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nicktowyn
March 5, 2019
Question

Invoices

  • March 5, 2019
  • 1 reply
  • 0 views

I am currently doing a trial of QB Self Employed and find that the invoices are not sophisticated enough for my clients. 

1) I need two different styles, one for Insurance Companies and Health Trusts and another for direct patients.

2) Several clients insist upon dates for each service provided

3) Most business clients require their reference/approval number to be quoted.  Surely a Purchase Order or similar field is standard to most invoices?

 

All easily done in 'Simple Start' desk top.

1 reply

JamesC
JamesC
March 5, 2019

Hi Nick,

 

You'll have to use the simple start product, to get the functionality you are looking for.  Effectively, the Self Employed product, is there to help you fill in a Self Assessment Tax Return, and provide other useful, albeit basic, business functions.

 

More advanced features such as multiple invoice styles, custom fields on invoices, i rarely see a purchase order field on invoices (titled as purchase order) - i see "Supplier Reference" moreoft, however you can utilize this using the custom fields function in our Online Packages.

 

Finally, if you do need to create a Self Assessment Tax return, but want the functionality that Simple Start, you can have an accountant set up your Chart of Account to match the Self Assessment tax return categories - we can't support you to do this.

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