Category: Customer Center
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How to Setup Customer Type and Run Sales Detail by State Using Customer Type in QuickBooks Online
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How to move Sub Customer transactions to a different Parent Customer
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How to send customers clients batch reminders by email on past due invoices
Here is how to send customers clients batch reminders by email on past due invoices in QuickBooks Online: From the left dashboard > Click Sales tab > Select All Sales > Click Unpaid Last 365 Days (Overdue) Money Bar > Optional: Go to middle Gear at the far right, click “Show more” link and add…
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QuickBooks Online Progress Invoicing
QuickBooks Online is introducing Progress Invoicing which is still in “beta test” mode as of writing this blog article in February 2018. That means there could still be significant changes until they wrap up the beta test. Progress Invoicing feature allows you to invoicing a client incrementally for the percentage (or fixed dollar amount) that…
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Price Rules (aka Price Levels) in QuickBooks Online
Price Rules is currently available in Plus plan only. It’s not available in Essentials and Simple Start plans. Customer type is linked to price rules feature at this time. Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report…
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Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)
Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services >…
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how to send an invoice late payment reminder to your customers
QuickBooks Online – how to send an invoice late payment reminder to your customers [wpedon id=”7748″ align=”center”]
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When you send an invoice to a customer and also carbon copy (cc) it to someone, will it show viewed if either person looks at the invoice or just the primary recipient
It will show as viewed whoever viewed it (primary or cc). If it’s viewed by both it will show as viewed twice. Viewed Status Icon: If you open sales transactions (left navigation bar > transactions > sales) under status column, it will show many have opened the invoice and viewed it. It will show one…
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What is the difference between “Paid” and “Closed” status on the Customer’s account page
Basically, you should see the “Paid” status once the sales transactions are complete involving Sales Receipt and Invoice forms. You should see “Closed” status when other steps are involved dealing with the Invoice. For Sales Receipt – it’s always “Paid” status. It involves a combination of the sales transaction and money received from that sale…
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How to use track return for customers field shown on deposit form
The content of this page has been permanently archived. We have moved on… Smarter Numbers, Brighter Future. Revolutionizing Accounting and Finance with AI. Many of you have asked which Artificial Intelligence AI* software applications we utilize. We currently use Gamma.app for content creation and Play.ht and ElevenLabs for text-to-speech (TTS). YouTube Channel: **DISCLAIMER: This was…
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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…