Sales & Customers

Original commenter did not share additional details

How do i refund a customer's credit card?

the subcontractor was used to finish a job that was invoiced to a customer

I would like that a user has only access to create an invoice

I am very new to quickbooks, still figuring it out.If I follow these steps to create an order acknowledgment form by customizing the estimate form.Will this then override the estimate form?

Can I add a late invoice payment fee for customer invoices

I am looking to configure auto payment for my clients. Each and every invoice which is generated for client should be auto paid and it should use Quickbook payments. Also let me know what would be the charges for getting money through Quickbook Payment method.

I have the display set to Company Name, but when I create an invoice, it pulls over the Name and Company name, so I have to delete the name each time. Or do I just put their name in the notes instead of the Name field?

Original commenter did not share additional details

Help with  invoice

How to include hold backs on invoices

How do we remove the discount column and add hold backs to my invoices?

Original commenter did not share additional details

How do I set something up to give a Customer the choice to make a prepaid appointment?

When recording several payments, it would be amazing to have the customer name show to ensure accuracy.

Original commenter did not share additional details

We made a sale and the client paid in cash. I put his invoice as paid. However not all the money for the invoice was deposited in the account. How do I record that?

Original commenter did not share additional details

Original commenter did not share additional details

Hi I can't create payment link for customer to pay there invoice

I have set up recurring monthly invoices for my clients, and I have set up online payment, which I know works as my clients have been using it to pay with their credit cards. However, when my clients get their emailed invoices and click through the link to pay by credit card, they get the option to save their credit card for future use, but not to set up autopay.I have a QuickBook Essentials account. I have followed everything in the below instructions and I have not been able to make autopay show up as an option. I need some help figuring out why.https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/set-autopay-recurring-invoices-quickbooks-online/L4R4t6gVS_US_en_US

Original commenter did not share additional details

Original commenter did not share additional details

My customer want to pay by Amex card , but I am unable to find this card option? Can any one guide me how can open option for Amex card ?

Original commenter did not share additional details