Creating Invoices | Post Your Question Below

Let's make sure that we'll be able to bring this to our developers' attention, Gemma.

For now, you can only enter a maximum of 400 characters in the footer section. You can send a request to let our product team know how this is useful for your business. To do this, follow the steps below:

1. Go to the Gear icon, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

This helps improve the product experience and provides direction and clarity on how to achieve the feature. 

On top of this, after you have created an invoice, learn how to record the payment to connect it to our invoice and balance your account. For more details, check out this article for reference: Record Invoice Payments in QuickBooks Online.

You can always get back to us if you need further assistance with customising sales forms. We're here to cover all your needs.

That's a great question, Simon. I appreciate the example you gave, so I fully understand what you're looking for. Yes, QuickBooks Online (QBO) can automatically send invoice reminders to each of your customers. I'll provide more details below and guide you through the process so you can start reminding them of their dues.

In QuickBooks, you can gently notify customers (individually) of their invoice due dates. In your case, you'll want to add specific individuals as sub-customers under the top-level customer, which is the law firm itself. This way, you can send reminders directly to the lawyer you invoiced. Just make sure you indicate their email address in their profile.

When you're ready to create a template to automatically send invoice reminder, follow these steps:

1. Go to Settings and select Account and settings.
2. Select the Sales tab.
3. In the Reminders section, select Edit and turn on Automatic invoice reminders.
4. Select the dropdown for Reminder 1, and turn on the toggle switch.
5. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder.
6. You can create second and third reminders as needed.
7. In the Subject line field, edit the subject line as needed.
8. Select the Use email greeting checkbox to personalise your greeting. Select a greeting from the dropdown fields.
9. In the Email message field, clear the message text and craft your own. Or you can use the default message. 
10. Select Save, then Done.

QuickBooks checks your invoice due dates several times daily and automatically sends reminders if any meet your criteria. To see which customers received reminders, simply go to the All Sales tab in the Sales menu, where 'Reminded' will be indicated under the Status column.

You can read more details about what I've discussed above through this article: Send invoice reminders automatically or manually in QuickBooks.

Additionally, once your customers settle their invoices, document those payments to keep your income accounts balanced. For a comprehensive guide on the process, check out this article: Receive invoice payments in QuickBooks Online.

Whenever you need assistance with customer invoices, don’t hesitate to drop by the Community. We're always happy to help! Wishing you a safe and wonderful day!

I can see how it might be confusing to see a £0 balance due when you expect a payment, Mairi. Let's figure out the reason behind this and troubleshoot it together.

First, please verify if the amount you've entered for the invoice is correct.

If everything is correct, it's possible that your customer has a credit note or an open balance that's being automatically applied to their invoice. This would make the invoice show a zero balance even though you haven’t received a payment.

To resolve this, let's first turn off the Automatically Apply Credits feature:

1. Navigate to the Gear icon, then choose Accounts and Settings.
2. Hover to the Advanced section, then locate Automation.
3. Click the Pencil icon, then turn off the Automatically Apply Credits.
4. Select Save, then Done.

Once done, let's delete the invoice payment and then resend the invoice:

1. Locate the Invoice Payment of the invoice you've sent.
2. Click the Arrow dropdown, then select Delete.
   
3. After deleting the payment, open the invoice, then send it again.

Moreover, you may want to check out this article to learn how to record your customer's invoice payment: Record invoice payments in QuickBooks.

By following these steps, you should see the correct balance due on the invoice, ensuring that you get paid for the services or products provided, Mairi. If you run into any more issues, feel free to reach out for more help and I'll get back to you in no time.