Getting paid

Hi I have a customer set up in quick books with their email address , but when I send the invoice they never receive it but I receive a copy to my email address.Many thanks Paul

I am not using QBO to its potential after researching what I can and cannot do and need to ask a question over the holidays which QB sales will answer in the new year.We use the simple module which we know doesnt have recurring invoices and then also prompt payment discount.  We are a small almost not for profit monthly community style magazine and wanted a method of invoicing and preparing figures rather than spreadsheet on google drive, currently paying £14 but really cannot double the payment to get the recurring invoice, We invoice 20 customers the same amount either monthly , 1/4 or annually and a discount is applied for payment by 28th day of month. The problem we have is people pay late and still only pay the discounted figure. Does the prompt payment discount only apply on the invoice up to and including the final day and then clears so it is not applicable ? Is there any way of doing this without doubling our monthly sub to QB? Our monthly DD is due Jan 3rd and would like

I have set up bank rules to post receipts against customers but I then have to manually allocate these receipts against invoices for each donor. Is there a way to automate this so that all receipts are allocated against invoices for all customers ?

I;m new to QBO and I am trying to create an invoice but i dont want to share my home address with customers either in estimates or invoices, how do I do that?

Hi, I'm trying to work out the best way to add an invoice from another platform (Worksome) to my Quickbooks account. There is an app called Zapier which apparently will link my Worksome invoice to one created in Quickbooks, but the process looks confusing and I'm not 100% certain that I won't be sending multiple invoices out to my customer (one from Worksome, one from Quickbooks).  Is there a way I can reference the payment I receive from the other platform's invoice into Quickbooks, so that it tallies up with the payment received in my work bank account?  Do I need to create a duplicate invoice in Quickbooks, matching the details of the Worksome invoice, but not send it out to the client?

Hiya, I followed the instructions to add paypal payments to my invoices, but the fees are so large I'd like to remove this and go back to just having my bank account details on the invoice to clients pay me direct. Please can someone tell me how to do this? I can't find the option. 

I am a new UK Business owned by a US Individual who is just learning how to operate in europe. I have QuickBooks online UK with QBO’s default integrations that use GoCardless and PayPal. On the 14th of every month, I need to Direct Debit my Customer’s Swiss bank account for the following: QTY 3 Units of Product 1 at 26.04 CHF per unitQTY 3 Units of Product 2 at 82.68 CHF per unit              26.04 CHF x 3 =    78.12 CHF          + 82.68 CHF x 3 =  248.04 CHF-----------------------------------------------------            Total of 326.16 CHF per month via direct debit  I need to somehow collect the money above by pulling CHF from the customer’s CHF Swiss bank account. The customer provided us with their IBAN, BIC, Account #, and Sort Code when they signed our contract authorizing

I am a US Business owner that uses QBO. We just opened a UK Business and have QBO UK, which is very different from the US Version in terms of payment Features.  I need to understand how to go about doing the thing I describe below. Background: In my US Businesses, customers sign an e-contract and enter all their payment information such as bank account info or credit card info on that e-contract we control. We then create their customer record in QBO and in the payment area of their customer record, we enter their credit card info and/or bank account info into the payment method fields. The same payment info they provided in the e-contract. Screen shots from QBO USA are shown below.  Then when we issue a recurring Sales Receipt, the payment is automatically processed and pulls money from their account. The customer doesn't do anything besides give us that information in our e-contract, and sign legal documents that authorize us to have it, and authorize us to e

When drawing my own salary, do I register that in QB under Personal?  Or is it regarded as Business transaction “Owner withdrawal”?

For the last couple of days I've been unable to raise an invoice, everything else is working fine except invoicing. Tried New->Invoice and Getting Paid->Create Invoice, but nothing happens just stays on the same page

We always deposit sales receipts to our "Till" account AND I want to enter the amount inclusive of VAT every time.  Is there a way of setting a default to always do these two things without having to chose them every time I creater a sales receipt?  You could do it in Desktop, so I hope so! Thanks

Hi,I have GoCardless all set up ok, and the clients are in QB. What I REALLY want is when an invoice is created in QB, and that client has a valid DD mandate, is for the payment to get collected by GoCardless automatically.When my system goes through its invoice run, I have to EDIT loads and loads of invoices and change the payment method for them to be collected via DD.

