The Best Way to Email Invoices from QuickBooks Online

2019-05-03T14:56:05+00:00 May 3rd, 2019|B2B, Business Tips, Invoicing, Software Integrations|

Emails abide by your schedule. You can respond once the kids go to bed, in between work meetings, or during awkward elevator rides.

They’re a convenient and increasingly popular way to communicate.

Merchants who email invoices to their customers make their lives and their customers’ lives easier.

Emailing invoices from QuickBooks Online is easy to do once you become familiar with the process. Emailing invoices to your customers lets you skip phone tag duties and inform clients of upcoming payments through automatic email reminders.

Merchants encounter two options: use either Intuit’s native integrated payment solution for QuickBooks or a third-party integrated payment solution.

Both options empower merchants with the ability to email invoices to their clients, but they aren’t exactly alike.

Intuit’s merchant services vs. QuickBooks payment integration

Imagine a store-brand bar of soap versus a name-brand. Both bars of soap provide you with the same benefits, but the name-brand reflects a higher price.

Similarly, Intuit’s native payment integration and many third-party payment integrations offer the same features, such as emailing invoices, but charge different fees.

Competing against a name-brand giant like Intuit drives other payment processors to offer low fees. Many payment processors also provide other services, like chargeback management teams and 24/7 support, to gain an advantage over Intuit’s well-known name.

Many third-party QuickBooks payment integrations also supply click to pay options when you email invoices to your customers. Click-to-pay allows customers to pay their invoice directly through the link provided in the emailed invoice. When it’s easy for your customers to pay, they’re more likely to get you your money on time.

So the best way to email invoices from QuickBooks Online is to use a payment integration.

3 benefits of emailing invoices through a QuickBooks payment integration

1

Low processing costs

Month after month, you get charged for accepting credit cards. The higher your sales, the more you owe in processing fees.

Although processing fees are inevitable when you accept credit cards, they don’t need to drain you of your resources.

Payment integrations often secure low processing fees and can save your business a lot of money over time. Payment integrations like EBizCharge promise to lower processing costs by 12 to 43%. That means if you’re paying an average of $1,000 a month in processing fees, it’s possible to save $430 each month or $5,160 a year.

2

Chargeback management team

Unlike Intuit, some payment processors provide merchants with an in-house chargeback management team.

Chargeback management teams notify you when you receive a chargeback and walk you through how to respond. They’ll submit your response and any necessary documentation. A chargeback team saves you a lot of time and makes the process of disputing chargebacks a lot easier.

Business that experience a high volume of chargebacks greatly benefit from the additional help provided by chargeback teams.

Benefit of a Chargeback management team

3

In-house customer support

No one recognizes your name when you call Intuit. In fact, it takes a series of automated voice prompts before you even speak to a live person.

With EBizCharge, you’ll speak to a live representative right away. You’ll also direct your questions to one main point of contact who will be familiar with you and your business.

Receive live, 24/7 help on how to set up email invoicing and other processes that help your business run more efficiently.

Now what?

While it’s possible to email invoices through Intuit’s integrated solution, the best way to email invoices from QuickBooks Online is through a third-party payment integration. You’ll save money, time, and enjoy live assistance when you need help. Plus, you can take advantage of benefits like chargeback teams and low processing fees.

So now what?

Request a cost-savings proposal from prospective QuickBooks payment processors and take the quality of customer service they supply into consideration. From there, it’s up to you to decide which payment integration is right for your company.

If you feel overwhelmed or need any additional help in your endeavor, reach out to us. We’re happy to help.

Amelia Earl Administrator
Marketing Content Writer | Century Business Solutions
Amelia specializes in credit card processing and enjoys helping businesses save on processing fees.