Have any questions for our team about invoicing?

I have a workaround on this, Martin.

Creating an invoice template in QuickBooks Online only takes a few clicks. I'm happy to outline the detailed steps with you so you'll be a pro in no time.

To prevent templates from reverting to the old one, we can set your preferred template as the default to make it permanent. Let me show you how:

1. Navigate to Settings.
2. Select Custom Form Styles.
3. Locate the desired template and choose the drop-down arrow.
4. Select Make Default.

I’m also adding this article that tackles more about the topic: Customise your invoices, quotes, and sales receipts.

Every time you create an invoice for this specific client, ensure to use the personalized template you created. Here's how to check if you use the correct template: 

1. In the Invoice form, click the Customize button in the bottom part. 
2. Select the template you've created. 
3. You can also hit Print or Preview to see what the forms look like. 

Additionally, ensure that you have a default invoice template for other customers. As a result, the custom template you created will not apply to another customer.

Did you know that you can create recurring invoices so you can use the same template? To learn more about this functionality, please click this link: Create recurring transactions in QuickBooks.

Please reach out to me again if you have additional questions related to the templates or other concerns with your account. I'd be glad to provide the steps. Have a good day!

I appreciate your interest in utilizing PayPal to accept credit cards or online payments for your invoices, wedge_eagle. Let's get started and streamline the invoicing and payment process for you.

You'll have to set up the Accept Card Payments with PayPal in QuickBooks Online (QBO) to enable your customers to pay for their invoices using a debit card, credit card processed by PayPal, or PayPal Wallet.

To start:

1. Sign in to your account as an admin.
2. Go to the Apps menu.
3. Search for the Accept Card Payments with PayPal app, then select Get app now.
4. Follow the prompts to grant permission for PayPal to connect to QuickBooks. 

After that, enable PayPal to sync PayPal transactions into our system. You can learn more about the process from this article: Set up the Accept Card Payments with PayPal app in QuickBooks Online.

When tracking your invoices, mark the Accept Card Payments with PayPal box, and your customers can use their cards when making payments. 

You can consider reviewing the details from this material to know more about the process: Create an invoice your customer can pay online.

The Community is always here to support you. If you require additional assistance while processing your invoices and payments, let me know by leaving a comment below. I'm always around to help.  

It's great to have you here in the Community, @allan20!

To add GST to your products or services, you need to enable it first. Doing so will also allow you to lodge your business activity statement (BAS). I'd be pleased to guide you through the process. 

Here's how:

1. Go to the GST menu and click Get started.
2. Under the GST section, choose the accounting method and BAS lodgement frequency that applies to your business. If you're not sure which option to choose, you can get in touch with your accountant or bookkeeper, or contact the ATO.
3. If your business is obligated to report Pay-as-you-go Withholding, select the PAYG Withholding box to "tick" it, then choose your reporting frequency.
4. If your business is required to report PAYG Instalments, select the PAYG Instalments box to "tick" it, then choose your reporting method and reporting frequency. You can also visit the ATO website for more information about the reporting method.
5. If you report any of the following taxes, select Other taxes and tick the ones that apply to your business:
   • Fringe Benefits Tax
   • Fuel Tax Credits
   • Wine Equalisation Tax
   • Luxury Car Tax
6. Click Save and finish.

Now that you're set up for BAS and GST, you can start recording transactions with GST in QuickBooks Online (QBO). For more detailed information, feel free to visit this article: Set up GST and BAS in QuickBooks Online.

Just in case you want to edit the GST settings, you can check out this article for guidance: Edit GST settings in QuickBooks Online.

If you need further assistance setting up your GST, please don't hesitate to reply. I'm still ready to help you out.

Thanks for posting in the Community, JSELL1750!

If you are using the QuickBooks Online Essentials and Plus version you can make use of the custom field option in QuickBooks Online to be able to add BILLED period in your sales form. Here's how:

1. Click on the Settings icon, and click on Custom fields.
2. Click on Add field or Add custom field.
3. Enter a name in the Name field.
4. Tick the All Sales forms or Purchase Order box.
5. To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
6. Select Save.

Then, create a dummy invoice to see newly created custom field. 

Furthermore, if you are billing your clients on a quarterly basis you can also set up Quarterly payment terms so your due date will be set quarterly. Here's how to add new terms:

1. Click on the Settings icon.
2. Click on All List.
3. Click on Terms, and click on New.
4. Enter a name, and under Due in fixed number of days you can enter 90 or depends with your invoice terms.

When you create an invoice set the terms of how long the customer needs to pay the invoice.

For reference you can also check this link: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Post again in the Community if you have further concerns. I am around to help you.

Hi toniw-penfoldpro,

Let me guide you on how to check the print settings in your sales forms. Here's how:

1. Click on the Settings icon.
2. Click on the Custom form styles.
3. Click on Design tab, and click on Edit print settings.
4. You can select Fit printed form with pay slip in window envelop or Use letterhead paper.
5. Click on Preview PDF to view print settings.

