Author Archives: HappyAR

Accounts Receivable Reconciliation: A How-To Every business needs positive cash flow. That’s probably not a revelation, but how do you know how much money you’ve been paid and how much is still owed to you? Accounts Receivable Reconciliation is the … Read More

Terminology is important. When you call something a "liability" or an "asset," you need to remember that you're not describing how we feel about that object or concept — you're using terms that someone in bookkeeping would use to relate … Read More

What is the difference between an invoice vs a statement? Invoices and statements can sometimes seem identical. If you’re a small business owner, your bookkeeping staff has sent and received both types of documents many times, but perhaps never really … Read More

If you spend a lot of time using QuickBooks, you might be pleased to find out that you can send email through the software. Intuit QuickBooks integrates with several major email providers, allowing you to send messages quickly and easily. … Read More

So you accidentally gave a double-click on the wrong invoice number. Whether you saw the customer’s name and it looked like another customer’s name or there are open invoices where there shouldn’t be, it’s important to fix the problem before … Read More

Now that technology companies are providing software solutions on a subscription basis as the norm, SaaS billing has become a critical strategy for processing recurring payments. But with the number of services and pricing plans offered by modern businesses, it … Read More

If you work in accounts receivable, you're in a position where you'll be responsible for calling clients about outstanding invoices and collecting money. This can be a stressful job for some personality types, while others will head into the office … Read More

Contrary to popular belief, simply sending out invoices doesn’t mean you’ll definitely get paid on time — or even at all. Until the customer’s money appears in your company’s bank account, you can’t use it to pay employees, pay bills, … Read More

Remember when you were a kid, and your friend would write you an IOU for, maybe, a stick of gum or a baseball card? Those may be laughably out-of-date examples, but you get the picture. If you were a savvy, … Read More

This is part of HappyAR’s ongoing Vendor Review series where we help busy company owners and executives evaluate their options for software and services that help the finance operations functions. These solutions will be related, and possibly integrated with our … Read More