How do I check an emailed invoice I have sent- specifically want to check the email and not the invoice 

Hi, We have loan that is paid back as a % of income rather than a fixed amount. This is deducted before the funds reach our bank account through our card machine provider. How do I enter this in quickbooks as the amount recieved does not match the customer invoice totals. 

I have turned on the automatic toggle for credits to be taken off of invoices. But with the customer showing as -£6 for example (with credit)When I raise an invoice for them the credit is not being taken off. I would be really grateful for any help with this please.

Good morning community, I live in Curacao, a small island in the Caribbean. I noticed that our currency is not in the list of available home currencies. What can I do to add the currency of Curacao. Our currency is the FLORIN. please help me out. Im stuck. Is there another way to add this currency, so it can appear on my invoices? Thanks in advance, Abi

Hello, I am a Pet Portrait artist and require a 20% deposit from my customers to secure their commission. I am looking for a way to send  my customers a request for the initial 20% payment of the overall invoice. Then I can request the remaining 80% upon completion of their painting. At the moment I am sending two separate invoices, but it is getting confusing when I have a few on the go.  I did notice the deposit function can be added to the invoice, but this appeared to deduct the deposit amount from the invoice. Rather than charge the customer the deposit amount.

"Why are my customers not receiving my invoices in their emails?"

Made a custom invoice template on quick books online on my laptop. Logging into the app in my phone: no custom template. Where do I find this? And if it’s not possible, customising a new template within the app doesn’t work. So buggy, and logo doesn’t upload. thanks

I have around 200 invoices set to auto generate as scheduled recurring invoices on the last day of each month - however today they have failed to generate.  They all have a few months left to run, so not at their end date. Any help or advice? 

I saw the thread but am none the wiser. Why wouldn't the uploaded information directly insert into the company template for sales, which is set as the default.  If this doesn't work then can QB add in another field on the import template  so we can add this in quickly and easily without having to manually go into each invoice to add it? Is there any other work around?

Hi, I had a customer pay me last week by cash. However she had (conveniently) forgotten that the price excluded VAT. She then made the VAT payment by bank transfer.The cash was deposited by me into the business bank account via the Post Office, who charge a fee for the deposit. This fee is of course deducted prior to its arrival in my account.As a result, I have 2 transactions in my bank and quickbooks for the one invoice: one for the cash deposit minus the Post Office fee, and one for the VAT via bank transfer.This produces 2 problems for me:1. I can't get the transactions to match.2. As VAT registered company, I don't know what to set the VAT as when reconciling as the cash transaction is the client's payment for services excluding VAT and the post office fee, while the bank transfer is essentially purely VAT. I have marked the invoice as paid and then generated a bank deposit where I minus the fee from the Post Office, but because I have 2 transactions for the same invoice

Hello, Here's a question that I can not seem to get a straight answer on and I am in desperate need of some help. I use my quickbooks online mainly for my payroll and to keep my banking synced with all my records. I recently decided that I wanted to keep all of my customers and invoices logged into my quickbooks to eliminate all the paper stacking up on my desk. I figured out how to do all that, but here's my problem. When they are paid obviously all of those checks get deposited into my account and synced to my quickbooks register. So when I go into receive a payment on the invoices, how can I make it so that it doesn't go into my bank account as accounts receivable? That just makes it so that my income is doubled if that makes sense? I just want to somehow mark that they are paid for my own personal reference. So basically I am just logging all of these invoices & payments for my own personal reference trying to avoid all the paperwork.

One of my customers paid their invoice via the pay by debit card option and she got an opps it's not you it's us message that there was a back office issue and the payment may or may not have gone through.  It's showing pending in her bank but showing unpaid on my QuickBooks online account and we now have to wait for the online banking to update on Monday to see if the payment was rejected and all the time I'm out of pocket with the invoice unpaid and not in my paypal account

Hi all, does anyone know why our clients are receiving the below message?  Error - Payment wasn't successful, try again or contact your seller? This has been happening for a few days now and I've never received this before,