Open an existing invoice. Look for an arrow pointing left at the top right corner (right to BALANCE DUE). Click that arrow You will find the Billable Expense sitting there and click Add. You will notice line item from the existing invoice and added a billable expense line item. Delete line item from an existing invoice. Now, you have linked billable expenses to an invoice and the total invoice amount remain the same.
- A customer never paid the Invoice for $1,000. Wrote-off as bad debt expense account.
- Later paid $1,000.
You will first need to check to the original entry to see how the debt was written off to the bad debts expense account. For example, wrote a journal to wrote off a debt of $1,000 by debiting the bad debts expense account and crediting account receivable account.
To make this simple, you will need to reverse what you did. This will typically be a two-step process in order to record the recovery of bad debt payment.
- Reverse the original entry (Journal Entry) by crediting the bad debts expense account and debiting accounts receivable account with $1,000.
- Record the customer’s receipt by debiting the bank account and crediting accounts receivable account. In this example, debit the bank account and credit accounts receivable account with $1,000.
To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save
Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt).
Related setting: Advanced | Chart of accounts | Shipping account
If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.
You can record tips (gratuities) directly to Sales Receipt form.
- To enable Tips in QBO:
From the homepage dashboard, click Gear icon at the top.
Select Account and Settings under Your Company.
Choose “Tips (Gratuity)” under Sales form content.
“Who’s receiving these tips?” a screen will open. Select the correct account (income or liability).
For Income, select “Just me”. This means you’re recording tips earned by you.
For liability, select “My team”. This means you’re recording tips earned by your employees/contractors to be distributed later.
The default Tips account can be changed from (Just me to My team or vice versa) from Gear Account/Settings under the Advanced tab. Change Tips account from the Chart of Accounts.
Tips can also enabled from inside the GoPayment POS App.
Currently, Tips feature is only available on Sales Receipts (not on Invoices).
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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 “Email” column. This is to ensure you’ve email address for customers. > Select “Select All” checkbox (left of Batch actions) > Choose Batch actions drop-down and select “batch Reminders” > Done. It will send customers batch reminders by email.
Currently, there is no option to send reminders automatically when the invoices are due.
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