Accept ACH payments by setting up a business account, choosing a secure processor, obtaining client authorization, and sending clear invoices efficiently.
To process ACH payments, collect customer authorization, enter banking details, submit through your processor, confirm funds, and reconcile records.
To request an ACH payment, get customer authorization, collect bank details, and send a secure invoice or link. Use DepositFix to automate this process.
To set up an ACH payment, link and verify your bank account, collect customer authorization, and enable ACH on invoices to get paid faster with lower fees.
Stop ACH payments by quickly identifying payment details, contacting your bank, confirming the stop, notifying recipients, and documenting every step effectively.
To use ACH payment, set up ACH processing, collect customer authorization, and send/receive secure bank transfers with lower fees and faster billing.
Automate accounts receivable by using software to send invoices, track payments, send reminders, and reconcile accounts for faster, error-free cash flow.
To calculate accounts receivable turnover, divide net credit sales by average receivables to track how quickly customers pay and improve cash flow.
To calculate bad debt expense with accounts receivable, review AR balances, analyze payment history, estimate uncollectible invoices, and record them in your system.
To calculate cash collections from accounts receivable, add beginning AR to credit sales and subtract ending AR. Track this to improve cash flow.
To calculate days in accounts receivable, divide AR by net credit sales and multiply by days. Track AR days to spot delays and improve cash flow.
To calculate gross accounts receivable, total all outstanding invoices before allowances, track unpaid balances, and monitor cash flow for effective collections.
Calculate net accounts receivable by subtracting allowances for doubtful accounts from total AR to see the actual expected cash inflow for accurate financials.
To find average accounts receivable, add the beginning and ending balances and divide by two to measure cash flow efficiency and customer payment trends.
Forecast accounts receivable by analyzing payment history, calculating DSO, and using aging reports to predict cash inflows and improve cash flow planning.
Improve accounts receivable by streamlining invoicing, automating reminders, and setting clear terms to boost cash flow, reduce delays, and get paid faster.
Reconcile accounts receivable by matching invoices with payments, spotting discrepancies, and ensuring accurate, up-to-date financial records.
Record accounts receivable by issuing invoices, tracking payments, applying adjustments, and reconciling regularly to maintain accurate financial records.
To write off accounts receivable, review overdue invoices, exhaust collection efforts, and record bad debts to maintain accurate books and cash flow forecasts.
To automate invoice processing, digitize invoicing, set up recurring billing, enable online payments, and use tools like DepositFix to streamline AR.
To automate usage-based billing, track customer usage, integrate with billing software, generate invoices, and collect payments seamlessly with DepositFix.
To automate the billing process, digitize invoicing, set up recurring billing, enable online payments, and integrate tools like DepositFix to streamline AR.
To change interest on overdue invoices, review your current policy, adjust the rate or fee in your invoicing system, notify customers, and apply updates consistently.
Chase outstanding invoices professionally with clear steps, reminders, and tools like DepositFix to secure payments faster and protect cash flow.
Collect past due invoices by sending reminders, setting deadlines, adding late fees, and escalating firmly yet professionally to secure payment.
Fill out an invoice by adding business and client info, unique numbers, dates, itemized services, taxes, payment terms, and clear instructions for timely payment.
Get same-day settlement for invoices by using payment platforms with instant transfers, linking your bank, and sending digital invoices for faster cash flow.
Keep track of invoices by numbering consistently, storing records in one system, and reviewing regularly to ensure payments stay organized and on time.
To keep track of invoices and payments, assign unique numbers, record payments instantly, log partials, and reconcile weekly with your bank.
Number invoices by using a consistent format, sequential, year-based, client or project codes, maintain order, document skips, and track recurring payments.
Organize invoices with consistent numbering, digital storage, and status tracking to simplify records, prevent errors, and keep cash flow on track.
Prevent invoice fraud by verifying vendors, using secure software, implementing multi-step approvals, monitoring accounts, and training employees effectively.
Reduce manual invoice processing by digitizing invoices, standardizing formats, automating data entry, sending, tracking, and payment reminders for efficiency.
Send invoices effectively by preparing complete details, choosing the right delivery method, attaching PDFs, crafting a professional message, and tracking payments.
Send invoices through email by creating a clear PDF, writing a professional subject line, summarizing details in the body, and attaching the file securely.
Take legal action for unpaid invoices by reviewing contracts, sending formal demand letters, documenting communications, and filing claims to recover funds.
