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D
DOA1
September 21, 2022
Question

Pop up note when invoicing

  • September 21, 2022
  • 1 reply
  • 0 views

Is there an option to have a pop up box containing special notes when invoicing certain customers?  We have customers that require certain items on their invoices and it's hard to remember them all when doing lots of invoicing at once.

    1 reply

    JessT
    JessT
    September 21, 2022

    Hi dendoa!

     

    It's great to see you posting today! I'll help you with invoicing your customers that have default items.

     

    Currently, QB Desktop does not have a pop feature that will remind you of the list of items to include on a customer's invoice. I see how much it would help you. Feel free to send a suggestion by going to the Help menu and selecting Send Feedback Online. Then, follow the on-screen instructions to complete the process.

     

    On the other hand, you can memorize an invoice for a customer that has default items. Then, use that template when you send them an invoice. You can delete or remove certain items as you use the template. Please note that this is not applicable for batch invoicing since each customer has different items.

     

    Memorizing an invoice:

     

    1. Open or create an invoice for a customer with all the needed items.
    2. Click the Memorize button just above the payee's field.
    3. Name the template and choose Do not remind me.
    4. Click OK to save the template.

     

    Use the memorized template to create a new invoice:

     

    1. From the Lists menu, select Memorized Transaction List.
    2. Double-click to open the invoice template you created.
    3. Review the items and add if you need to.
    4. Click Save & Close, Email, or Print.

     

    Please check out more details in this article: Create, edit, or delete memorized transactions.

     

    You can always go back to this thread if you need more help with invoicing your customer. Take care and have a good one!

    D
    DOA1Author
    September 21, 2022

    Thank you.  I already do use memorized transactions for my monthly invoicing.  However, still does solve my issue in remembering which customers have certain items, terms, etc.

      R
      rvrfrf
      September 21, 2022

      Thanks for getting back with the Community, dendoa.

       

      One feature I can think of which may come in handy for reminding you of which customers have certain items, terms, etc. would be your To Do List. This can store important reminders for tasks that need to be completed and much more.

       

      Here's how to create To Dos:

      1. In the top menu bar, go to Company, then To Do List.
      2. Use your To Do drop-down button and click New To Do.
      3. From the Add To Do window, choose a Type, then Priority.
      4. If your task requires another individual, tick its With box, pick a type of individual from the first drop-down menu, then the specific individual from your second drop-down.
      5. Enter a due date in its Due field.
      6. To specify a time, check the box next to Time and set an appropriate time.
      7. If you need to list details on it, enter them in your Details section.
      8. Use the Status drop-down list to choose a status.
      9. Select OK.

       

      You can also print a copy of your To Do List by using its Reports button.

       

      In the event you ever need to remove a task from your To Do List, double-click its record on the list, then update its status to Done or Inactive.

       

      You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

       

      Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

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