Sales & Customers
Recently active
I'm just getting a blank list
How to move clients from one email address to another?
Original commenter did not share additional details
I have raised an invoice for the services provide. My client has made a payment but he has deducted $18 for service charge and made us a payment. How do I record this $18. If I add this as discount it messes up GST/HST amount. Example as below: Invoice for Service Amount : $1000 GST13% $130 Total $1130 Service Charge Deduction $18 Total Amount Received : $1112 So how do I register $18 deducted as service charge by my client.
Trying to print an invoice after billing on certain items from the actual quote. When I go to print the invoice, the pages just keep spooling until I finally use Task Manager.Have called QB Support and nothing he tried helped the problem. I was asked to delete the invoice and redo. This still did not help. I have printed the invoice before this one with no problems and well as did a test invoice on the next #.This will be the 2nd invoice on billing from the quote. I have figured out when I go from the Quote to asking it to invoice the certain items - my QB goes through a whole variety of different screen viewings until it finally stops at the invoice page (like a virus does if you're on a web page). Sorry to hard to explain but nothing as helped the spooling problem. I could do an invoice by just noting the items but this is a large job with billing percentages at different times and the Create an Invoice from Quote should work.
The majority of my clients are within Canada, however, I do have clients in the USA and I do bill them in USD. My process is to choose a US client and create an invoice, the system populates the clients info and it shows it is a USA client. When I enter items that were sold to that client the prices are shown as generic however they are actually suppose to be in USD.How can I show that the prices, based on this being a US client are US funds?How does the system know when the payment is made the conversion is made to CDN dollars form the US payment (which has fees removed)?This may seem basic to others but this being the first time I am doing this its very "foreign" to me.Thank you!
A software company invoices commercial customers annually for software maintenance (support) to be provided over the following year. For example, they may invoice a customer for $12K in December and then recognize $1K per month from the following January to December. The $12K is due within normal terms and typically paid sometime just prior to or in the first month or two of the "service period". Thanks for any help - it's possible QBOL is not robust enough to handle this efficiently and may need an add-on tool or replacing. Thanks for any help!
I keep getting a notice on an invoice that it needs attention because it is disputed. But it's not and we actually have been paid for it. How do I change the status of the invoice?
I have been able to change my invoice print template in the custom styles, but there doesn't seem to be a way to change the company name in the emails that are sent out from QBO to the client. 90% of my billing is from one DBA and the rest are amongst the other DBAs. None of the billing should be from my Corporate name.
I feel there should be a quick link somewhere to just see a list of Estimates, very much like how I can click to see a list of Invoices.
We are a custom kitchen woodshop. We charge our clients in 3 phases 50% upfront 40% when work is completed in the shop and 10% upon delivery. How can I have my invoice reflect these terms and also track the different payments as they come in?
how can I export for overseas customers to get their outstanding invoices and advance payments?
