Sales & Customers
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In the recurring invoices, I set my invoice interval as the 2nd day of each 1 month and to be created 1 day in advance. I assumed the "created 1 day in advance" did not mean send that day - but rather an opportunity for me to review them before they are sent. Does it mean that's the day it is sent? If so, this could be worded better!
Hi, i'm invoicing customer with terms as "50% deposit, balance due on delivery". in order to give customer a more clear idea about the payment terms, i have to attach a statement along with invoice so they won't get confused about the payment terms.my question is, how to create a invoice as below:item: taxation book $50HST: $0.00total: $50.00deposit due: $25.00thanks and any answer will be helpful!!!regards
We have received numerous complaints from customers because the amount shown in the Reminder email includes amounts that were paid after the invoice in the Reminder was created. Is there any way that the Reminder email only refers to currently outstanding invoices and not what was outstanding at the time the invoice was created?
There is no option to remove this in the edit forms section.
I currently have a QB Desktop Pro and would like to link it to my QB Payment account to accept credit card but whenever I try to, it shows me "Cant reach this page". I have tried doing this 2 ways: 1.) is through Customers > Add Credit Card Processing > Link Merchant Account to company file2.) Home > Receive Payments > enter credit card info > process visa payment when saving > Link to an existing Quickbooks payment accountBoth goes to a page saying "cant reach this page" or "navigation to webpage was cancelled" Is there any way around this so I can accept credit card payments?
Hi,
The Executive director has a credit card attached to our business, but it is in his name. He would like to pay some invoices with it. I am worried that the invoice will not be listed under the supplier and could be paid in duplicate if an invoice is mailed to the office. Is there a way to record the payment in Quickbooks Supplier account without affecting the supplier balance? Do I have to add his Credit Card as an account on our books? The name on the card is not our business name. Thank you
Newbie here My sales are imported from Square. Some transactions come through as "square customer" (not everyone remembers to add the customer name to the sale). When I try to edit the customer name from 'square customer' to the correct person in the sales receipt, (from 'bank deposits'), I receive the message "The transaction you are editing is linked to others. Are you sure you want to modify it?" I select 'yes' and receive: "Something's not quite rightThis transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first." Can I 'undeposit' this to make the changes without having to delete the transaction and manually input the deposit again. (the deposit matches the sales and associated fees per transaction and I don't want t have to manually input these lines again). NOTE: The deposit that contains the sales receipt I am trying to edit has NOT been reconciled.
I have QuickBooks online , and QuickBooks payments. But I cannot accept debit cards, Apple pay, google pay etc. I tried buying online for credit card readers but seems like Canada is not supported. Any solutions?
I'm wondering if there is a pre-authorized payment form that I can provide to customers to submit their credit card information and signature. At one point I remember it coming up when I added information to someone's customer profile that they needed to sign this form but I have not seen it since. Thanks,
I have updated the company address but it hasn't changed on my invoices.
My client mistakenly entered a lesser amount of the cheque deposited which left the customer's account with a balance. The invoice was for the amount of $442.40 but client deposited it at $422.40. The customer's bank charged the correct amount but our bank reflected only $422.40. How can I reconcile this so I can match the transactions with the bank? Thank you for any insight!
When I Receive Payments for a particular customer against an invoice, for some reason it isn't marking the invoice as paid. As such, I have a ton of "Past Due" invoices for this client even through they've all been paid. These don't show up in the running balance for the customer, nor do they show up on any A/R report. I only noticed it because when I go to receive another payment, the list of "unpaid invoices" goes back to 2017!When I go to the Customer Center and click on that customer, I can find the original invoice which shows the full payment applied with $0 balance due (but is still stamped PAST DUE). I can also find the original payment and when I click on that, the screen shows the original amount of $7,500 but an amount due of $15,000 and a payment of $7,500. If I click on a different payment, I can still see the big list and the amount due has reverted back to $7,500. Something is doubling the amount due column when I go into the payments.I tried the online chat and we ran F
