How Do I Use Quickbooks To Track Clients Who Miss Their Monthly Payments?
Posted by: admin under Quickbooks Answers
I’m new to Quickbooks. I don’t even know which key words to use to search for answers to my questions about the program. If you can point me to the appropriate sites, that would be great. Here’s my problem.
I work for a law firm. A typical retainer agreement has the following figures:
$10,000 total balance
$1,000 down payment due today
$250 per month for the next 36 months.
Other info:
Send a reminder letter (ranging from mild to harsh) if payment is missed in 1-3 months.
Send a letter of final notice if payment is missed in 4-6 months.
Send a letter informing the client that we’ll take them to small claims court if no payment is made after 6 months.
As you can see, I need to keep track of which clients have been missing their payments.
Can you help?
Thanks.
Get Bookkeeping Clients Membership Site.
Posted by: admin under Bookkeeping
Now Bookkeepers Can Have Access To The Marketing Tools They Need To Promote Their Bookkeeping Business. Membership Comes With An Optional Custom Website And Domain And Tons Of Promotional Methods To Get Your Bookkeeping Business Going Fast!