Re: Client Management & Billing
I use the quickbooks as well. I use the import fetaure to set up the accounts and then generate the sales receipt (self coded script in perl) which saves a lot of time. I then set the recurring billing option on reminder with bulk email as songstershops. On the sales receipt I have the payment to the paypal our credit card account (set up as bank accounts) where I import the statements from both pay pal and our card processor. It is then just a case of reconcilling the accounts. With this method I am able to process quite a few transactions every week but the reconciliation can take a while. I did try having them as invoices to start with and receiving the payments each time they hit the account, but with the volume of transactions going through this took forever.
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