The Best Way to Email Invoices from QuickBooks Online
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 using QuickBooks accounting software have two options: use either Intuit’s native integrated payment solution or a third-party integrated payment solution.
Both options enable merchants to email invoices to their clients, but they aren’t exactly alike.
Intuit’s merchant services vs. QuickBooks payment integration
Consider 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, many third-party payment integrations offer the same features as Intuit’s native payment integration , such as invoice emailing, but the fees are not the same.
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 household 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 invoices 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 third-party payment integration.
3 benefits of emailing invoices through a QuickBooks payment integration
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.
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 guide you through the response process. 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.
Businesses that experience a high chargeback volume greatly benefit from the additional help provided by chargeback teams.
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 with setting up email invoicing and other processes that help your business run more efficiently.
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 and 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.