Sales & Customers
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Hi everyone. In my following scenario involving company ABC - I'd like to know if it's possible to have recurring invoices go to employee1_at_abc.com (as this was the email i used during the setup of the company ABC) and have statements go to employee2_at_abc.com without having to manually edit each statement every time. Thanks
I need help with editing the sales tax on invoices that are added by Square. For whatever reason (bad design), Square cannot track sales tax because it is synced with a booking system. When Square adds the invoices to QB there is no sales tax. I have been manually editing each invoice to include sales tax - it hasn't been an issue with low sales during the pandemic. It would be very tedious when sales pick up. Is there a 3rd party app that can edit multiple invoices to add the tax? I would need to use it regularly.
Hi there, Has there been any further development on being able to create a credit memo within the QBO Mobile app? I have more and more clients who deliver goods to customers and need to be able to create a credit memo on the go so that the customer can pay the net amount due. They do not want their employees fussing around with the browser version of QBO to be able to do this. I'd be interested to know if and when this will become an accessible function in the mobile app. Thanks,Linda
Hi! I am new to QBO. I am trying to set up a catalogue of customized invoice templates to use for my company's most frequently used transaction types. I have been able to set up a number of templates but changing certain fields in one custom template seems to result in all of my saved templates receiving the same edit. One field is the first message box under the Content menu - see image. (The placeholder text is: "We appreciate your business and look forward to helping you again soon.")The other field is the Standard Email Message to Customer. Any help customizing those fields for each template would be appreciated! Thanks!
Just recently switched from QB Self-Employed to QB Online. Looking to use QB's invoicing and payments and move away from Stripe... So my question is, am I able to invoice an existing customer, and immediately charge their card that I have on file without them manually have to do anything? Thank you.
Hi all. I had a customer overpay on a previous invoice. So, on their next invoice, I applied that overpayment in the form of a credit to the invoice. On my invoice screen in QB, it shows exactly what it should. It shows the subtotal at the bottom, the tax amount, a Payment Applied: line, which shows the amount applied, and so the total amount due shows exactly what it should be. But when I Email the invoice (or print it), it comes out as though I never did the Payment Applied part at all. That has to be among the dumbest things I've ever seen QB do. So of course, the customer overpaid again. Can I not trust QB to do this one basic thing properly? :(
