Manage Customers and income
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The invoicing no longer automatically berings up the hours worked
If I delete the invoice I assume it will no longer appear under the Sales tab. But if I mark as VOID will I still see it and the amount I billed? I just don't want those numbers to affect my reports...
Not sure what undeposited invoices are
How can I change QBO invoices to my company cause the company details are not correct in generated invoices which are made by QB? Is it possible to change them?
I need to upload all of my paid invoices for my bas to be done
I have 10 customers on the same account and wanted all their bills on the same invoice. What I ended up with is the balance for only one customer. All but the last customer says "converted" with a zero balance which is incorrect. I cannot rebill individually to pull each customer's balance back up nor can I change the invoice. How do I undo this or re-add the billable time into separate invoices. In the desktop version, all I had to do was go back in and check the boxes for the time charge. This is not possible in the online version.
Sending invoice to clients
In the last few days there has been a change that does not allow us to change a products rate in an invoice. For example it typically sells for $1 but we want to sell to this customer for $1.10. We have to change the quantity and manually multiply by $1.10 to allow the invoice to calculate the rate. Anyone else having this issue?
On the old invoice format there used to be an option to clear all lines without unlinking the transaction from the invoice. With the new format I have to individually click on each line to delete. This takes forever when I just added 30 suggested transactions and just want to summarize into one total for the customer to see.
I need to add the logo to the Packing slip.
For example supplier invoice total is $3500, surcharge is $12, bank feed is for $3512 but invoice total is $3500
How do I change the email templet when sending invoices?