Word a follow-up invoice email clearly and politely by referencing the invoice, stating the amount due, providing payment instructions, and offering assistance.
Write an invoice by listing your business and client info, invoice number, dates, itemized services, totals, taxes, and clear payment terms.
Write an invoice email by using a clear subject, polite greeting, invoice details, itemized services, payment instructions, PDF attachment, and follow-up.
To write an overdue invoice email, include invoice details, payment link, and a polite reminder to prompt fast payment and maintain professionalism.
To accept credit card payments, choose a processor, set up a gateway, ensure PCI compliance, and integrate with accounting to get paid faster and securely.
To accept credit card payments without a merchant account, use DepositFix. Create payment pages, collect cards and ACH payments, and get paid instantly.
To accept debit card payments, choose a secure payment processor, set up online or POS systems, and ensure PCI compliance for fast, reliable transactions.
To accept virtual credit card payments, enter the unique 16-digit number, CVV, and amount in your processor, record it, and verify bank settlement.
To collect payment from customers, set terms, issue invoices, offer ACH or card options, send reminders, and track payments for accurate records.
To dispute a chargeback as a merchant, review the reason code, collect strong evidence, and submit an organized response before the deadline.
To prevent chargebacks, verify customer details, use clear billing descriptors, deliver promptly, and maintain strong communication and refund policies.
To prevent payment fraud, secure transactions with PCI-compliant tools, verify vendors, monitor unusual activity, and train staff to spot red flags.
To process credit card payments, set up a processor, collect card info, authorize, capture, settle funds, and confirm with customers for smooth cash flow.
To set up recurring payments for customers, create a billing schedule, collect authorization, and automate invoices with tools like DepositFix.
To set up a merchant account, choose a provider, submit business details, complete underwriting, and integrate it with your payment system for secure payments.
To write a payment request email, clearly list invoice details, due date, payment instructions, and a polite deadline to ensure timely client payment.
To reconcile bank statements, match deposits, payments, and outstanding checks with your records, adjust for fees or errors, and confirm accurate balances.
To reconcile intercompany transactions, match related entries between entities, identify discrepancies, and adjust both ledgers to eliminate mismatched balances.
To reconcile invoices, match invoices with purchase orders, receipts, and payments to ensure accuracy, prevent errors, and maintain clean financial records.
To reconcile petty cash, count the cash, match it with receipts, fix discrepancies, and record adjustments to keep your financial records accurate.
To reconcile a balance sheet, match all assets, liabilities, and equity accounts to supporting records, ensuring accuracy and resolving any discrepancies.
To add a credit card fee in QuickBooks, create a service item for the fee, then apply it as a line item on invoices to recover payment costs transparently.
To add a logo to a QuickBooks invoice, upload your logo in the template settings and align it for a polished, branded look that builds client trust.
To apply a credit memo to an invoice in QuickBooks Online, create the memo, use Receive Payment to apply it, update balances, and optionally sync via DepositFix.
To cancel an invoice in QuickBooks, void it to $0, keep records, update A/R, notify clients, and sync changes automatically with DepositFix integration.
To categorize credit card payments in QuickBooks, record the bank transfer to the credit card, assign each expense to the right category, and reconcile for accuracy.
To categorize refunds in QuickBooks, use refund receipts for customers, bank deposits for vendor refunds, and match them to the correct income or expense account.
To change invoice format in QuickBooks, edit layout, add logo, customize fields, enable payments, and streamline with DepositFix QuickBooks integration.
To change an invoice number in QuickBooks, open the invoice, edit the Invoice no. field, enter your custom number, and save it to update your records.
To change an invoice template in QuickBooks, go to Custom Form Styles (QBO) or Templates (Desktop), select a template, adjust layout, colors, fonts, and save.
To convert an estimate to an invoice in QuickBooks Online, open the estimate, click “Create Invoice,” review details, and send it to your customer.
To create invoices in QuickBooks, enter customer info, add services, set rates, and send online. Clear, itemized invoices speed up payment collection.
To create a progress invoice in QuickBooks Online, turn on progress invoicing, build invoices from estimates, and bill customers by project phase or completion.
To create an estimate in QuickBooks Online, add customer info, list services, and set prices. Easily convert approved estimates into invoices with DepositFix.
To delete a deposit in QuickBooks, open Bank Deposit, select the entry, and confirm deletion to fix errors, prevent duplicates, and keep records accurate.
