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communityoil
July 27, 2021
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Some customers demand paper invoice in post. This is doable but then there is no mark that it was sent or when. How to mark in QBO? New feature needed? Important omission

  • July 27, 2021
  • 1 reply
  • 0 views
Emailed invoices are marked and dated when sent. Paper invoices are not marked or dated when sent. Makes it difficult when chasing up payment at a later date. Poor invoice management. If no answers in QBO please request new feature.
Best answer by Rose-A

Good day, communityoil.

 

I know how important it is to have the paper invoice option to be marked when sent. However, this feature is currently unavailable in QuickBooks Online.

 

While QuickBooks aims to find new ways to make sure that your product meets your needs, I'll be sure to take note of this product opportunity for future enhancements.

 

Also, I'd suggest submitting feedback within your QuickBooks Online account. This way, it goes to our product developers to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon at the upper right and select Feedback under Profile.
  2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all. 
  3. Click Next.
    z.PNG
  4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.
  5. Select the appropriate category from the drop-down menu.
  6. Tap Send message.

 

In case you need more help and ideas on how to customise and utilise your sales forms in QuickBooks, you can visit the following article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps about adding fields as well as changing its colour scheme.

 

Feel free to leave a comment below if there's anything else you need. I'll be around to help if you have any other questions or follow-up concerns about QuickBooks. The Community and I will help you.

1 reply

Rose-A
Rose-AAnswer
July 27, 2021

Good day, communityoil.

 

I know how important it is to have the paper invoice option to be marked when sent. However, this feature is currently unavailable in QuickBooks Online.

 

While QuickBooks aims to find new ways to make sure that your product meets your needs, I'll be sure to take note of this product opportunity for future enhancements.

 

Also, I'd suggest submitting feedback within your QuickBooks Online account. This way, it goes to our product developers to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon at the upper right and select Feedback under Profile.
  2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all. 
  3. Click Next.
    z.PNG
  4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.
  5. Select the appropriate category from the drop-down menu.
  6. Tap Send message.

 

In case you need more help and ideas on how to customise and utilise your sales forms in QuickBooks, you can visit the following article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps about adding fields as well as changing its colour scheme.

 

Feel free to leave a comment below if there's anything else you need. I'll be around to help if you have any other questions or follow-up concerns about QuickBooks. The Community and I will help you.

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