Skip to main content

1 reply

AlexV
December 19, 2021

Hello dermothoran-gmai!

 

I can show you how to see the list of invoices and how they are sent.

 

QuickBooks Online doesn't have a default column we can add to reports to show how the invoices are sent. What I can suggest is to use a custom field.

 

Follow these steps:

  1. Go to the Gear icon and select Custom fields.
  2. Click the Add field button.
  3. Enter a field Name and check the All Sales forms box. Do not turn on the Print on form.
  4. Tap Save.

 

When you create an invoice, you'll see the new custom field. You can enter from there if you sent the transaction by email or WhatsApp.

 

Then, you can pull up the Invoice list report from the Reports menu. From the Group by drop-down, select the name of the custom field you created, then click Run report.

 

Check this link if you need help in recording invoice payments: Record invoice payments in QuickBooks Online.

 

Our team is always here if you have more questions. Take care!