Email templates and notifications are essential tools in QuickBooks Online. They control how your business communicates with customers and vendors, from the look and wording of invoice emails to reminders about overdue payments or estimates awaiting approval. Setting them up correctly ensures your communication is professional, consistent, and automatic, reducing manual effort while improving your…
Email templates and notifications are an important part of Sage 50’s workflow and communication system. They allow you to send professional-looking emails directly from the program whenever you issue invoices, quotes, purchase orders, or statements. By configuring templates and notifications correctly, you save time, maintain consistency, and ensure that customers and suppliers receive timely, branded…
\ Configuring email templates and notifications in Sage Online may differ slightly depending on your specific product version, but the broad steps are largely the same: set defaults for document emails, build customized message templates, and design triggers or rules for notifications. Below is a detailed guide that walks through preparatory work, template creation, notification-rule…
Configuring email templates and notifications in Zoho Books is a powerful way to streamline your customer communications, ensure that messages reflect your brand, and automatically trigger alerts or reminders when key events occur. Below is a detailed guide that walks you through everything, from setting sender-preferences to creating branded templates and managing notification rules, so…
Managing sales tax correctly is one of the most important aspects of business accounting. For many companies, tax obligations can vary widely depending on where customers are located and what type of products or services are sold. However, not all transactions are taxable. Some customers, like nonprofit organizations, government agencies, and resellers, are exempt from…
Managing taxes is one of the most critical aspects of running a business efficiently. Whether you are invoicing customers, selling products, or offering services, applying the correct tax rate ensures compliance and avoids future complications with tax authorities. However, there are times when you may need to exempt certain customers, products, or transactions from sales…
Microsoft integrates OneDrive deeply into Windows and Office 365 (now called Microsoft 365). This integration allows users to save files directly to the cloud, ensuring backups and accessibility across devices. However, not everyone wants to use OneDrive for document storage. Many users prefer saving files locally on their computers or on company network drives instead…
Managing sales tax correctly is one of the most important responsibilities in accounting and bookkeeping. While most sales require taxes to be applied, there are always exceptions—such as nonprofit organizations, government agencies, or resellers purchasing goods for resale. These customers qualify for tax exemptions, meaning that sales tax should not be applied to their invoices….
Managing taxes accurately in your accounting system is critical to maintaining compliance and ensuring customers are billed correctly. In many businesses, not every sale is taxable. You may deal with nonprofits, resellers, government agencies, or customers purchasing goods for resale, all of whom might qualify for tax exemption. If you’re using Sage Online (Sage Business…
Managing taxes is one of the most critical parts of running a business, especially when invoicing customers. While most sales are taxable, there are times when certain customers or transactions qualify for tax exemptions, such as nonprofit organizations, government agencies, resellers, or out-of-state sales. If you use Zoho Invoice to handle your billing, you’ll be…