Guest Blog by Gloria Martinez of womenled.org Technology can make (or break) any business. And when it comes to improving your bottom line, having the right tech in place can pay off. You might spend some money on the initial investment. However, it will be well worth it thanks to the improved efficiency and …
Automated Statements vs Automated invoice reminders : Which one is more effective We had a customer who recently asked the exact same question out of Automated Statements vs Automated invoice reminders which one is more effective. We thought why don’t we use our expertise , helping 1000’s of businesses automate their receivables and the live …
Steps to setup Statement Automation with QuickBooks Online/Desktop You can find detailed steps here with video – link Step 1 : Signup to PayorCRM For QuickBooks Online – Go to the login page and click on the sign up with QuickBooks Online button For QuickBooks Desktop – Go to the login page and register an account. …
Accepting payments through Saved card / Bank account from within email The below PPT provides an overview of how ” One Click Payment Buttons ” improves cashflows and provides a better customer experience. 40% of the time payments are delayed not because the customer didn’t intend to pay but because the steps needed to be …
Subscription businesses has the best cash flows. Nothing is more good for cash-flows of a businesses than your customer allowing you to keep their card on file. It takes a customer sometime to be comfortable with your business to allow you to automatically charge them this way. By giving them an option to set it …
The below steps shows how you can set up a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes Steps to setup Customer portal with QuickBooks for FREE Step 1: Signup on PayorCRM For creating the QuickBooks Online customer portal – Go to the login page and click on the sign up with QuickBooks Online …
Searching on Google about steps to setup Automated Invoice reminders on QuickBooks Desktop / QuickBooks online actually sends you to tons of article on QuickBooks help and community sites which shows how to manually send reminders ( we know the pain ? ) Hence the below blog post In the age of social networking, Email …
We wrote a blog post on QuickBooks(Desktop/Online) ach payment issues see here – And realized that out of the issues mentioned , There is something that we haven’t solved yet – Recurring ACH payments Why use Recurring ACH payments instead of recurring credit card payments ? ACH payment are the cheapest and easiest payment mechanism …
Are you using QuickBooks payments for accepting Credit Card Payments? You are then one of the many users of QuickBooks overpaying for accepting credit card payments How do we know ? We did the math and you can try finding how much your business will save too using the below calculator Enter the total amount …
PayorCRM has been listed on QuickBooks apps store . Check out the app on the appstore using the link below https://appcenter.intuit.com/payorcrm?locale=en-US What this means for you ? To be on the app store the payorCRM has to go through the rigorous requirements of the QuickBooks store and meet certain standards including very stringent security …