Have any questions for our team about invoicing?

I can help you with that, @Big Dog 100. 

QuickBooks Online (QBO) provides the option to create and customize recurring transactions such as invoices. Since you already have an existing template that you wish to use for immediate invoicing, you can just easily make use of this manually without modifying the date to set it in advance. 

Here's how: 

1. Select the Gear icon and select Recurring transactions in the Lists column. 
2. Search and select your desired template. 
3. In the Action column, click on Use. 

See the screenshot below for visual reference:

I'm leaving this article for future reference in receiving invoice payments in QuickBooks: Record invoice payments in QuickBooks Online. 

Additionally, you can set up automated reminders for your customers when your invoices are due. This feature can help you get paid faster and reduce the number of overdue payments. 

You can utilize the reply button below if you have further questions about recurring transactions in QBO. The Community is always here to support you. Keep safe. 

I appreciate you for sharing this information, @BradC13. Let me help you customize forms in QuickBooks Online (QBO). 

Since this feature is unavailable in QuickBooks, I recommend sending feedback to add this in future updates. If you have any suggestions or ideas, please follow these steps to send us your input:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.

In the meantime, we can create a new Quote transaction and add another line item by following these steps:

1. Login to your QBO account.
2. Click + New icon, and select Quote.
3. Enter the details in the required fields.
4. In the Products and services section, choose an Item in the first line.
5. In the second line, enter a space only in the Product and services section, and clear the amount in the quantity section before adding another line item in the third line.

Also, you can do the same steps when creating an Invoice transaction.

Moreover, you can check this article to learn how to set up your print settings so you can print checks in QBO: Configure your print settings for printing checks in QuickBooks Online.

We're always here to help if you have other feature concerns or need further assistance managing Quotes and Invoices in QBO. Don't hesitate to leave a reply in the comment section. Keep safe.

Hi TH1833,

Thanks for posting in the Community!

You can categorize the duplicate payment as a bank deposit and use the Accounts Receivable. Then, link the payment to the invoice by manually receiving payment against the invoice. Here's how:

1. Click on the Transactions tab.
2. Click on Bank transactions.
3. Locate and click the payment, select Deposit in the Type of transaction. Under Account choose Accounts Receivable.
4. Click on Add.

Then, let's go to the invoice you've created and then click on Receive Payment. Under Credits select the Deposit to apply the payment. Here's how:

1. Click on the Sales tab.
2. Click on All Sales.
3. Locate the invoice and click on Receive payment.
4. Under Credits make sure the deposit is selected to link to the invoice.
5. Click on Save and new.

Check this link to learn more about Handle customer refunds in QuickBooks Online.

Drop by again in the Community if you have further concerns. I'll be around to help you. 

Hi Masood,

Are you referring to adding credit card fees to the invoice? At the moment we're unable to automatically add credit card fees to an invoice. The option we can do at the moment is create a service item, then manually add it to your invoice. You can also consider a third-party app and integrate it with your QuickBooks.

To begin, these are the steps:

1. On the left navigational bar, go to Sales tab.
2. Choose Product & Service.
3. Click on New then select Service.
4. Enter the name of your service item. (Example CC Fee)
5. Select the account you'd use to track the processing fees.
6. Once done, click Save and Close.
    

Once done, add the credit card fee as an additional item on your invoice when you charge your customers with the processing fee.

Let me know if you have additional questions. I am here to help you.

Thanks for posting in the Community, Jaime D.

I understand how important to you and your customers to be able to pay the invoices through credit/debit card. The error you've mentioned is a reported ongoing issue with product investigation number INV-105220: Unable to Process electronic payments for invoices through Paypal due to error Payment wasn't successful. Try again or contact your seller. Our Product Engineers are diligently working to get it fixed as soon as possible.

While we don't have a firm timeline for when the investigation will be fixed, I highly recommend contacting our Chat or Phone Support team so they can add your company details to the list of affected users. That way, you'll be notified once there is an update or if the issue has bee fixed. 

To contact support:

1. Click on the Help menu in QBO.
2. Click on Contact Us.
3. Enter a short summary of the concern.
4. Choose Start a chat or Call us. 

Thanks for your understanding and patience while we look into this. Let me know in the comment section if you have any follow-up questions or concerns. You take care always.

I'll be glad to help you add an account description from the COA to show on quotes in QuickBooks Online (QBO), Tonkin.

We can customise your quote form and enter your desired detail in the Content section.

Here's how:

1. Sign in to your QBO company.
2. Go to the Gear icon and select Custom Form Styles.
3. Choose the Content section.
4. Select the middle part of the quote form.
5. Click the Edit Labels and Widths, then enter Chart of Accounts Description in the Description field.
6. Click Done.
7. If you wish to make this a default quote form for the following transactions that you will make, click the Edit dropdown and select Make Default.

