Getting paid

Hi, I'm trying to create a new invoice for an existing client. For some reason it keeps adding a 'partially paid' deduction from the invoice total from 2019, even though this isn't the case. I've no idea why it's doing this or how to remove it to allow the full total. Help!

I have just started using Quickbooks and need to set up the following type of invoice: Materials total (supplied by us with VAT added - to be reported on our PL when payment/s are made) Fitting (paid directly to a fitter with no VAT added, not CIS registered/self-employed - not to be reported on our PL as we don't receive this payment) Total (for materials and fitting) We also need to take a 50% deposit for the materials before we order them and then take the remaining 50% payment before we undertake the job, so I'd also like to know how best to take and handle these two payments and send a reminder to the customer for the last 50% if they have not paid).

Ive issued an invoice to a customer with a due date 5 days out and payment to be collected by direct debit.Unfortunately (might not be the right word here), the customer has paid immediately by BACs.How do I intercept the DD to stop payment stop being taken again. As due date is 5 days out, the collection request has not yet been passed to GoCardless by QBO.Thanks

I am raising Invoices for Etsy and Ebay sales on a monthly basis and these are going into the Debtors account.  Then Etsy and Ebay pay us amounts received for sales on a weekly basis.  These received amounts obviously do not match the invoices as there are various overlaps on the system.  I am now left with lots of invoices and lots of payments and I would like to start clearing some of the invoices but I don't know how to do this.

Hi everyone I'm new to Quickbooks although I have used another software for many years. I was previously using Kashflow and when I sent out an invoice, a pay online button was added allowing the recipient to pay with ease, this was linked to Stripe. I understand I can do the same with Quickbooks but one thing that annoyed me is when I receive the payments, Stripe always took there fees before depositing the funds into my account, this makes is hard to tally up and required manual work. Is anyone using this kind of service?What provider do you use?Do they deposit the full amount and then take fees?What are their fees? Don't get me wrong, I try to encourage bank transfers but people are lazy and it's far easier to press a button without having to login to their account so I like having that option which people tend to use a lot. 

Hi, my clients bookkeeper has made an error and submitted the proprietor as an employee for the full year and obviously he shouldn't have been. How do i amend a previous year please?

Hello,Can anyone help me with invoicing please. I have customers who have multiple sites all of which need a separate invoice. For Example Customer 1, might have 20 different sites that we maintain several times a month. Each site has the same billing address but each site needs it's own invoice each month, showing which site the invoice is for. I use excel for the invoicing and have to use a 3rd party app to bring the information through to quickbooks, using "invoice message" as the site address. The quickbooks import function does not allow me to do this.  Is there another way that anyone can think of? I don't want to have to pay for another years subscription to the 3rd party app which is due to renew in July.  Thank you for any suggestions! 

I have already opened a ticket on this but am getting nowhere and have been told "that's just the way it works" and its due to QuickBook payments being removed and that i should leave feedback for the developers. I find this pretty unbelievable! When customers choose to pay invoices directly they are presented by default with an option for Credit Card, Debit Card or PayPal. If the customer chooses Credit or Debit card they will be presented with the error. "Error you can try again, or come back later and try connecting then" How can I either make these options work or remove the options so that the only option available is PayPal which does work.

Hi there,If I raise an invoice after the customer has paid the deposit and send the invoice showing this. Where would I allocate the deposit to? For example, invoice total is £100 less deposit of £10, so total due on invoice is £80. However total payments received are still £100. Would I have to raise a separate deposit invoice, to allocate the payment to? I'm just wondering if there is a way to show both payments received against the same invoice, rather than having to raise more paperwork?Many thanks

I want to create remittance advice slips for my customers, but the "Sales Receipt" form in QB does not include the customer invoice number on the form.How do I show their invoice number so my customer knows which invoices I have assigned their payment to??

I have always taken partial payment upfront, but quickbooks has no option for me to apply a partial payment to an invoice. 

I would appreciate some pointers.  Is there any way I can see my emailed receipts to clients? 

I'm not sure how to allocate my income (taking wage) as a sole trader.. I've been selecting owner withdraw. Is that right? 

My business is predominantly on a billable time basis with clients on (e.g 3 months) contracts. As such my invoices are always for time and I use the Weekly Timesheet functionality in QuickBooks to track this. However, I've noticed an inconsistency in the way that QuickBooks tracks hourly rates and the number of decimal places you can use. This is then causing me problems with my invoices with rounding errors. To help explain. In QuickBooks these are the differences when it comes to decimal places:Invoices - 3 decimal places (maybe more, I haven't tested)Service - 3 (or more) decimal placesTime - 2 decimal placesEmployee Billing information - 2 decimal places ProblemIf I first record my time, let's say 8 hours a day, for 5 days a week. I would create a weekly timesheet that has a total of 40 hours on it. Let's also say I earn (random number) £125 a day. If I record the billable time at this point I would therefore book (£125 / 8) 8 hours at £15.625 an hour. However, the

I just signed up to use QB Merchant services and I cannot get it to link, it shows account inactive. Any help? I have had several account through upgrades and have used the credit card system in the past.   

