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Quickbooks Question

Discussion in 'Business Operations' started by FLC2000, Mar 21, 2014.

  1. FLC2000

    FLC2000 LawnSite Bronze Member
    Posts: 1,832

    For those of you that use QB do you do billing with invoices or statements?

    I usually use invoices but Im tired of sending out late payment letters with the invoices.

    With statements they have a 0-30,-30-60, 0ver 90 days on the bottom of it.

    Invoices don't have that.
     
  2. pdreibels

    pdreibels LawnSite Senior Member
    Posts: 263

    I use the invoices and bill each month. If it gets to the next month and they haven't paid the previous months invoice I will send out a statement along with the current months invoice. Usually will highlight the missed payment along with a note reminding them. That works for me.
    Posted via Mobile Device
     
  3. FLC2000

    FLC2000 LawnSite Bronze Member
    Posts: 1,832

    Not a bad idea. I was just trying to figure out a way to send out one total sheet of paper instead of 2.

    Maybe Im just cheap. More paper. More ink...
     
  4. pdreibels

    pdreibels LawnSite Senior Member
    Posts: 263

    I hear ya...a couple yrs ago we made the push to get email addresses from all our existing customers and now from any new ones and just send them out that way. Saves time, postage, money, etc. And generally our customers pay quicker with an emailed invoice/statement.
    Posted via Mobile Device
     
  5. FLC2000

    FLC2000 LawnSite Bronze Member
    Posts: 1,832

    I email a lot of invoices. I wish more would sign up for it. I also leave a lot on the doors after the last mow of the month. Anything to save a few bucks.
     
  6. A. W. Landscapers  Inc.

    A. W. Landscapers Inc. LawnSite Bronze Member
    Posts: 1,287

    If the client hasn't paid their previous invoice, just open that old invoice and add a new line item for the new services you provided and when you save it Quickbooks will recognize that you altered an invoice that has been previously emailed and Quickbooks will ask you if you would like to email the revised invoice to the client. Click yes and you are done. The client will get the revised invoice with with all their unpaid charges listed as separate line items.

    I always put a date on each line item…
    3/11/14 - De-weed planting bed and install mulch
    3/14/14 - Lawn Service
    3/21/14 - Lawn Service
     
  7. xtreem3d

    xtreem3d LawnSite Senior Member
    Posts: 801

    Maybe I missed a post or something but my invoices have net 30,60,90 ect in the upper right corner. I used a template and made my own invoice configuration
     
  8. A. W. Landscapers  Inc.

    A. W. Landscapers Inc. LawnSite Bronze Member
    Posts: 1,287

    You can add the payment terms to the invoice by going into the invoice template you are using and modifying the template.

    Go into a blank invoice and choose the "formatting" tab

    Choose "manage template" and then select the template you have been using as your default invoice and click "OK"

    Click "layout designer"

    Click the "add" tab and select "data field" from the drop down menu

    Scroll down and select "terms" and click "OK"

    The terms box should not appear on your invoice. Use the arrow keys to move the terms box to wherever you want it to be and then click "OK" and then click "OK" on the other page.
     
  9. FLC2000

    FLC2000 LawnSite Bronze Member
    Posts: 1,832



    Its not the payment terms Im looking for. I have mine set up already.

    It was the days overdue at the bottom of statements that I wanted to add to the invoices. Apparently you can only get it on statements and not invoices.
     
  10. A. W. Landscapers  Inc.

    A. W. Landscapers Inc. LawnSite Bronze Member
    Posts: 1,287

    How about just creating a new customer message that states the days overdue?

    You could create a new message that states "days past due" and then just select that message from the drop down menu and type in the number of days. OR just create the commonly used ones "30 days past due", "60 days past due", "90 days past due".

    You could go into the layout manager and change the location of the customer message box and/or size/color of font.

    Or just use the layout manager and make a new "past due" invoice template or templates. You could make a template that has "30 days past due" written in bold red letters across the top. Make a new template for 30 days, 60 days and 90 days and then just use whichever template is appropriate when you create an invoice.

    You can save and customize new templates however you want by adding new text boxes like "Second Notice" or "Service Suspended" or "Balance Past Due".
     

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