– Through the custom field options in QuickBooks, your team can set up the exact fields you want to include on the invoice. Internally, custom invoices allow your company to better track the full financial details tied to a particular transaction or customer. Custom QuickBooks Invoices: Internal Value for Accounting This feature includes online payment options for customers to submit payment digitally in just a few clicks. – Through an add-on payment processing feature in QuickBooks, your company can provide multiple payment options to the customer through the custom invoice. Instead of the system automatically generating a standard email that your customer may overlook in their inbox, you can create custom emails providing friendly reminders of when payment is due. – When setting up a custom invoice, you can customize follow-up email alerts notifying your customer of when payment is due. This is your opportunity to include a personalized message or note to the customer providing additional details on the value your company provided to the customer to encourage prompt payment. – QuickBooks allows you to create custom emails supporting the invoice. While it may seem subtle, having a custom invoice that stands out compared to a standard boilerplate invoice may give your invoice a chance for a second look to be paid. This is especially the case during the pandemic when your customers could be experiencing a reduction in cash flow and are watching outflows very carefully. It’s a differentiator when your customer may be receiving several invoices at one time and prioritizing which ones to pay. – A custom invoice will allow your company to stand out visually with a professional-looking invoice presentation. Or, you could increase the opportunity to receive payment faster by creating a custom invoice.Ĭonsider why it’s worth your time to create custom invoices to send to customers: You could send a standard, boilerplate invoice from QuickBooks that has the basic details of the invoice date, payment amount, and payment terms. Now you want to receive payment from your customer. Your company performed a service or sold a product. Custom QuickBooks Invoices: External Value to the Customer Not only will it make your company look more professional when sending invoices to customers, but the customization will help you better track payment status, receive payment faster, and support your company’s overall accounting function. Business Accounting The Value of Building Custom Invoices in QuickBooksīuilding custom invoices in QuickBooks is a valuable method to help grow your business.
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