Manage customers and Income
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It appears that this field has not be made available in the standard templates creator.
When I raise an invoice and attempt to send it, I am receiving an error message saying that the delivery has failed, that the recipient's email address can't be reached.
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We do fencing works and the initial quote is usually requested by one neighbour but deposits and final payments then split between two neighbours.
is there a service invoice
I have two businesses with seperate email addresses. I need a template for both but with different emails. I find when I change the email address it changes across both templates.
I don't want to end up with duplicated invoices. I just want to use the scheduled one in advance.
After reading multiple answers about tracking refunds, I am still not clear on the best way to process refunds and ensuring a correct effect on customer balances. Example:1. create and send invoice for 100$. Customer statement shows 100$ "open".2. receive payment for invoice, for 100$. Invoice is showing as "Paid", payment is shown as "Closed", customer statement shows a balance of 0$3. something changes in the work commissioned, so the invoice now is changed, to 80$. The payment status is now "Partial", because only 80$ of it are applied to the invoice. Customer statement shows -20$ "open". In other words, the customer has a credit of 20$.4. The customer does not want a credit for future use. He wants to be refunded in cash now. So to track this in QBO we click on New>Refund receipt. Total amount refunded is 20$, "Refund successfully issued". However in the customer statement, the payment still shows as "Partial", and the balance is still -20$ "open". It looks like if a n
Everything was working and then eveything wasnt? Can QuickBooks credit my account>? What should I do? Should I switch providers is this an easy fix?
I need to restore an inactive customer who has no balance
I am importing invoice data in a CSV file from a CRM. The files contain the Customers First and Last name. When importing the name populates in the Customer display name. I have update the customer contact details and added a Parent customer. When importing subsequent invoices QuickBooks does not recognise my previously added customer and adds a new one.
We don't keep all customers that get exported from service M8,so i need to be able to deactivate them once i have processed invoice that comes through from service M8. the button i pressed as of yesterday has disappeared since the upgrade over night of the edit section
Quite simply I cant match a sales receipt to a bank deposit anymore
I haven't changed details or banking lately and others transferred successfully earlier. Could it be a bank issue?
