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Old 07-02-2011, 09:48 PM
Roger Roger is offline
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Join Date: Dec 1999
Location: McMurray, PA
Posts: 5,892
dfor, what are using for financial management software? How do you get your data from My Invoices to your financial management software? Are you entering it twice? How to guard against mistakes and inconsistency? I believe most management software includes Invoices as part of the package. Why not use that feature, rather than a separate program, when data transfer is subject to error?
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Old 07-03-2011, 01:02 AM
gasracer gasracer is offline
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Join Date: Sep 2010
Location: Nashville,Tn.
Posts: 1,049
Quicken and Quick Books will let you email straight from the software.
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Old 07-03-2011, 01:29 AM
GreenGuysLC GreenGuysLC is offline
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Join Date: Apr 2010
Location: Killen Al
Posts: 320
I email to certian clients. Some live out of town and some businesses with coorporate offices want email as well. Works good. I Made my own invoice in Excel. It is an exact copy of my paper invoices. Customers can print it off and It gives them the same thing as if I had mailed it.
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Old 07-03-2011, 02:14 AM
jsf343 jsf343 is offline
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Join Date: Apr 2005
Location: Portland,Oregon
Posts: 1,767
We use quickbooks, it has everything in the program to do it. I would say we e-mail 80% of them. Quickbooks is a very good program and helps in a big way in this regard and come tax time, you are hopefully tracking everything in some kind of program for tax time. I guess audits of landscapers are up 22% according to my CPA. I am not surprised since the only jobs that seem to be created here lately are IRS-38,000 new agents! simply unbelievable.

anyway back to topic... this saves a lot of money on stamps and envelopes too.
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Old 07-06-2011, 12:45 AM
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jbpo jbpo is offline
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Join Date: Nov 2005
Location: jacksonville, FL
Posts: 46
I also use quickbooks and I prefer to email invoices. I let the clients choose if they want an electronic invoice or a paper invoice. Emailing saves me time and a little money from stamps. It's all about efficiency. Time is money!
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Old 07-06-2011, 11:07 AM
seabee24 seabee24 is offline
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Join Date: Mar 2009
Posts: 619
100% get emailed in some form or another

80% we send thought the software dirrectly to the customer

10% dont use email, and so we then email them to a print shop where they print, stamp, fold,stuff and mail for a very low cost....totally worth it

10% that do use email but request papper copies.....they get both. They way i see it, email is if they have an email they are getting it Via email. If thye request a hard paper copy we do that in addition,

also we use the SAP client portal....they can log in and view there invoice and make the payment....super easy to use and it seems like every month more persons are doing it. I like it alot
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Old 07-06-2011, 08:39 PM
cuttin-to-the-Max cuttin-to-the-Max is offline
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Join Date: Mar 2010
Location: Commerce,MI
Posts: 1,329
I've been trying ZOHO invoices out and love it already....
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Old 07-08-2011, 10:10 AM
BaxtersEssentialLawnCare BaxtersEssentialLawnCare is offline
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Join Date: Oct 2010
Location: Aiken Sc
Posts: 299
I love it I use paypal for it now, Im small and part time but out of 7 accounts 2 are on it I always get paid at least a week before the due date. I bill on the 1st due on the 15th. Paypal charges a lot tho but the fee is still worth it.
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Old 07-13-2011, 09:52 PM
boxerplowing boxerplowing is offline
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Join Date: Feb 2011
Location: halifax ns
Posts: 4
i actually got a blackberry playbook and i have my Microsoft Excel template for quotes/invoices/receipts on it and when i complete a job i open it up and email it to them... the best thing about it is at the end of the month i print them all off for the accountant.. but even better is that i have an email list for promotions and a way to remind them i plow in the winter (and vice versa).
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Old 07-13-2011, 10:23 PM
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Join Date: Jun 2006
Posts: 5,223
I Email about 90% of my customers, the rest are old people, or people who just never use a computer, I will say it saves me a few hours a month by not having to sit down and hand write all the envelopes out.
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