Hi, I'm wondering the best way to take a deposit from someone in quickbooks. Say I book in a job which is £1000 I take a 50% deposit (£500)  two weeks before I start.How do I send something in quickbooks  to the customer asking for the £500. I understand how to send an invoice and include the deposit already taken added to it but not how to send something asking for the deposit money.  Thanks in adavance Rob.  

Is there a full list of import templates (mainly for payroll and employee information) that I can look at to see what's available?  Found the employee details one which is really helpful.

Importing some employees and I'm getting these validation errors but I can't see the fields on the csv: Error validating pay run settings: 'Default Pay Cycle Id' should not be empty.,'Default Pay Category Id' should not be empty.,'Default Location Id' should not be empty.

How do you adjust payroll when an employee has a day or half day sick and requires a deduction in pay? 

HiApologies in advance but I’m new to all this despite being employed for the local authority for 30 years up until recently. When lockdown began back in March I was asked by quite a few people to do some online teaching. I did this and then realise that this could be a new career for me.Yesterday I finally got round to registering with HMRC and I want to get my accounts in order. Because of lockdown and the fact I didn’t want to give my personal bank account details to my clients I was paid via pay paypal. I then transferred this money into my normal everyday bank account. Due to not having my code yet I am unable to open a business bank account but have managed to open a post office savings account. - Is it okay to have payment records as PayPal payments? - Is it also okay to now send receipts to customers albeit, these are backdated? I just want to make sure that everything is above board . Many thanks and apologies for being such a novice!

  For entrepreneurs, here's a topic that comes up again and again: pricing. Figuring out how to set (or adjust) what you charge for your products or services is a conundrum that just about every small-business owner faces.   Entrepreneurs selling a product like handmade jewellery or baked goods may be able to use a relatively straightforward mathematical formula along the lines of materials + overhead + time = price to determine their magic number. But for folks offering services – tax accountants, bookkeepers, social media consultants, brand strategists and graphic designers, for example – price-setting can be a little (or a lot) more challenging, especially when their “product” is less tangible than a delicious scone or sparkly earrings.   We've turned to some enterprising entrepreneurs to identify key pricing challenges – and, more importantly, to share some key strategies for solving the all-important pricing puzzle.   Charge with confidenc

 A recent client of ours asked us if it were possible to create terms for an invoice that would allow them to make it payable 30 days onwards from the end of the month the invoice was raised. For example: creating conditions where an invoice made on 07/05/18 would instead be due on the 30/06/18 as opposed to the 31/05/18. How? 1. Firstly, go into your QuickBooks account and select ‘Account and Settings’ found under the ‘Company Cog’ in the top right corner. 2. Navigate to the ‘Sales ‘option on the left-hand side, click on ‘Sales form content’, select the drop-down menu option to the right-hand side of Preferred invoice terms’ and then select ‘Add new’. 3. As seen below, start by entering in the correct name for the term you are using, which in this case would be ‘30 days from the end of the month’. 4. As you want the invoice to be due by the last day of the month, select the option ‘Due by certain day of the month’ and enter ‘31’ into the first box.&n

My bank details are not showing when you print my invoices sent from Quick books.  Can someone fix this for me?

Raising the price for your goods or services can be daunting. What if you lose your valued customers as a result? On the other hand, you need to turn a profit if you're going to stay in business, so sometimes a rate-hike is a smart business strategy.   Tell us: Have you ever raised your prices? What happened? In the long run, was it a good or a bad decision?

    We’ve already shared some tips for invoicing like a pro to help you get paid faster, strengthen your brand presence and make you the first person a client calls to get a job done. Here, we’re giving some advice on upping your invoice game even more.   Embrace new technology There are so many digital technologies at your disposal today that make life easier for both you and your customers. Here are a few you should add to your invoicing strategy.   A financial management platform—like QuickBooks—makes it quick and easy to create, send and track your invoices online. And it will minimise payment hassles for your customer Mobile payments—Speaking of painless processing, mobile payment technology lets you swipe a credit or debit card anywhere, any time. On-the-spot payment (no invoicing required!) is particularly useful for small business owners who deliver products or services directly to a home or office Cloud storage—You may be planning a much-deserved beach ho