Sales & Customers
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it keeps going back to the beginning in the client list. I need to have it stay on the client I pick not starting over!!
I set it up to send for Invoice Payment Status Within Unpaid and Invoice Balance Due Greater than 7, Should I have put 37? Every invoice had a reminder sent, even those less than 30 since creation. Thank you for your assistance.
I am setting up Quickbooks and need to start the invoice numbers at 1333. Not the default.
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Suddenly show the wrong currency in the find match transaction
Income is not recording. entered customer invoice.. AR side looks fine but income side not showing up in chart of accounts
Hello, I currently create invoices in Excel as I need to track the total contract value, previously invoiced, change orders, etc. Once it's complete, I add the invoice amount to QB. Is there an invoice in QB Enterprise that can show these amounts so I can cut out the Excel step?Any advice would be greatly appreciated!!
Hi there, We have one customer who wants to pay by credit card ( at an additional cost to them).Problem I have is that now all invoices for all customers have the credit card payment icon turned on.I want it only on one customer. How do I go about fixing that so we don't have to keep changing it on other 99%? Thanks,Jo-Ann
My business is based in Canada. How do I prepare an invoice for a customer in the United States so they can pay with credit card using Quickbooks payment system?
What are the credit card fees
Would like to have options for clients to etransfer, pay visa, etc.
I want to be able to add interest on overdue invoices in order to get clients to pay faster.
I have been using the 'Share Invoice Link' feature to send payment links to customers with outstanding balances.I am looking for a way to get a list of these links, preferably with customer email, but I can't seem to find that in any reporting option. Does this feature exist?
Our company provides a transportation service and we are paid bi-weekly. Our customer pays up front some of the expenses incurred by the driver (fuel, fleet insurance, plates and permits, etc and those expenses are deducted from the payment we receive. When we receive the payment I want to create a sale recording the total revenue as well as recording the expenses we have had deducted from our total revenue. Can anyone help?
Hi! I have a problem with sales. I entered Sales Invoice in December. I received all money from bank statement throughs December 25. What should I do with money in bank from Dec 25. Should I received them through January invoice or there should be some adjustments?
Regrettably, the ‘Progress Invoicing’ feature, as implemented, does not live up to its promise. The primary function of progress invoicing is to communicate the progress of a project or line item over time. At it most basic implementation, he minimum information required must include amounts previously and currently invoiced, as well as the amount invoiced to date. It can be expressed in amount and/or percentage of progress. As currently implemented, the feature is merely a ‘fractional invoice’ based on a project estimate. Zero context of progress is presented to either the client or to the QBO user preparing the invoice. My clients continuously ask me for clarifications about the details of our invoicing. This is embarrassing for our business. In the absence of a useful progress invoice, it would be helpful if there was at least a more detailed report that we could attach to an invoice. Unfortunately, the ‘Estimates & Progress Invoicing Summary by Customer’ report o
I create invoices for my customers and request 65% down payment for every job that I do for them. Is there a way for me to add that to my invoice like "Total Due on Receipt" that is separate from "Total" it is confusing for my customers to see Total Due at the bottom that is different than the amount I am requesting payment for as a down payment. Basically I'm asking if there is a way I can add another line on my invoices that says "Balance Due Today"? Thanks!
