Manage Customers and Income
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We are a company delivering physical netball coaching sessions with 800 players coming for sessions every week. We have 4 terms per year so around 800 x 4 = 3200 sales and every sale can be multiple services and products. Customers pay by PayPal, Credit card and PayNow (Singapore) and bank transactions and sometimes combine different products and multiple players’ payments (siblings together for discounts, etc.)QB has a sales receipt functionality which adds one or more transactions to QB. However, when a payment comes in the match must be completely and exactly the same as the sales receipt, which is impossible as my customers might pay with different payment methods and multiple transactions will add up to one sales receipt. Also, QB takes the sales receipt date as transaction date which is a big mistake for a system as QB. The sales receipt will mostly be sent after the payment date when we have confirmed the payment has been made. We do not send invoices and we have a website where
We are a company delivering physical netball coaching sessions with 800 players coming for sessions every week. We have 4 terms per year so around 800 x 4 = 3200 sales and every sale can be multiple services and products. Customers pay by PayPal, Credit card and PayNow (Singapore) and bank transactions and sometimes combine different products and multiple players’ payments (siblings together for discounts, etc.) No functionality to send sales receipts for bank transactions.QB has a sales receipt functionality which adds one or more transactions to QB. However, when a bank transaction comes in though the bank links, we like to send a sales receipt directly based on the transaction and combine several transactions into one sales receipt. QB lacks this functionality totally and there is a super complicated solution on YouTube which we are not going to use as QB should make our lives easier.As this is a very simple functionality to build in QB, the question is why it is not available
We have monthly 1000 payments coming in for our services without sending everyone invoices and just want to send them quickly a sale receipt. QB seems not able to do this which is a bit of a disappointment. we have seen the video of a very complicated booking and invoicing process after the deposit is done and we are not able to do that for 1000 deposits every month.
I really need to customise my delivery note with extra remarks space. How can i do it?? I really need it, if not whats the point of me using the qbo? How can i just import invoice template but the delivery order cant follow that?
Can customer's email address QBO changed automatically after we updates its account detail?
I want help for how to input SGQR image for the sales invoice
I need to record payment out of the retainer received which is a trust liability account and relates to the customer
is there a function track expenses and items by customer ?
Cannot save during estimate
Hi. Can you help me access my customer and invoice list
I am mostly on the move. Sometimes, sending an invoice through email is not viable. Some customer would rather receive invoices on their messaging app.
eg. Project A has numerous clients
How to remove oe of the payment method
i've been creating invoices from estimates since day 1. but after the recent upgrade i can't create invoices from existing estimates. it also doesn't show me how much from the estimates has been invoiced.
