Category: Invoice
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When I send an email to my customers, how do they look
Here’s an example of how your customer will see the email. 1) WHEN CUSTOMER RECEIVE EMAIL a) From: Your Company Name b) Subject: Invoice Number …. from Your Company Name 2) WHEN THEY OPEN THE EMAIL. THEY WILL SEE. a) from: Your Company Name <quickbooks@notification.intuit.com> THIS, THERE IS NO WAY TO CHANGE IT. b) reply-to:…
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Combine Billable Time on Invoice
Combine Billable Time on Invoice All you need to do is enter single time activities or weekly timesheets. Open an Invoice form from Create plus tab and select a Customer to invoice with billable time. Right side drawer will open for add to Invoice, and choose “Group Time by Service” tab. Then it will combine…
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How to change transaction numbers like invoice number sequence
Transaction reference numbers help you easily identify transactions. QBO will automatically assign transaction numbers in sequence. But if you want to change the starting custom transaction number of your own, you can do so. You would want to turn the company settings ON once, assign a custom number and turn it OFF again so that…
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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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Why mark it billable to a customer and select “track returns for customers” box on a bank deposit
This has to do with reflecting accurate direct expenses related to customers on Income by Customer Report. If you are depositing a vendor/supplier refund for an expense that was previously Billed to a customer, select “Track returns for customers” box and choose that same customer on the deposit and mark it Billable. For example, if…
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How do you apply customer payment that has a merchant fee to an invoice in QBO?
You will need to group both your deposit and fee together so your deposit in QBO matches the bank deposit that was made in real life. Here’s how to handle it in QBO at this time: RECEIVE PAYMENT Create an Invoice for your customer as you normally would. From the home page screen, click the…
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How do I fix unapplied cash payment income and unapplied cash bill payment expense
You may see two accounts for UNAPPLIED cash payments if you report Profit and Loss on a cash basis. It will automatically trigger these two accounts simply because you have entered certain deposit and payment transactions differently than normal flow in QBO. These two accounts are automatically added to the Chart of Accounts when the…
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How do I add additional billable time and expense to an already created current invoice
In order to add additional unbilled time and expense, first open existing invoice. You can open it directly from the create + sign, select invoice under customers, and from upper left corner select invoice in question to open from the recent transactions. You can also open directly from the customer’s page under customers center. Once…
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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…