|
Posted by QBConsultant on January 25, 2008, 10:28 am
Please log in for more thread options
> In his posting of Wed, 23 Jan 2008, QBConsultant writes
> snip
>
>
>
>
>
> >> =A0I have been using the
> >> sales receipt form rather than the invoice to acknowledge receipt of
> >> payments but this may not be the correct way<G>
>
> >> I am using QB 2006 and the e-mail facility works well with my e-mail
> >> client which is the little known Turnpike application.
>
> >> Many thanks for taking the time to help.
> >> --
> >> Richard
>
> >Laura's last reply in the other thread explained the process well!
>
> >If you have been creating an invoice and then a sales receipt, then
> >you are not doing it correctly. =A0If you create an invoice, the next
> >step is to 'receive payments' and then make deposits.
>
> Thanks Michelle for that. =A0Just to clarify, we have had previously a
> voluntary method of sustaining the operation financially. =A0 The members
> paid what they felt like contributing as and when and I issued a sales
> receipt by e-mail when payment was received by cheque, Paypay or bank
> transfer. =A0We sorted this out last year by bringing in a fixed annual
> membership payment where they could purchase the basic membership and
> add-ons if the so desired. =A0 All the existing members paid up on a
> certain date so their renewals are very easy of course!
>
> New members have their membership run from the day they join and I want
> to get these onto an automatic reminder/invoice system....not a sales
> receipts. Hope this explains more clearly where I am coming from and
> where I want to end up<G>
>
> Many thanks
> --
> Richard- Hide quoted text -
>
> - Show quoted text -
Create the invoice and mark it to be emailed (bottom, lower left
corner) (make sure when you set the customer up to enter their email
address). Then open the invoice again and memorize it to occur
annually and have it remind you. On that day one year from now,
you'll get a message that you have a memorized transaction, do you
want to enter it now. You say yes and then it will open Outlook and
email the invoice.
Try it out in a sample file and you'll see how it works. Lots of
clubs, home owners associations, etc. use this method with hundreds of
invoices and it works great!
Michelle L. Long, CPA, MBA
www.MLongConsulting.com
Author of:=C2 =C2 Successful QuickBooks Consulting:=C2 =C2 The Complete Guid=
e
to Starting and Growing a QuickBooks Consulting Business
( www.SuccessfulQuickBooksConsulting.com) or ( www.amazon.com)
Advanced Certified QuickBooks ProAdvisor
Member of Intuit's Certified Trainer Network
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap