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Send Invoices Online
Deluxe Online Billing allows you to e-mail QuickBooks invoices, statements and estimates as e-mail attached .pdf files; and through E-mailed Forms Tracking, you can also verify when customers have received and read their invoices. You can also automatically notify customers of late payments with Payment Reminders and give them access to a password protected web page where they can view billing history, print invoices, submit inquiries, and set payment reminders.
There is a fee associated this service of $14.95 per month, but you can try it free for 45 days. To set this up, select the Online Billing options page from the customer menu as shown below.
The Customer Account Center tracks all e-mail invoices, statements and estimates from QuickBooks. Thereafter, each of your customers will be able to access a private, online Customer Account Center (which only includes their billing information) through a link in the e-mails you send. When your customers click on this link they will be invited to create a login to gain access to the Customer Account Center. Once a login is created, the Resource Center is protected so that only that login can be used to view that particular customer's information. Customers can see only their account information with your company. This account information includes all invoices (including your company logo) that you have e-mailed to them while you have been using Deluxe Online Billing.
To make the transition smooth for your customers, you should contact them first and tell them about this new option that is available to them.
If you've added your company's logo to your form(s), you will need to upload the graphic to Intuit servers first so that it can be converted to a Web-viewable version. Your logo will then be displayed in the same location on the forms as when printed. To add a logo to invoices, statements and estimates, click on the Online Billing Options button on the Edit E-mail dialogue and upload your logo before you e-mail the form to your customers.
You can e-mail forms from QuickBooks without signing up for Deluxe Online Billing. However, Deluxe Online Billing gives you E-mailed Forms Tracking, Payment Reminders, customized forms with your own logo, and a Customer Account Center. The basic Online Billing service allows you to e-mail invoices, estimates and statements without your logo from your QuickBooks 2001/2002 software for free. You can only e-mail statements if you are using QuickBooks 2002 or higher.
Accept Online Payments
QuickBooks offers a service that allows you to accept payments online. Once you have set up this service, all you need to do different is checked the “Allow Online Payment” box on your invoices before sending them to your customers. The first time you set this up, you will be prompted to select a payment provider. Thereafter, you can choose the invoices you want to enable for online payment. When you send an enabled invoice and your customer receives the invoice via e-mail, he or she can click on the link in the e-mail to make a payment online. Once payment is received, an alert is displayed in your Company Home Page. Simply go to the Accept Payments screen and click on the Get Online Payment button. With one click, you can record the payment information in QuickBooks.
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