Month-end client paperwork from live QuickBooks data
Synced retainer invoices
Dear Foundry Goods,
Our records show $3,500.00 outstanding, now 62 days past due…
× statements and letters, both batches
Sound familiar?
Month-end at the agency: retainer clients want statements, two accounts are 60 days past due and nobody's said anything, and the person who used to run the Word merge left, taking the ritual with them.
An agency with a dozen retainer clients, on MergeNinja:
- 1
Connect QuickBooks Online
Read-only sync of clients, invoices, and balances: the same numbers your books show.
- 2
Run two filtered batches
Statements for every active client; past-due letters for the accounts with open balances, days-overdue computed.
- 3
Merge on your letterhead
Both batches land in your inbox on agency stationery: consistent, dated, and done before the month-end meeting.
2 batches
statements for active clients, letters for past-due
12
retainer clients, papered before the month-end meeting
In-account
templates and connections survive staff changes
The documents you'd run with it
Retainer statements
Account statements for every active client from live QuickBooks balances, on agency stationery.
QuickBooks OnlinePast-due letters
The 60-day accounts nobody mentioned: a friendly reminder at 15 days, a firmer letter at 45+.
QuickBooks Online StripeRate & scope letters
Annual rate letters and scope updates, personalized per client and consistent across partners.
QuickBooks Online ExcelFrequently asked questions
Our billing is split between QuickBooks and Stripe.
Connect both. Invoice-based retainers merge from QuickBooks; subscription-style billing and receipts merge from Stripe datasets.
Can different partners run it from different machines?
Yes. It’s browser-based, and the templates and connections live in the account, not on someone’s desktop. The ritual survives staff changes.
Past-due letters feel harsh for clients we like.
The tone is your template’s. Most agencies keep a friendly reminder for 15 days and a firmer letter for 45+. Filtering by days overdue picks the right batch for each.
Stop exporting. Start merging.
Connect your data, upload your Word template, and send every customer document in one click.
7 days free · no card to start