Check this out I found a guy to make custom forms for Quickbooks. Now I know you can change somethings in your own file but what a pain in the ass. All I did was up load a file and it works perfect. I have been trying for years to get a dam nice looking for out of quickbooks. First impressions mean the world. He will add your logo and change your wording too. I spent like 3 hours last year trying to make mine look ok and never got it like this. He only charged me like $125.00. you cant do all the changes in quickbooks you need a drawing program. I went and did one clean up and paid the guy no brainer.
here is the stupid form I have been using for years and the new one
As I'm reading your post I'm thinking...what an idiot...you know you can easily edit your template yourself...you paid someone...ahahahha. And then I scrolled down and saw your new form and I have to say that it really does look soooo much better. Very nice!
P.S. - The only thing for me is that I use double window envelopes for mailing everything so I'd need to maintain that format...I'm sure it could be done though.
How do they line up when your "return address" section has just the customer information again and your address is all the way over to the right under your logo?
They do. I know that there are different size double window envelopes. Not sure of the number I would have to ask my office manager. But we send it in a double with a return envelope for the customer Posted via Mobile Device
Yes you can even do all the editing in word. You don't even need Corel. But it's your time on lining up all the data fields. So when you hit print they all line up right and fit in your double window envelopes. If it was $500.00 I would have done it. When I sell to commercial accounts I smoke other bids all the time. I put the cost right to the customer Posted via Mobile Device
Yes you can even do all the editing in word. You don't even need Corel. But it's your time on lining up all the data fields. So when you hit print they all line up right and fit in your double window envelopes. If it was $500.00 I would have done it. When I sell to commercial accounts I smoke other bids all the time. I put the cost right to the customer Posted via Mobile Device
Was just throwing that out there for anyone who wondered how it was done.
In our case, I've got the skill set to get it done, so it's just another small project for me. That and there isn't much to do in the winter time, so I've got the time to do it.
But your right, and it goes with anything, if your time is better spent paying someone to do it so you can be more productive in other things, then by all means pay someone to do it. As business grows, I've slowly started paying people to do services I normally would have done myself, but not only can our biz now afford it, but my time is better spent doing other things.
As I'm reading your post I'm thinking...what an idiot...you know you can easily edit your template yourself...you paid someone...ahahahha. And then I scrolled down and saw your new form and I have to say that it really does look soooo much better. Very nice!
P.S. - The only thing for me is that I use double window envelopes for mailing everything so I'd need to maintain that format...I'm sure it could be done though.
I quit trying to figure out what people are thinking anymore, and I definitly don't judge people without being able to meet them in person and gaining some sort of repor with them, and even then I don't judge, people are people and I leave it at that, makes life much simpler.
Not to get too off topic here, but my posts in the professional portions of this site clearly reflect my opinions on things, but those in the political formum might be made just for the purposes of presenting an alternate view for the sake of arguement....ya know. Personally I wonder what the political board is even doing on this site sometimes and why some of the language and behavior exhibited there is tollerated.
But this discussion doesn't belong here. If you've got a problem with me JSS, feel free to shoot me a PM where we can discuss it without subjecting others to it....no need to stalk and badger me on the professional portions of the site.
They do. I know that there are different size double window envelopes. Not sure of the number I would have to ask my office manager. But we send it in a double with a return envelope for the customer Posted via Mobile Device
Have YOU personally looked at the invoice once it is in the envelope?
Your customer address and your logo/address are on the same line as each other, your old form, the customer address is in the bottom and your return address would have been in the upper left of the envelope. This new one, if you are using a double window envelope with both windows to the left and on top of each other, only your customer information is showing in both windows, so if a piece of mail is undelivered, it has no way to return to you. Unless the form you are mailing is something different than the one on the right in your original post, I do not understand how you are mailing them out with your address and the customer address on the same horizontal line.. how is your postal carrier and the auto sorting machine able to determine which is the "to" address and which is the "from or return" address? I'm not trying to bust your balls or anything, just trying to gain an understanding of how these are being mailed, when every piece of mail on my desk has the return top left and the "to" under it.
Exactly! There is no way that is going to work with any double window envelope, don't care what you say.
Also I would clean up your logo and information on the right. The logo steps on your phone number. Do you really need the number there twice? Matter of fact I would put the logo and address information on the top left so it WILL work with a double window envelope. Put the customer site location somewhere else as well as your phone number and email address.
No! I know what I see! Unless he has magic envelopes there is no way that is going to work! And even if there was an envelope in that configuration it isn't going to make it through the mail. He comes here saying what a great job somebody did for him. It does look good except for a few mistakes.
email all my commercial and 99 out of 100 of residential--many pay via credit cards--I started emailing 10-12 years ago...made yearly contracts and accepted credit cards and has made my life a lot easier--
billing solutions allows you track invoices, who has viewed them, payment reminders etc...
yes 99% of my billing is emailed through quick books & they have the option to pay online through the invoice. As for paper invoice i can't remember the last time i printed one out. Anything that isnt billed online is cash acccounts, most of the time
I started out e mailing with quickbooks but soon realized that everybody doesn't keep up with their e mail nearly as much as snail mail, cash flow was terrible so I went back to mailing invoices, I wish I could do automatic billing with a credit card but most folks here won't go for that.
what software would be best for doing this? i'm thinking either word or maybe photoshop? i have both, but dont want to waste time starting it in one or the other.
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