Sales & Customers
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Recently moved and need new invoices to show new address. When I edit in Settings it changes all the older invoices address to the new one as well.
how to retrieve a voided invoice
I work in healthcare and often clients have medical insurance that I bill directly that pays some of their costs. I am trying to show this learly on the invoice when paid in full that there are 2 different payment sources so the client is not confused.
I have made and remade it multiple times but the message field is missing when I print preview invoice. Any suggestions?
Hey all, I just spent a good 3 hours customizing my estimate and invoice templates in QBO. Everything looks pretty good with the exception not being able to send clients an E-Signature link via email to approve estimates.A workaround I have found is that if I send an estimate link via QBO instead, the clients have the option to at leave click an approve button on a web page.My issue is that if I send an estimate link, the Estimate looks way different than my customized template estimates.Can anyone else confirm that their estimates look different if they send a link?
We have weekly reoccurring ACH sales receipts and occasionally we get a disputed customer transaction for insufficient funds in their account. When that happens QB takes back the money out of our account leaving an unresolved sales receipt. QB tells me to issue a refund, but this does not clear the sales receipt. It still states disputed and the customer still owes us the money.
My Rogers invoices (and others) are on autopay. They never send a proper receipt. Is there a way I can add a watermark to the original invoice to mark it as 'paid'?
I also I have ave a customer who had a $100.00 outstanding invoice. He sent me a cheque in the amount of $99.99. How do I apply the $0.01 underpayment?
I am new to quick book.
can i change the sending email for invoices
I have configured to add billable expenses to an invoice but I annot figure out to actually how to do that.
Is Quickbooks Desktop payments available in Canada? What are my options for processing invoice payments through Quickbooks Desktop in Canada? Are there any integrations that can do this?
Each new invoice consecutive numbering?
Lost data ?
Every month when we update the banks they become unsynced and we have to log into each account. This happens with Scotiabank all the time
I have a client that has all their employees track their time using Timesheet. We use customers like projects and task tracking. I will have a top level customer created, then create sub-customers to track tasks. Each employee gets rebilled to the customer at a different hourly rate. So, if two employees are submitting time against task 1, nested under customer 1, they time gets rebilled at a different rate. (EX: 100$/hour vs 150$/hour)Is there a way, when I'm generating the invoice for the customer, to add everyone's billable time but group the time by employee? I can only group by service item.I'm interested in learning more advanced invoicing functions if people could point me to any articles or websites. Thanks.
Everything's been fine with QB for the last three years -- yesterday and today, I've had 4 clients try to pay using credit card through their invoice and receiving the message "Error - Payment wasn't successful. Try again or contact your seller." Anyone else experiencing this or have any insight?
