Register free!
Search
 
     

The Green Industry's Resource Center


Click for Weather
Reply
 
Thread Tools Display Modes
  #1  
Old 01-25-2002, 01:21 PM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
Quickbooks - Do you see any problems with my new billing?

Before this year I was using invoices. I would do the work and create an invoice for the work performed.

Now this year with my new "agreements" and 10 month billing system.. I was thinking of using statements and making them a memorized transaction, because they are paying the same amount each month.

Or should I continue to use invoices and maybe making them a memorized transaction?

Does or will it matter?

Thanks
__________________
Tom

establishing roots in the community... www.mdlawns.com
Reply With Quote
  #2  
Old 01-25-2002, 04:59 PM
Kent Lawns Kent Lawns is offline
LawnSite Senior Member
 
Join Date: Jan 2000
Location: Midwest
Posts: 870
It will matter to your commerical (ie. non-single-family residential) accounts. Those generally require an invoice with a unique number to be attatched to their AP program.

When dealing with homeowners, statement billing is the way to go.
Reply With Quote
  #3  
Old 01-25-2002, 05:15 PM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
Kent Lawns,

That (inv. #) was the first thing to come to mind. I only have residentials.. and some of them would put the inv. # on the check.

Thanks
__________________
Tom

establishing roots in the community... www.mdlawns.com
Reply With Quote
  #4  
Old 01-25-2002, 05:31 PM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
One more thing...

How do you track or breakdown services (items)?

When using invoices I could track all the sales by item... when I did what on which date, how many cuts for the past 2 years, etc.

Now it's just single charge each month for all services labled "Lawn & Landscape Monthly Charges".

Maybe I can make up invoices as I service and not enter any charges??
__________________
Tom

establishing roots in the community... www.mdlawns.com

Last edited by Lawn-Scapes; 01-25-2002 at 05:35 PM.
Reply With Quote
  #5  
Old 01-25-2002, 07:24 PM
Kent Lawns Kent Lawns is offline
LawnSite Senior Member
 
Join Date: Jan 2000
Location: Midwest
Posts: 870
1st of all, we use statement billing, but not memorized.

You can track each item the same as invoices. You enter each service item right on the statement as though you were entering on an invoice. (Can't do sales tax on a statement.)

As far as writing the invoice #'s on the check, you don't need that, do you?

Just send a statment out each month (or more often, if needed) from the date the account had a $0 balance through the date of statement printing.
Reply With Quote
  #6  
Old 01-25-2002, 08:45 PM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
Yeah.. I knew I could enter them on the statements. It's just a little awkward because of the billing being spead out over 10 months... may be confusing to the customer. I didn't really want to give them a means to keep track of cuts either Not that I want to cheat them.

Thanks again
__________________
Tom

establishing roots in the community... www.mdlawns.com
Reply With Quote
  #7  
Old 01-25-2002, 09:36 PM
HBFOXJr HBFOXJr is offline
LawnSite Bronze Member
 
Join Date: Jul 2001
Location: Southern New Jersey
Posts: 1,700
If they buy an inclusive contract for an annual fee, paid in installments, then all you owe them is a monthly invoice for April lawn care $100, May lawn care $100, etc.

Good work records are a must for job costing as well as answering any customer questions as to what, how many, when etc.
__________________
Harold
Reply With Quote
  #8  
Old 01-25-2002, 10:20 PM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
Yeah.. That's why I asking.. What's the best way to do that? Any suggestions/recommendations?
__________________
Tom

establishing roots in the community... www.mdlawns.com
Reply With Quote
  #9  
Old 01-26-2002, 12:19 AM
tpirobert tpirobert is offline
LawnSite Member
 
Join Date: Jun 2000
Location: Asheville, NC
Posts: 207
I have annual as well as monthly pay as you go customers. I bill at the end of every month . Here's what I do:

1. Create memorized invoice for customer, with frequency of every month AND mark invoice as pending sale.

2. Add to the invoice as needed during that month. I create a memorized report to pull up these invoices easily.

3. At end of month I mark invoice final and make sure "to print" box is checked.

4. Go to File, Print, invoices and print.

5. If anyone is behind in payments I also print a statement for them.

I hope this helps. It is easier to do than explain.
__________________
Robert Travers
TPI Landscape Service

Reply With Quote
  #10  
Old 01-26-2002, 12:36 AM
Lawn-Scapes's Avatar
Lawn-Scapes Lawn-Scapes is offline
LawnSite Silver Member
 
Join Date: May 2001
Location: Maryland
Posts: 2,813
Robert,

Thanks for you help.. I've been using QBs for 3 years and I am pretty familiar with creating invoices, statements and what-not.

What I'm not sure about is.. now that I'm pre-billing clients (almost two months in advance) .. what's the best way to track services?
__________________
Tom

establishing roots in the community... www.mdlawns.com
Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump





Powered by vBulletin® Version 3.8.6
Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.
Copyright ©1998 - 2012, LawnSite.comô - Moose River Media
All times are GMT -4. The time now is 12:17 AM.

Page generated in 0.10447 seconds with 7 queries