![]() ![]() It is an exclusive feature of QuickBooks 2020 version. Go to Customers -> Manage Customer Groups from the payment reminders option.To access this new feature, use the following steps: This new version also enables automatic inclusion or removal of customers from pre-defined conditions, with which you can improve the engagement rate with the end customers. With QuickBooks 2021 version, you can create customer groups to stay organized and keep your business operations in order. Rule-Based Customer GroupsĬreating rule-based customer groups implies classifying the customers into different groups based on various fields like type, balance, sales rep, balances, and similar others. To get the benefits of cloud technology, you can choose QuickBooks hosting and get the software hosted on the cloud. This feature is not available with both 2020 or 2019 versions of QuickBooks. Select Vendors -> Receipt Management from the main menu.To access the receipt management and formatting feature with QuickBooks 2021, follow these steps: Besides this, you can categorize and review multiple receipts at once without doing the same one by one. Using QuickBooks 2021, you can also set a default template for your payment receipts. The extent of customization is limited to adding a logo to give the receipts a more professional, business-oriented look. With the new formatting feature of QuickBooks 2021, you can customize the payment receipts before sending them to your clients. Payment receipts sent to the customers are an excellent base to promote your brand. QuickBooks 2019 version does not have any of these advanced features. However, you can set payment reminders in that version. With QuickBooks 2020, you do not get the automatic statements feature. This will show you a pop-up to automate the process of sending statements. ![]() To access this new QuickBooks 2021 feature, use the following steps: You also get the facility to the email body and then send different emails to different clients. You can then send these statements from QuickBooks with the template you choose. With this automated statement feature, you get access to pre-defined email templates that you can use to set up reminders. You can automate the reminder process to send emails regularly and get the payments cleared earlier than expected. As the name suggests, it enables you to remind your clients to pay the overdue payments. If you also want a solution to get paid faster, this new feature of QuickBooks 2021 can help you out. Reminding clients to process the payments is common with several types of businesses. Automatic Statements and Payment Reminders
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