Sales & Customers
Recently active
How can we images that are clickable to our invoices? We have these in our regular emails and they should certainly be in our invoices as well.
Original commenter did not share additional details
and does this affect previously entered sales receipts?
The error message "Delivery issue" comes up and it says the email address is wrong when it is 100% correct.
How do I set up recurring invoices?
I've tried using pricing rules but the customer doesn't actually see their discount amount that way. I'd like to see if there's a way to have QB automatically put the (flat $ or %) discount on every invoice or estimate - so I don't make mistakes and forget to give our best customers their well-earned discount.
I signed up for a free trial on June 21 and cancelled it the same day as the product was not appropriate for me. Intuit refused to refund the initial charge of $5.98! Very sad a company with a great reputation did this. Extremely low in my opinion. Has this happened to anyone else?
How do i print a line item invoice
I have several SO's that contain same part number. I invoiced 1 of these parts against the wrong SO. I was able to update/change the PO/SO on the invoice to pull the correct part from correct SO. (I just changed the PO field and SO field to correct #'s) All my totals are correct for this part, but the SO that I originally invoiced against, is still showing in the backorder and the invoice column, the amount I invoiced.How do I get these bo/inv numbers to go away on this SO?
want to add a new donor name and address
Creating Customer Statements help please. When I create customer statements in QBO, everything is as it should be until I change the date range for the statements. At this point, when the page refreshes, I lose the check boxes alon gthe left side that allow me to select the statements I want to print. Sales > Customers > Select Customers > Batch Actions > Create StatementsSelect Stmt Type > Choose stmt date > Select date range > Apply.... at this point I lose the left side check boxes and can no longer selects the statements to print.
How to record Bank Charges when receiving payment from the customer (Bank account is not connected with Quick Books)?
I recieved a15 percent deposit on a job. How do I work this into my invoice?
We are a charity that received donations regularly. Has anyone been able to customize the sales receipt for issuing donation receipts? Ideally we would like to issue one statement at the end of the year for all donations received from each donor rather than multiple receipts during the year. I wonder if sales statement can be customized as a donation receipt?
The status on my invoices is “not sent” nothing has changed on my end. I tried resetting my email and the suggested actions.
My QuickBooks online on Android, invoices are not showing as sent or even viewed, if I go on the computer they show as sent. What's wrong? I've refreshed my data already and resent a number of times.
My pay period is set to one month at a time and if I hit approve it locks my employees out of creating new time entries until the next month
After the invoices are already created and they were not checked with "Email Later." Is it possible to check multiple invoices for Email without having to go to each invoice individually and mark it?
