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QuickBooks Q&A
Manage customers and Income

Manage customers and Income

1,632 Topics
2,898 Replies

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1632 Topics

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peter122

Manage customers and Income

How can I see if a customer has viewed their invoice?

No text available

2 years ago

antelectrical

Manage customers and Income

The invoice add icon is not availableWhere has it gone

No text available

2 years ago

colliepropmaint

Manage customers and Income

A customer has asked how much he has paid from January 2023 to February 2024. Can I find this information without going through and adding up all the invoices paid?

No text available

2 years ago

george23

Manage customers and Income

How can you rank the customers? I would like to know my top spenders, then the next ones and so on.

No text available

2 years ago

maffraservicecen

Manage customers and Income

How do I delete an email address for a customer? When I edit the customer the address doesn't show, but when I open an invoice it is there?

No text available

2 years ago

tim24

Manage customers and Income

Photos taken of receipts on mobile app disappear if not processed? Anyone know how this can be stopped so client has more time to go back into app and process?

No text available

2 years ago

evilg68-bigpond-

Manage customers and Income

How do i locate my sent invoices?

where are my sent invoices. 

2 years ago

hdserviceslawn-o

Manage customers and Income

I have just logged onto quickbooks on my phone and it is not showing my invoices within the home screen. I has never done this before.

Any ideas how to get it to appear back again?

2 years ago

ped-adelaidecrea

Manage customers and Income

Why can't I use my customised invoice? Only the standard invoice appears when i select invoice.

No text available

2 years ago

stefanie-srdc-di

Manage customers and Income

Can i invoice a customer from a bill in quickbooks online plus?

I need to invoice a customer the costs from a supplier. How do i do that?

2 years ago

grantlisa-brydon

Manage customers and Income

Is there any way of creating an invoice template for one customer only? Eg: I have a customer who requires certain info on their invoice that others don't need

This one customer has certain wording that I have to add to their invoice and it is such a hassle to type on each invoice. Quickbooks should try and set up in the Customer profile a template tab that can be applied to each customer

2 years ago

alect

Manage customers and Income

Invoicing customers for billable expenses

We incur and pay for some expenses on behalf of customers and then bill them for these on their monthly invoices. We are entering theses expenses at time of incurring them, and then they appear when we do the customer's invoice. But as soon as we add the expense to the invoice, it has no product/service and once we choose the product/service it deletes out the details of the expense and we have to re enter everything manually. This is not sustainable and prone to errors. Why does this happen and how do we stop it from occuring?

2 years ago

info-molives-com

Manage customers and Income

I deal with B2B customers and usually there is a different contact person for ordering and accounts payable. How can I add multiple contacts to same customer??

No text available

2 years ago

lisadunn-outlook

Manage customers and Income

I have a few Invoices showing as deposited, however the transactions are not assigned to that invoice, and are still in the Bank transaction area waiting to be assigned

I cannot assign them to the invoices, as they are no longer there. What am I doing wrong?

2 years ago

accounts273

Manage customers and Income

I get customers names on the search button but cant get sales receipt names,i have tried the incognito window and deleted cookies

No text available

2 years ago

accounts273

Manage customers and Income

The new search button is not good ,type a customers name in and nothing comes up

No text available

2 years ago

accounts-fixedon

Manage customers and Income

When i convert a quote to an invoice the invoice looks totally different to my default invoice. Is there a way to have the converted look the same as my default invoice?

No text available

2 years ago

bretprew

Manage customers and Income

I created two invoices in September and sent them to the customer.I realised I made a mistake and I deleted them,however they still got paid.How to allocate the payments?

No text available

2 years ago

ywt_lw-163-com

Manage customers and Income

How to fixed the Message on invoice

No text available

2 years ago

bernie67evans

Manage customers and Income

Why is Beam rejecting payments even though the payment amount and details are correct?

No text available

231

2 years ago

MPOCS

Manage customers and Income

Is there a way to match an invoice to a reconciled transaction from months ago?

It would be great if there was a way to match invoices to reconciled transactions from months ago, just need to fix up a few of the unpaid invoices on the account.

2 years ago

infiniti_improve

Manage customers and Income

Why can't I see ask my invoices

I can only go back to invoice #21