Sales & Customers
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HiI have a customer who has paid their invoice but wants a refund and the invoice cancelling.I have created a credit memo with the same account as the invoice, including HST also as on the invoice.I have then created a cheque expense to pay the refund from Accounts Recievable Account including HST.When I go to receive payment to cancel them both out, the HST amount is not showing on the cheque expense so they don't match.What is the best way to do this please and thank you!
I need to customize our sales receipt but it's not working. I copied the "Custom Sales Receipt" so I had a copy to play with. I want to get rid of the "Cheque No." and "Payment Method" because I do not know how the customer is going to pay the retainer so those fields are always blank. I'd like to change those to "Due Date" and "Project/Job". I have no problem with how to customize it. I've changed our invoice template so this should be no different. I get it all customized in the Data Layout window, the preview window looks fine and when I save and close that up, the Sales Receipt does not change. I still have the Cheque No. and Payment Method there and not the windows I want to replace them with. I can't figure out why it won't change. Any thoughts?
I have a potential client who needs to import sales invoice transactions into a new Quickbooks online file. He has already imported the customers, accounts, etc. (standard imports). Can transactions stored in an CSV file be imported into the online program. I am not very familiar with Quickbooks, but some of my clients are hoping to switch to the online Quickbooks, so I have said I would look into this.
My client has a credit card that he uses for multiple businesses. I manage 2 of those businesses. I manually entered in the credit card and charged to an invoice for his first business and it was processed fine. I manually entered in the same credit card and charged to a 2nd invoice for his 2nd business and it's declined. I get the message that there is something wrong with the customer's credit card (but it worked the first time). Is there something I missed? Is there a delay I must wait before charging again? Both invoices are the same amount, so maybe their credit card company thinks it's a double charge? Thanks.
I need to invoice one customer in 2-3 currencies for one job.I could set up 3 customers each with a different currency but then I cannot report on the one job.Anyone found a work around?
QB DT: I need to prepare monthly invoices for a capital lease of a few items of the same product as a lessor. Soon, the amount of the product will increase. How do I set that up? Term is 12 months (going from one fiscal year to another) until lessee pays in full. Agreement does not say anything about interest. TIA
