Sales

How to get here?
From the Home page screen

  • Select the Company Gear (located top upper corner)
  • Select “Company Settings” under Settings header
  • Select “Sales” under Settings”
Sales
Sales

Customize

Customize the way forms look to your customers button > click “customize look and feel button” > it takes to Custom Form Styles (the place to customize sales form template).

cfs list

 

Sales Form Content
Preferred invoice terms – Sets the default payment date. “Net 30” means payment is due 30 days from invoice creation date. To assign new terms (gear > lists > terms).

Preferred delivery method – Sets the default delivery method. The Delivery method default determines the way you’ll deliver sales forms to newly-created customers. You can change the default delivery method for a customer by editing the customer on the Customer List. You can also change the delivery method when you create individual invoices or other sales forms.

    • Print later
    • Send later
    • None

    Shipping – Adds shipping fields (date, tracking number, destination, subtotal) to sales forms. Related setting: Advanced > Chart of accounts > Shipping account.

    How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?

    Custom fields – Adds extra fields (up to 3) to sales forms. Select “Name” of the field to show like Customer Purchase Order, Sales Rep, Special Code; Select “Internal” to show the field in QuickBooks; select “Public” to show the field on customer forms. Note: not available in Simple Start plan.

    Custom transaction number – Lets you use your own numbering system. If left blank, invoice numbers are automatically assigned by QuickBooks.

    Custom transaction numbers – Lets you use your own numbering system. If left blank, invoice numbers are automatically assigned by QuickBooks.

    Service date – Adds a Service date field if you need to track the date a service was performed separately from the invoice date.

    Discount – Adds a Discount field to invoices and other sales forms. Related setting: Advanced > Chart of accounts > Discount account

    Deposit – Adds a Deposit field to invoices so you can subtract a customer deposit from the total to calculate the balance due.

    Products and services

    Show Product/Service column on sales forms – Adds a Product/Service column on sales forms so you can choose from a list of products and services to include.

    • Track quantity and price/rate – Adds Quantity and Rate fields to sales forms so you can track this information for products and services.
    • Track quantity on hand – Lets you track available stock for each product you sell and its related inventory costs
    Settings Sales Products and Services
    Settings Sales Products and Services

    Messages

      • Default email message sent with sales forms
      • Default message shown on sales forms

      sales messages

      Online delivery

        • Email options for sales forms > Attach sales form as pdf
        • Email options for invoice > Online Invoice (Attach invoice as pdf); HTML email; Plain text email

        Statements

          • List each transaction as a single line – A statement includes all unpaid transactions for a customer. Choose how much detail to include.
          • List each transaction including all detail lines
          • Show aging table at bottom of statement – Lists amounts owed by how many days they’re overdue.

          sales staements aging