Email Invoicing????

Discussion in 'Business Operations' started by cuttin-to-the-Max, Jun 29, 2011.

  1. Roger

    Roger LawnSite Fanatic
    Posts: 5,916

    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?
     
  2. gasracer

    gasracer LawnSite Bronze Member
    Posts: 1,049

    Quicken and Quick Books will let you email straight from the software.
     
  3. GreenGuysLC

    GreenGuysLC LawnSite Senior Member
    Posts: 325

    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.
     
  4. jsf343

    jsf343 LawnSite Bronze Member
    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.
     
  5. jbpo

    jbpo LawnSite Member
    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!
     
  6. seabee24

    seabee24 LawnSite Senior Member
    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 free...so 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
     
  7. cuttin-to-the-Max

    cuttin-to-the-Max LawnSite Bronze Member
    Posts: 1,329

    I've been trying ZOHO invoices out and love it already....
     
  8. BaxtersEssentialLawnCare

    BaxtersEssentialLawnCare LawnSite Senior Member
    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.
     
  9. boxerplowing

    boxerplowing LawnSite Member
    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).
     
  10. THEGOLDPRO

    THEGOLDPRO LawnSite Fanatic
    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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