Manage customers and Income
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In most invoices it is important to have the correct order of lines, for customers to understand their charges and to see like things together. At the moment, the lines set on screen are rearranged when printing. Currently I have to take a pdf copy and put it into edit mode and manually move the information around. I can't then send out the invoice from QBO either so I have no tracking.
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This has only recently happened as I was able to include and exclude Inactive Customers as necessary in the past. How can I make it the same as previously?
My customer regularly has problems with Amex card payment getting rejected
Following customer feedback and internal development, we’re making some exciting changes that will improve the invoicing and quoting experience in QuickBooks Online, helping you get paid faster. From around mid April onwards, some customers will move to a new Invoicing view which will allow you to: Customize invoices and quotes instantly Preview invoices as PDFs or emails Get alerts for quote acceptance and invoice payments Track and manage invoices and quotes in one place Don't worry, you and your clients can still use the old invoicing layout in QuickBooks for the time being. We are slowly rolling this out, starting with Simple Start and Essentials customers. Read more in our Self Help Article. Do you have questions about invoicing? Click Reply and comment below with your question - let us know if you have the Classic Invoicing or the New Invoicing and Quotes experience too. Take a look at how the new experience will look in this video of the US
We’d love to support you on your journey with invoicing. If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts. Hopefully, you’ll help other QuickBooks users with the same questions out in the process! Did you check out our Customise invoices, quotes, and sales receipts in QuickBooks Online help article?
Hi,I am trying to process a customer (donor) refund. I have created the refund receipt and paid the client. Now that I am reconciling the bank and matching transactions, the payment is showing in the bank statement but not showing up in the matching transactions to match it to. The customer account shows the correct owing amount etc. I'm at a loss.Thanks
I can adjust gst amount manually but everytime i go into the invoice to look at it etc the gst autmatically changes back to a smaller amount.
Apologies for all the questions on forms but it represents our business and hence we are very fussy! :-) Statements It appears as though we cannot create our own and have to use the QB template. Is there any way we can change shading in the heading from blue to another color Purchase ordersCan we change the shading from blue to another colorCan we remove the approved by and date signature block And on both forms.. can we change the position of our company logo from right to left?and select different logos Thank you!. Sorry once again for inundating you with messages. Appreciate all the support
We’d love to support you on your journey with all things sales receipts. If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts. Hopefully, you’ll help other QuickBooks users with the same questions out in the process!
the codes I received to link paypal are not being accepted
My sales dashboard figure is incorrect. It is $757.90 more than the sales amount in the profit and loss report for the same period. The $757.90 is for an invoice amount paid by a customer twice in error. It was allocated as a deposit to accounts receivable and has now been refunded and accou8nts receivable now back to $0. Why does the dposit of $757.90 get included in the sales dashboard when it is not applied to an invoice and has been refunded?
