Sales & Customers
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I have a customer who's purchase orders are given with terms EOM+90. If it were EOM+30, I think I could figure out how to do it, but the +90 doesn't seem doable.
How do I set default payment terms for all customers?I want the payment terms for invoices for all customers to be "Due Upon Receipt" Can I select a default so I don't have to set for every customer?
We invoiced a customer for $444.94. He sent an EFT for $445.00I'm wrecking my brain trying to figure out how to write it off and clear it from the books. When I create a credit memo, it then asks what to do with it: write a cheque or apply to open invoice. I do not want to write a cheque for $0.06 and there are no open invoices. Any advice?
Hi,In Quickbooks desktop pro, when I email an invoice to a client directly from Quickbooks, there are several trailing numbers other than the invoice number assigned by QB on the pdf file name. For example, if my invoice number is 19000, QB assigns Inv_19000_from_ Business_######_####.pdf. Is there anyway to change it? I just want the invoice number showing. Denise
I am pretty new to QBO and working with a large client file. I record their sales in one large lump posting at month end from their computerized report. the report will show revenue, taxes, gift cards sold & applied, customer deposits received & applied and how much money they have received in the month. How would you suggest is the best way to record this? My first thought is in journal entry but I know it is best to stay away from journal entries. Appreciate all the input. Thanks
