You can now stay organized by creating customer groups on factors such as customer type, location, sales rep, balances, and status.Ĭhoose the option Customers from the Main Menu bar and select Manage Customer Groups from the Payment Reminders option.The 2021 version enables automatic addition or removal of customers from the conditions pre-defined to help improve customer communication and engagement.Create Customer GroupsĬustomer Groups is a feature that helps bifurcate the customers and create groups depending on the fields such as balance, type, etc. Such a feature is neither available in the 20 version. You will be able to set a default template for the payment receipt feature and categorize, customize, and review multiple receipt transactions in one go.Īccessing receipt management is easy by selecting the Vendors option from the main menu that will land you to the Receipt Management option.This feature allows business professionals to customize the payment receipts by adding a logo for a more professional and consistent look.With this feature, you can keep track of the customers’ payments and invoices. Neither of these two is available in the 2019 version. But you could easily set payment reminders for your customers when their invoices were due in the “Automatic Payment Reminders” feature in the 2020 version. This Automatic Statement feature was not available in 2020. You will be shown a pop-up – Automate sending statements and get paid faster. You can even customize the email and statements to be sent to different customers.Ĭhoose schedule payment reminders from payment reminders through the Customers menu. The statements can then be sent from QuickBooks using the chosen template.
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