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Is there a way to create a sales receipt from an estimate
QBO is not set up to go from Estimate to Sales Receipt at this time. Currently, you create Estimate and then “copy estimate to invoice” to create an Invoice. There is no partial copy so it’s done just one-time. You receive payment against that invoice. Workaround steps from Estimate to Invoice may also work as […]
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When I create an Invoice, how do I get the packing slip to show the shipping address
First, you will need to enable “Shipping” in the company settings. Just follow these steps below: 1. Select Company Gear icon at the top right corner. 2. Click to Company Settings, select Sales. 3. Under “Sales form content” place, click the pencil icon and place a checkmark to the box next to “Shipping” to turn […]
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How to handle a partial payment when creating an invoice in QBO?
Case: A customer bought $105.00 worth of product and paid $80.00 in cash. You need to send an invoice to the customer for the balance. How would you handle this in QBO? First, create a new invoice using product/service item code for $105.00. Use deposit field to post $80.00 as the prepayment on that invoice. […]
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How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online
Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on […]
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How to turn off the “Terms” so it won’t show on an Invoice at all?
Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once. Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would […]
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How do I get billable expenses to appear at the bottom of the invoice as a group rather than appear by the date which they were entered ?
You will be able to place billable expense with subtotal after product/service items. Since billable expenses were entered as a separate item, there is no group all those billable expenses and show as one item. In order to do that, you will need to customize invoice format. Open Invoice form, click customize button at the […]
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I have an invoice that will have two items and each item has a different sales tax rate. How do I accomplish this?
Create two separate invoices. Not a good option, but it’s what it is. As you may have already noticed, there is no way to create different sales tax rate setting by items in new QuickBooks.