Manage customers and Income
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When a client sends a check to pay their invoice, the email template that is in QBO is not professional and WE CANNOT change or edit it. I want to send an email with a receipt that doesn’t leaked me look like an idiot business owner.
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Attached is the invoice layout produced by you in February 2020 and an actual invoice sent to a customer from our Quickbooks. As you can see the invoice appears to cut off too soon and the payment details are set up on 2nd page. We have updated the invoice style as per attached document “Sadler1_SS” however, we would like to make a few more modifications and not sure how. We would like the second section of the invoice ie Invoice To, Invoice No, Terms, Date and Due Date move up two line spaces closer to heading. Also the product information to be moved up two line spaces closer to 2nd section and the final section ie payment details moved down two lines from balance due. Also when I tried to upload as template, the invoice number did not populate.
terms Net 30 invoice date 0 9/10/2020 Due date 09/10/2020
