Get paid for finished jobs: past-due letters in one batch
Synced job invoices
Dear Dana Reyes,
The invoice for kitchen remodel ($4,800.00) is now 45 days past due…
× every slow payer, one batch
Sound familiar?
The job wrapped 45 days ago. The work was good, the customer was happy, and the invoice is still open, along with a dozen others you haven't had time to chase because you're on a roof, not at a desk.
A service contractor with a stack of open invoices, on MergeNinja:
- 1
Connect QuickBooks Online
Read-only. Your books stay untouched. Customers, invoices, and balances sync in.
- 2
Filter to open + past due
The default invoice filter is exactly the chase list: who owes, how much, and how many days overdue, computed for you.
- 3
Merge the batch before Friday
Every slow payer gets a firm-but-friendly letter with their amount and days overdue. At year-end, run account statements for every repeat customer the same way.
30 / 60
day filters: the friendly reminder, then the firmer letter
2 clicks
sync QuickBooks, merge the chase list
1 batch
every open invoice chased, before Friday
The documents you'd run with it
Past-due job letters
Customer, job, amount, and days overdue merged into a letter that reads as bookkeeping, not conflict.
QuickBooks Online ExcelYear-end account statements
One statement per repeat customer: every job and payment for the year, ready to print and mail.
QuickBooks OnlineService & seasonal letters
Maintenance reminders, price updates, thank-yous after the season: one letter, every customer on the list.
QuickBooks Online ExcelFrequently asked questions
I'm in the field all day. How much desk time does this take?
Setup is one sitting: connect QuickBooks and upload a letter template. After that, a batch run is a couple of clicks: sync, merge, done before the truck warms up.
Will a letter actually get me paid faster than a call?
A written past-due notice with the exact amount and days overdue tends to get action. It reads as bookkeeping, not conflict, and it leaves a paper trail. Send it at 30 days and a firmer one at 60 by filtering the batch.
My invoices are in a spreadsheet, not QuickBooks.
Upload the Excel or CSV file instead: map the columns once and merge the same way.
Stop exporting. Start merging.
Connect your data, upload your Word template, and send every customer document in one click.
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