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Old 02-08-2011, 12:02 PM
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POWER STROKE POWER STROKE is offline
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Keeping Track...

I was just wondering how do you guys keep track of your clients to see who has or hasn't paid their invoices mostly for the Solo guys and small company's.
Do you use a word document or spreadsheet, Excel Etc...

Thanks for any help or input.
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Old 02-08-2011, 01:56 PM
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JayD JayD is offline
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Quote:
Originally Posted by POWER STROKE View Post
I was just wondering how do you guys keep track of your clients to see who has or hasn't paid their invoices mostly for the Solo guys and small company's.
Do you use a word document or spreadsheet, Excel Etc...

Thanks for any help or input.
I use Quickbooks, it does it all for you. You just go in and record who got serviced that day and the amount charged. It keeps adding what they owe you and at the end of the month you just e-mail statements out. When the check comes in, you go in and log it as paid and your all done. Really easy.

Do you have quickbooks?

If not, and your just mailing out your statements, just make two file folders, one labeled accounts billed and one accounts paid. Send them one copy and you keep another and put it into the file folder labeled accounts billed, then when they send payment it, take it out of the billed folder, mark it paid w/check # and date then put it into folder labeled paid.

I hope this helps.
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Old 02-08-2011, 02:22 PM
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Exact Rototilling Exact Rototilling is online now
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Quote:
Originally Posted by JayD View Post
I use Quickbooks, it does it all for you. You just go in and record who got serviced that day and the amount charged. It keeps adding what they owe you and at the end of the month you just e-mail statements out. When the check comes in, you go in and log it as paid and your all done. Really easy.

Do you have quickbooks?

If not, and your just mailing out your statements, just make two file folders, one labeled accounts billed and one accounts paid. Send them one copy and you keep another and put it into the file folder labeled accounts billed, then when they send payment it, take it out of the billed folder, mark it paid w/check # and date then put it into folder labeled paid.

I hope this helps.
Ok... which version of Quickbooks does this?
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Old 02-08-2011, 02:33 PM
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robertsturf robertsturf is offline
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Quickbooks Pro. Worth the extra money. Used it since 2003!!
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  #5  
Old 02-08-2011, 02:33 PM
Alluring Lawns Alluring Lawns is offline
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Location: Boise,Id
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I've used the Gopher software for 5 years, and it works really well, I would recommend it.
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  #6  
Old 02-08-2011, 02:46 PM
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JayD JayD is offline
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Quote:
Originally Posted by Exact Rototilling View Post
Ok... which version of Quickbooks does this?
I'm pretty sure it is the pro, not to say that the one under the pro wont do it, its been so long, I don't remember. I would have to go look at their web site to be sure.

But yes, this is very worth the money IMO... No more stamps! Invoices gets there a lot faster then reg mail.
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Old 02-08-2011, 09:08 PM
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POWER STROKE POWER STROKE is offline
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Thanks everyone for your help and input.
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  #8  
Old 02-09-2011, 12:40 AM
NEWGUYRI NEWGUYRI is offline
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Location: Barrington, Rhode Island
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I use a program called Express Invoice. It was relatively cheap and works so well. I can do all my invoices for my clients within 20 minutes, and it tracks payments as well. There is a free demo for the program, at the Express Invoice Website(search: "ExpressInvoice" in Google).
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Old 02-09-2011, 12:57 AM
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MOturkey MOturkey is offline
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Location: Bolivar, MO
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I've used Quickbooks "Simple Start" for the last few years. Handles up to 200 customers, I believe. Not all the features of Pro, but will track money in, money out, invoices, etc., and quite inexpensive. Also, you can upgrade to the Pro at any time, and it will import all your information into the new program.
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