People’s Choice Accounting Version 10 brings a host of powerful enhancements designed to streamline your invoicing and customer management processes. In this blog post, we’ll walk you through some of the standout features that make this version a game-changer for your business operations.
1. Simplified Email Invoicing and Statements
Getting started with email invoicing and statements has never been easier. Once you upgrade to Version 10, head over to the program settings to configure your email. Whether you’re using a standard email service or a custom setup, our guided assistance will help you through the process. Enter your login credentials, and don’t forget to include your company’s email address as the return address for seamless communication.
2. Enhanced Customer Management
Managing customer information just got a whole lot simpler. We’ve introduced a more intuitive way to enter quantities, making your invoicing process quicker and more efficient. But that’s not all—freight and additional charges can now be easily marked as taxable on your invoices, ensuring accuracy and compliance with tax regulations. Plus, with the new sales tax assignment feature, taxes are automatically calculated based on the ship-to address, providing flexibility for businesses operating in multiple locations.
3. Flexible Customer Setup for Email Statements
Version 10 gives you complete control over how you manage customer statements. Choose to print, email, or do both, depending on your preference. You can now assign a default sales tax rate to both bill-to and ship-to addresses, ensuring accurate tax calculations no matter where your products are headed. This feature is especially useful for businesses dealing with multiple shipping locations.
4. Demonstrating the Power of Invoicing
Our new invoicing format showcases a simplified approach to creating invoices, with built-in sales tax calculations that adapt to additional charges and different ship-to locations. Once your invoice is ready, sending it via email is just a few clicks away, and you can fully customize your email settings to match your brand’s voice.
5. Streamlined Statement Management
People’s Choice Accounting Version 10 distinguishes between printing and emailing statements, allowing you to choose the best option for each customer. Selecting customers for email statements is straightforward, thanks to the improved settings. Plus, you have the ability to customize the subject line and body of your emails, making each communication unique and tailored to your customer’s needs.
6. Effortless Emailing of Statements
Sending email statements has never been more efficient. With just a few steps, you can email statements to selected customers, and thanks to the customization options, your messages can reflect special occasions, seasonal greetings, or personalized acknowledgments. This added touch can help strengthen your customer relationships and enhance your business’s professional image.
For a detailed walkthrough of these features, check out our YouTube videowhere we demonstrate everything from setting up your email to customizing your invoices and statements.
Upgrade to People’s Choice Accounting Version 10 today and take advantage of these innovative features designed to save you time and enhance your business operations.