Manage Customers and Income
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We use classes to specify cost centres and do reporting. However, importing classes is not possible and therefore requires duplication and potential human error. When will this field be included in the import format?
Tried to edit on Custom form styles but it appears as if the option is not available.
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I want to allocated rep codes to each customer.
IM NOT ANSWER
We are a private school in Africa using QB desktop (currently the 2010 version). I want to begin to use QB to invoice parents the annual tuition fees and track those payments in a more cohesive way. Normally I send an annual invoice in excel that gives the annual fee and then details the 5 payments that are due through the school year showing the amount of each payment and the due date. I would appreciate knowing how best to set this up in QBs. Thanks
How do I change an allocated payment to the correct amount?
I want the invoice end to include account after TOTAL SUB TOTAL VAT TOTAL ( ACCOUNT) Balance due
I want to be able to see at a glance what the invoice is for. So for example, if we've quoted for multiple webinars, I want to be able to see a topic of the webinar as a title of the invoice without needing to open the invoice itself.
PLEASE ASSIST
I need to match credit amounts to a debit amount for a customer. How do I do this?
