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QuickBooks Q&A
Manage customers and Income

Manage customers and Income

1,635 Topics
2,898 Replies

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1635 Topics

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togs

Manage customers and Income

How do I view out of date quotes ?

I can no find an older quote I need to convert to an invoice

3 years ago

emmanuelazzopard

Manage customers and Income

I've updated my customers details and it's not reflecting the invoice. Is there a way to fix this? I've already updated the app.

No text available

3 years ago

benny_c2000-yaho

Manage customers and Income

Email invoices not going through to client

I've tried entering the client in multiple times but they still don't receive the invoice

3 years ago

nadia-stardustsu

Manage customers and Income

Is there a way to add weekly late fees to invoices in QBO? I'd also like to add credits to customer accts (e.g. 30 mins free for completing a survey)?

Hello, I'd like to add weekly late fees to my invoices, I've looked at the instructions online and it says this setting is under Accounts & Settings > Sales but I don't have that option.I would also like to be able to add credits to my customers' accounts where needed.Thanks!

3 years ago

nadia-stardustsu

Manage customers and Income

I have customers who have a 3rd party paying their invoices. But the customer still needs a copy. Is there an easy way to do this instead of manually CCing every time?

No text available

3 years ago

nadia-stardustsu

Manage customers and Income

Why are my payment reminders going to the wrong email address?

I have a customer, lets call her Jane Smith. Jane's email is xxxxxxxxx@xxxxx.xxxJane's invoices go to the above email address and are received by Jane.I have set up automatic payment reminders. Jane's payment reminders go to my personal email address (not linked to QBO in any way that I can see).My email address doesn't seem to be anywhere in Jane's customer file. I can't even find it anywhere in QBO. Unable to see anything related in settings.Can anyone shed some light?

3 years ago

MoiraAMWS

Manage customers and Income

Internal only notes on invoices about cost of product and code for future invoices (not for customers access)

Internal only note for customer Invoicehi can I keep an internal only note or record about a product that was sold to a customer on the old invoice and they can’t see it or read it. This way I can look back to find the wholesale product Code and price for future work which the customer won’t see!thank you Or is there a better way to do this? 

351

3 years ago

michael-greenNew Member

Manage customers and Income

How do I create a quote from an existing invoice

I need to be able to create a quote from a previous invoice and then customise.  How do I do this ?

131

3 years ago

popeye934

Manage customers and Income

Morning,I deleted a customers invoice in error. I need to create the invoice again with the same invoice number eg 2032A. Can this be done and if so how? Thanks

No text available

111

3 years ago

niufloin

Manage customers and Income

How do I remove a clients option to pay with PayPal.

No text available

161

3 years ago

scott-icleansola

Manage customers and Income

I have asked this several times! why can;t Estimates or Quotes be flagged as seen or Opened by customer as Invoices are?

No text available

3 years ago

climbaccess-gmai

Manage customers and Income

How can I Change the client address on an invoice?

After i change the address of a client and save, I preview and the address is the same as before I changed it. Please advise

3 years ago

harsimarbajwa14-

Manage customers and Income

I can't finish the payment setup for invoices and its not letting me print or send the invoices for payment

invoices giving error as no payment method selected

3 years ago

bruceloo1060

Manage customers and Income

Invoice will not add in order for the invoice to be sent

Invoice not adding

3 years ago

djengel7

Manage customers and Income

Can you retrieve the content of a message sent with an invoice ?

No text available

3 years ago

multiinnovative-

Manage customers and Income

I WANT AD THE KMS AND REGO ON INVOICE?

No text available

3 years ago

mark-weibe

Manage customers and Income

All customers gone and invoices

No text available

3 years ago

steve328

Manage customers and Income

When we add 15% margin to all project costs then look back at the profit on the same project it is always lower than 15% thanks in advance

No text available

3 years ago

paul-encorebm-co

Manage customers and Income

Am I restricted to the 6 invoice templates for new QBO files?

No text available

3 years ago

ozzietravellers-

Manage customers and Income

How do I remove the Invoice terms? I dont want to give any time frame to pay. Or I would say pay on receipt of invoice

No text available

3 years ago

treasurer-combin

Manage customers and Income

I'm having trouble asking my company logo, any suggestions

No text available

3 years ago

damien-forevercl

Manage customers and Income

Can i link a contractors invoice to a company invoice?

contractors invoice amounts are multiples of the same amount and quickbooks has issues confirming the invoice

3 years ago

raeleenpk

Manage customers and Income

Can't write a message attached to invoice due to glitch with the invoice template showing over. Was on chat just now troubleshooting and was a complete waste of time

Keziah just gave me the instructions and left. Didn't even follow through making me go through all the steps again to connect. Super terrible customer service

3 years ago

dillan24

Manage customers and Income

How do I enter a part payment of invoices and leave the invoice showing the amount owing?

No text available

3 years ago

useremma-clarke

Manage customers and Income

I have a supplier who has requested remittance be sent to 2 email addresses. How do you accommodate this?

No text available

3 years ago

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