

[tiedeman]

only about 2-5% of my customers use the email statements from Quickbooks.

I have pushed for it more and more, but still nobody is jumping on it

[mtdman]

I've been trying for years to get people to do email statements. Nobody seems to want to jump at it, even if it would save time and $$.

[coastallandscapesolutions]

Gee... we asked and people were happy to give us their email address.

[MacLawnCo]

if you Really want to make the E bill/pmts work then you can not give them an option to do it as they historicly have. Tell them, this is how we are going to do it. yes you will loose a few. what is this convenience worth to you?

[tiedeman]

I have thought about that, but I would lose then about 1/3 of my customers, maybe even more.

The University that I used to go to did that about five years, where they made it manditory. Let's just say that a lot and I mean A LOT of students and parents were greatly upset. The school had to change a lot of things, mostly where the email statements were optional and different payment methods were setup.