Category: Customers
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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 can I transfer unapplied credit from one customer to another in QuickBooks Online
A case may occur when a customer wants to apply a credit balance to an affiliated company’s open invoice. EXAMPLE: Customer (Mark) has a $500 credit balance. The customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying for a $500 credit from Mark’s account to the $500 Open Invoice…
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How to globally remove all “Unbilled Charges” in QuickBooks Online?
These transactions may have been marked “Billable” in error. Now, you want to remove all, not one by one. To globally remove all “Unbilled Charges” in QuickBooks Online: When you are in QBO logged in, type this URL http://qbo.intuit.com/app/managebillableexpense and it will remove all “Unbilled Charges” in QBO prior to that date. Click on the…
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#QuickBooks Online #QBO – How to handle zero balances in accounts receivable aging
You have two ways to handle this issue in QBO: Manual Setting Automatic Setting (auto-mode) You will need to select the one which is right for your business situation. When you create a new company file in QBO, normally this auto-mode is already ON as a default setting. Manual method is commonly used when you…
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#QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If…
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Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?
Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. – (Open Sent) labeled for recent…
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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…