Then, let's create a quote transaction:

1. Click the + New icon, then select Quote.
2. Select your customer and choose the Expiration Date of the transaction.
3. Select the details on the required fields.
4. In the Description field, enter the account name from the COA.
5. Click Save and Send.

I've also attached a screenshot for reference:

Once your customer accepts your quotes, you can have the option to convert them into an invoice by checking out this article: Convert a quote into an invoice in QBO.

Stay in touch if you have more questions or concerns about managing your quotes. Have a great day.

Hi Myrlene,

If you are using the QuickBooks Online Plus version, you can enable location tracking feature to add a different trading name in your sales forms. Here's how to enable this feature:

1. Click on the Settings icon and select Account and Settings.
2. Click on Advanced.
3. Click on Edit under Categories.
4. Turn on Track locations.
5. Click on Save and Done.

Once done, you can set up the location using the trading name you wanted to show in your other sales forms.

1. Click on Settings icon.
2. Click on New button.
3. Enter a location name and tick box for This location has a different title for sales forms.
4. Tick box also for This location has a different company name when communicating with customers.
5. Enter company name or trading name you wanted to add.
6. Click on Save.

Let's go to your Custom form styles and customise your sales forms.

1. Click on Settings icon.
2. Click on Custom form styles.
3. Click on New style button.
4. Click on Invoice.
5. Enter a form name and customise the template design and color.
6. Click on Done.

Then, let's create an invoice and click on Customise to select the correct invoice template for this trade name.

Check this link to learn more about Customise invoices, quotes, and sales receipts in QuickBooks Online.

Drop by again in the Community if you have further concerns about your sales forms. I'm around to help you. 

Hello, @sbajimaya. I've got a workaround for you to repeat the header with a logo and add customer details to your invoice. 

Repeating header with logo and customer details to your invoice in multiple pages is currently unavailable in QuickBooks Online (QBO). As a workaround, you may consider downloading your invoices. Then, manually add the header, logo, and customer details to your spreadsheet according to your preferred setup. 
 

Additionally, you can check this article for complete guidance on how you can record sales transactions efficiently in QuickBooks: Record invoice payments in QuickBooks Online. 

Please let us know if you have further questions or concerns with your invoices or any other QBO products. We're always here to help. Have a good one.

Thank you for choosing QuickBooks. Let me help you create templates in QuickBooks, Southy.

Invoices will look different depending on the experience you're using or whether you're using the old or new experience. With the new layout, you can already personalise forms while creating invoices at the same time. However, any changes or additions to your invoices will be applied to existing and future ones. 

If you want to create a new template, you can select New style under the Custom form styles option. To do so, see the steps below:
 

1. Go to Gear icon and then select Custom form styles.
2. Select New style.
3. Select the type of sales form you want to create a template for.

After that, customise the appearance. Here's how:
 

1. Select the Design tab.
2. Give your template a name.
3. Select Change up the template to choose a layout. These layouts are fixed.
   

Once done, you can choose a different template if you want it to be in a different format for specific customers. 

On the other hand, you can use the Location Tracking feature if you want to create templates with different company names. This allows you to create multiple invoice templates with unique company names and addresses. 

First, turn on the feature so you can create a location. To do so, follow the steps below:

1. Go to the Gear icon and select All lists.
2. Look for Locations and click on it.
3. Click New in the upper-right-hand corner.
4. Type in the name of location.
5. Check the box for This location has a different company name when communicating with customers. Then, type in the name of the second company.
6. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the address.
7. Enter the name of the second company (Repeat this with the other company).
8. Click Save.

Once done, the system will automatically choose the name, contact number, and address that you've provided once you select the location. 

Additionally, learn how you can record sales transactions in various ways. To know more details, read this article for your reference: Record Invoice Payments in QuickBooks Online.

Post your comment below if you need anything else or if you have any other concerns. The Community is always here to assist you.

Hi cvo1,

Thanks for posting in the Community!

If you've applied or match the overpayment to the invoice, the overpayment itself will serve as a credit that you can apply to future invoices.

If the overpayment is shown in your Bank transactions tab, you can click on Find match option to apply it to the invoice. Or you can categorise it under Accounts Receivable account and select the customer to apply it to.

When you're ready to apply the credit to a new invoice. Here's how to:

1. Click on +New.
2. Click on Invoice.
3. Fill out other information and click on Save.
4. Click on +New.
5. Click on Receive payment.
6. Under credits the overpayment should show to apply.
7. Click on Save and close.

You can also check this link to learn more about: Handle customer payments in QuickBooks Online.

As always, you can reach out to our Customer Care Team if you need further assistance with the steps. They'll be able to pull up your account in a secure form and help record the overpayment.

Post again in the Community if you have further concerns.