Try again to print your quote to verify. If you are using a MAC computer with Apple Sonoma operating system, the issue is due to the removal of certain framework support (that are necessary for PDF to render correctly) by Apple in the recent OS upgrade. This is impacting printing of only those PDFs which are having characters/fonts that rely on those frameworks.

This is something we don't have visibility on as this is an external . This issue is not QuickBooks application specific, and hence no fix could be provided for this for customers from us.

Please use the work around in the meantime:

1.The customer has to download the PDF to his local machine from QuickBooks.
2.Use Adobe Acrobat Reader to open the PDF document.
3.Print the PDF document from there.

Drop by again in the Community if you have other concerns. I am around to help you.

Hi there, Invoice20.

May I know what column you're referring to in QuickBooks Online? Adding additional details about this and the task you'd like to perform is beneficial in providing accurate solution. Sharing a screenshot of the page would be a great help, too.

I'll keep an eye on your response to ensure this gets taken care of. 

Hi PTC26,

Thanks for joining the thread!

As of the moment, we only have a Save and close and Save and new option when recording an invoice payment. After you save the payment, you can click on the pop-up showing on the top which says Receive Payment (amount) saved. Please see screenshot below.

Then it will open the payment you've recently save and from there, you can click on the invoice you've marked as paid and select Print or Preview.

Feel free to let me drop a comment below if you have any other questions. We're here to help you. 

Good day to you. Thanks for sharing your concern about matching a supplier credit to a deposit in QuickBooks Online (QBO). Let me provide some details to help you achieve this.

​​​​​

There's no direct way to match a bank deposit into a supplier credit, as it will not show up as a match on the Banking page. However, you can match the supplier credit to the deposit by hitting Accounts Payable (A/P) when adding/categorizing the deposit in your bank feeds.

Suppose you already have a supplier credit note, we can proceed to hit the A/P in your deposit transaction. Simply go to the Banking page if you have the deposit sitting on the For review tab. Then, add the transaction and ensure to select Accounts Payable (A/P) from the Category section and choose the correct vendor. See the sample screenshot below:

You can also edit the deposit transaction and ensure to use the A/P account.

Finally, use Pay Bills to connect the bank deposit to the vendor credit. Even though you aren’t paying a bill, this is the right thing to do as this last step is to keep your vendor expenses accurate. Here's how:

1. Click the + New button, then select Pay bills.
2. Select the bank deposit you just created. You’ll see the amount of the vendor credit in the Credit Applied field and the Total payment should be A$0.00.
3. Tap Save and close.
4.  

Additionally, you'll want to check out this article for the detailed steps in case you need to review all your vendor transactions in QBO: How to view and edit supplier transactions in QuickBooks Online.

If there's anything else about handling supplier transactions in QBO that I can help you with, please let me know by leaving a comment. Take care, and have a great day ahead!

Hello there, julnjake.

Please know that QuickBooks Online currently doesn't have the option to be bold and change the color of text in a custom field. However, let me route you to a center where you can achieve your goal in an alternative way.

Beforehand, keep in mind that QuickBooks allows you to modify the font size and color of the highlights in column headings. This allows you to personalize the style of the forms. If you want to complete this process, follow the steps listed below.

1. Click the Gear icon ⚙ and then select Custom form styles.
2. Choose the New style button.
3. Select the type of sales form you want to create a template for.
4. Go the the Design tab.
5. Click Try other colours to change the color and Select a different font to change the font.
6. Click Done.

On the other hand, I recommend visiting our Apps center so you're able to see hundreds of apps that you can integrate into QuickBooks. This way, it'll help you make a text in the custom field be made bold and the color changed.

In case you need steps on how you can view different statuses of sales transactions like open and closed invoices, you can read this article: View sales transactions in QuickBooks Online.

If you have any further questions or need assistance with managing your sales transactions in QuickBooks, please don't hesitate to let me know. It would be my pleasure to help you some more, julnjake. Keep safe and have a good one. 

A warm welcome to the Community space, @cbennett3. 

Physically mailing invoices is unavailable in QuickBooks Online. Let me share other ways to help you send them to your customers.

You have various options for sharing the invoice. Instead of mailing it physically, you can send it conveniently via email by choosing to Save and send. I'm adding the functions of other choices below:

• Save and new to save your invoice, and create a second one.
• Save and close to exit the invoice window after saving it.
• Save and share link to send an invoice link to your customer's email address.
• Save and share (WhatsApp) to keep your invoice and send it to your customer via a WhatsApp message.

Moreover, you can follow the steps below to sort your invoice list and find those that have not been sent:

1. Go to the Sales menu, then select the Invoices tab. 
2. Click in the Status column and see if the Invoice has been sent, viewed, paid, and deposited. 

Here's an article for more details about statuses that you might see: Create invoices in QuickBooks Online.

I'm adding some resources to guide you in tailoring it in the future:

• Customise invoices, quotes, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Let me know how this goes so I can further assist you with invoices and sales-related tasks. I'll be here to lend a helping hand. Have a great day!