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user09036
May 13, 2022
Question

How to get QBO not to add client's invoice totals together when sending invoice by email? This confuses all our clients. We have to send PDF invoices manually, annoyingly

  • May 13, 2022
  • 1 reply
  • 0 views
Clients have multiple projects on the go with us, for example. If i send a new invoice, the email they get shows that invoice total added to whatever other existing amount. every single client gets confused by this, because it says the correct invoice # but then shows a total that doesn't match/is way more than it should be. Is there a way to fix this? Its so confusing for clients, we tell them to ignore the QBO emails and only take the PDF we email them as accurate, but i am getting so tired of having to explain this all the time! People freak out when an invoice is several hundred dollars more than it should be.

1 reply

A
Alex M
May 13, 2022

Hi there user09036,

 

It's important that your information be entered correctly so that your customers get the correct information, QuickBooks Online is a great tool able to help you create ad send invoices to your customers. I can provide some information about invoices.

 

One thing to make sure you have turned off would be the option to show the account summary on the invoice. You can do so by going to the Gear icon, then Custom form styles. Click on the form style used for your invoices, the Edit. Go to the Content section, then select the section in the middle of the preview page showing the line items. Make sure the option Show On invoice under Account summary is turned off, as this shows them a summary of prior invoices and transactions.

 

If that doesn't help with removing the unwanted text or it's already not checked, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view your transactions and settings with you in a secure environment to help you get the correct information on the forms. You can reach out to them using one of these options:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

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