To delete a payment in QuickBooks, locate the payment, confirm details, delete it, reapply if needed, and verify accounts for accurate records.
To delete a reconciliation in QuickBooks Online, undo the period with Accountant access or uncheck “R” in the register, then reconcile again.
To delete an invoice in QuickBooks, open the invoice, select More, Delete or Void, unlink payments if needed, and confirm your records stay accurate.
To do progress billing in QuickBooks, create an estimate, enable progress invoicing, and send partial invoices by milestone to improve cash flow.
To edit a reconciliation in QuickBooks Online, review your report, fix errors in the register, unreconcile transactions, and recheck for a $0 difference.
To edit an invoice template in QuickBooks, open Custom Form Styles or Templates, adjust layout, colors, fields, logos, and sync changes with DepositFix.
To find a deleted invoice in QuickBooks, open the Audit Log, filter transactions, and review the invoice details to re-create it if needed.
To mark invoices as paid in QuickBooks, open the invoice, record payment details, and confirm. This updates accounts receivable and keeps cash flow accurate.
To receive ACH payments in QuickBooks Online, enable QuickBooks Payments, add ACH to invoices, track clearing, and match deposits for accurate records.
To receive a payment in QuickBooks Online, select the customer, enter payment details, apply it to the right invoice, and record it to the correct account.
To reconcile accounts receivable in QuickBooks Online, match invoices with payments, apply credits, and adjust discrepancies for accurate AR tracking.
To reconcile credit cards in QuickBooks Online, compare your statement with recorded transactions, fix discrepancies, and match payments for accurate reports.
To reconcile in QuickBooks Online, match your bank and QuickBooks transactions, fix discrepancies, and confirm balances for accurate financial records.
To record credit card payments in QuickBooks Online, go to + New, select Pay down credit card, choose the account, enter details, and save for accuracy.
To record a vendor refund in QuickBooks, create a bank deposit, select the vendor, categorize it to the original expense account, and save for accurate reports.
To reverse a payment in QuickBooks, unapply it from the invoice, then void or delete the transaction, ensuring accurate records and a clear audit trail.
To set up recurring ACH payments in QuickBooks Online, enable QuickBooks Payments, create a recurring sales receipt, schedule intervals, and save bank details.
To set up recurring payments in QuickBooks Online, create a scheduled sales receipt, add customer details, and automate billing for predictable cash flow.
To undo a reconciliation in QuickBooks Online, open the history by account, select the statement, undo transactions or the full period, then reconcile again.
To unmatch a transaction in QuickBooks Online, open Banking > Reviewed, select the item, click Undo, and re-match it to the correct invoice or payment.
To void a check in QuickBooks Online, open the check, select Void, and add a memo to keep records accurate, prevent errors, and maintain compliance.
To write off bad debt in QuickBooks Online, create a bad debt expense account, issue a credit memo, apply it to the invoice, and update your reports.
Contractors can accept credit card payments via DepositFix, send invoices, get paid faster, and pass processing fees to clients.
To create a roofing invoice, include job details, labor, and materials, then use DepositFix’s free invoice generator to bill clients quickly and accurately.
To create an electrical invoice, list labor, materials, and payment terms clearly to ensure accurate billing, faster payments, and professional records.
To estimate construction jobs, calculate materials, labor, equipment, overhead, and profit margins step by step for accurate, competitive bids.
To estimate electrical work, calculate materials, labor, permits, and contingencies. Create clear, professional estimates for free with DepositFix.
To estimate a roofing job, break down materials, labor, and extras. Create accurate, professional estimates that win trust and keep projects profitable.
Invoice as a contractor by including your info, client details, invoice number, dates, itemized services, taxes, payment terms, and clear instructions.
Invoice as an independent contractor by creating clear, professional invoices, offering credit card and ACH payments, tracking payments, and using DepositFix.
To make an estimate, break down costs for labor, materials, and fees. Learn step-by-step how contractors can create accurate, detailed estimates.
To write a construction invoice, list labor, materials, and taxes clearly, include payment terms, and use DepositFix to send and track payments efficiently.
To write a plumbing invoice, list labor, materials, and taxes clearly, include payment terms, and use tools like DepositFix for fast, professional billing.
To write an estimate, break down materials, labor, and overhead into clear line items, add markup, payment terms, and timelines for a professional proposal.
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