Manage Customers and Income
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How do I add terms and conditions to my invoice?
Whenever I make a new customer, I can no longer search for them using the quick search feature on the customers page. I've tried first name, first and last name, phone number, email address.. QuickBooks knows that there is a customer with that name, but only selectively. If I quick search them they don't come up, but if I go through my customers one-by-one, I can find them. And if I try to create a new customer with the same information, QB knows that there's already a customer with that name. I tried making a test customer to see what would happen and same thing. I can't search for it. This is a big problem. And it's like it just suddenly out of nowhere happened. Anyone have a solution?
I tried to print delivery notes after I create the invoice. But I am not quite happy with it, I would like to add on the customer as receiver name and signature. Even, the stuff before out of the premises, I would like the security check and the stock controller checked signature to prevent the stuff out without secure. It will be perfect the driver can be signed as well by showing who is the delivery guy on this order since I got different driver.
Do I need to upgrade to get it. (I had to do that on my current desktop version: Only changing to online because my send forms email stopped working and i cannot get it working again)
I want to move invoice item 205 to item 35
I would like to add additional terms and conditions on my quotes and invoices and there is not enough space in the footnote and message box.
I send the Quote to my customer then he send the order number If he award me the job. That order number must appear on the invoice.
I have invoices documents that were issued to customers and I have uploaded them, so I would like to match them to the receipt payments of those invoices
I've added a custom field called "Order Number" on all my invoice templates. I wish to sort the invoices according the the order numbers, like I used to do. Now I can't?
Multiple customers billed to on one invoice to one parent company
I want to setup different prices for different customers but cant because price rule is not available for my region(South Africa) please help
My client knows exactly which invoice is being paid for, why does the bank reconciliation not immediately bring this up as a match?
Recurring templates execution date is today. Worked perfectly 1st July
In the Quickbooks program you had the option to filter and see unsent invoices. However, I'm not able to locate this function on the online version. Hope someone else are able to direct me.
I am uploading products (+/-1000) via Excel in bulk and want to also link the individual products with a preferred supplier. Individually I can link it, but cannot seem to do it with the upload. Doing it manually will simply be too time consuming.
