Skip to main content
October 8, 2020
Question

I’m working from a iPad and it won’t let me change the date, it wont save. It works as normal on my PC, this has only just started to do this, any ideas

  • October 8, 2020
  • 1 reply
  • 0 views
I’m trying to input an invoice on the system

1 reply

October 8, 2020

Let me walk you through on how you can save and change your invoice date using iPad, @i-ward3.

 

Here's how to save your invoice using an iPad:

  1. From the Menu , select Sales.
  2. Select New +, select Invoice Payment.
  3. Select the customer who paid you.
  4. Select Edit ✎, then add payment details.
    • The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on.
    • You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts.
    • If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page.
  5. Once done, click Save.

To update an invoice payment using the QuickBooks Online app on an iPad, here's how:

  1. From the Menu ☰, select Sales.
  2. Select the filter drop-down arrow and choose Invoice Payments.
  3. Select the payment you want to edit.
  4. Click Edit, then make your changes.
  5. Click Save once done.

Here are some frequently ask questions when using Quickbooks Online on an iPad: http://http-download.intuit.com/http.intuit/CMO/QBM2/ios/v4_3/ipad/en/ipad_faq.html.

 

I'll be happy to assist you further if you have additional questions. Have a great day!