Customizing Sales Messages in QBO

Uncategorized Feb 26, 2021
 

In order to get paid faster, you need to make it easy to deliver invoices and statements to your customers. QB Online allows you to send these forms via e-mail. In order to make this work for you, it helps to customize the messaging.  Don't leave it the default message and turn on the reminder function in QBO with the customized messages.  Polite and professional, but firm will win the day on getting paid.  Also, include exactly what you want the customer to do and by when to prevent further action on their account.  If you get consistent in your messaging and timing, you will get paid consistently.

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