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2020-05-25
Merge Email Invoice Feature
The Merge Email Invoice feature streamlines the process of sending invoices to your clients. This tool allows you to combine multiple invoices into one email, making it easier for you and your clients to manage billing. With this feature, you can save time, reduce errors, and enhance communication.
Key Features
Combine multiple invoices into a single email
Customize invoice templates for a professional look
Easy tracking of sent invoices
Automatic email notifications for due dates
Simple integration with existing email services
Potential Use Cases and Benefits
Send invoices to multiple clients efficiently
Reduce the clutter of multiple email threads
Improve cash flow management by reminding clients of due dates
Enhance client relationships with clear, consolidated communication
Save time on administrative tasks, focusing more on your core business
This feature directly addresses common problems like managing numerous invoices and ensuring clients receive them promptly. Instead of chasing down payments or worrying about unclear communications, you can now provide a seamless experience for you and your clients. By using the Merge Email Invoice feature, you enhance your invoicing process and foster smoother transactions.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
How do I merge line items in QuickBooks?
Click Lists > Item List.
Review the list for duplicate items; note the name of the item you want to remain.
Double-click the item you want to merge into another item. ...
Type in the Item Name/Number field the name exactly as you noted it in step 2.
Click OK to save your change.
How do I merge two expenses in QuickBooks online?
Suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ... YouTubeStart of suggested client of suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ...
How do I merge employees in QuickBooks?
On the left menu, Choose Employees.
Select the employee whose name you want to remove by merging.
Click Edit.
Change the First name and Last name field to exactly match the employee you wish to keep.
Change the Display Name to match the name you just entered.
Click Save.
Can I invoice multiple jobs on one invoice in QuickBooks?
Since QuickBooks is designed to invoice customers at a project level, this presented a problem. ... Select Invoice for Time and Expenses from the Customers menu. Select Harrison Norwood from a list by Customer and Jobs and then select Create Invoice and Selected Items.
How do I set up multiple jobs in QuickBooks?
From the Customers menu, select Customer Center.
Locate the customer you want to add jobs into.
Right-click on the customer's name and click Add Job.
In the New Job window, enter the job's information and then click OK.
What is customer job in QuickBooks?
In QuickBooks, a customer is a record of information about your real-life customer. The program takes the data you enter about customers and uses it to fill in invoices and other sales forms with your customers' names, addresses, payment terms, and other info.
How do I do job cost in QuickBooks?
Step 1: Set up a Customer:Job for each of your job. ...
Step 2: Set up your items to optimize for job costing. ...
Step 3: Assign all your expenses to jobs. ...
Step 4: Enter your estimates in QuickBooks Desktop. ...
Step 5: Create appropriate invoices. ...
Step 6: Run job costing reports to see how your business is doing on a job-by-job basis.
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