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QuickBooks Q&A
Manage customers and Income

Manage customers and Income

Manage customers and Income

1,635 Topics
2,898 Replies

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1635 Topics

amrita-sinhaot-g

Manage customers and Income

Hi how do I set up my invoicing so that account details appear automatically for recieving payment, everytime I create an invoice. Thankyou

Invoicing help

rainbowpristine

Manage customers and Income

If my customers do not open a email with invoice the next one I send will back up with the previous one rather than sending a new email. Invoices are being missed

Working for management on several different properties makes this confusing

Manage customers and Income

How do I hold a credit for a customer when they have over paid on an invoice?

Eg. Remittance reconciled to invoices with money left over.

LindaJBNew Member

Manage customers and Income

Why is my message to customer field not displaying in my printed invoices?

Trying to add bank account details.  I have done it in other files.  This one refuses to show on printed invoices.

rohit-sharma-cle

Manage customers and Income

Can i align multiple projects in single invoice

No text available

Manage customers and Income

Trying to enter an invoice. Keep getting message 'Error Loading Transaction' Is there something I can do to fix?

No text available

loprestiNew Member

Manage customers and Income

Why does my Finalisation Even lodgement details show zeros?

I was talked through by a virtual assistant but now have notice that the lodgement details show zero amounts for year ended 30th June 2022

joe-tintcentral-

Manage customers and Income

How do i have multiple emails set up for a customer. As when you enter a new customer it only allows you to enter one email?

No text available

sales-dynamicshe

Manage customers and Income

How do I remove the "rate" column from my invoice template.I've unchecked the box in the customise section but it's still presenting on the invoice.

No text available

debbiej73acc-gma

Manage customers and Income

Now that we’re at it end of financial year with what’s on QuickBooks does that get saved as a PDF and we all start again with the zero figures not sure what happens

No text available

Manage customers and Income

Is it possible to set a Preferred delivery method for all existing customers and if so how? I want to set delivery methods for all customers to send later.

No text available

mimisfrenchpastr

Manage customers and Income

Hi, I am trouble seeing "invoices" thought from Sales. I can open Customers and products and services but not invoices. I would like to ask you to check my situation.

No text available

andrew-blueninja

Manage customers and Income

Snap receipt is suddenly missing from my app. Is anyone else experiencing this?

No text available

lateef-abader-gm

Manage customers and Income

How does one reverse a payment?

No text available

Manage customers and Income

Invoices not delivered

invoices not delivered

mickdavisexcavat

Manage customers and Income

Just bought an iPad cannot find my existing quotes

I’m not familiar with iPads or any computer but just didn’t want to invoice from my phone any more

userhillierearthmovi

Manage customers and Income

My invoices are not sending, these are customers i have invoiced before so there was no need to add a new email. i have double checked them and all looks fine

No text available

Manage customers and Income

I’ve tried 3 times to send invoice and it won’t do it

No text available

pergatori666-gma

Manage customers and Income

My email keep comming up with errors when I send invoices from my Android. Can anyone help ?

No text available

botanicum-live-c

Manage customers and Income

Invoice has been emailed but is not showing as being sent?

No text available

jekim4-hotmail-c

Manage customers and Income

How do i put my bank acct details on my invoice aswell as my ABN?

No text available

bellepropertysol

Manage customers and Income

Hi , when sending my invoice it marks as sent initially, when I go back into the invoice it says not send never had this problemBefore

My invoices are not sending once I press send

commercialbodyre

Manage customers and Income

My sent invoices via email are showing as. It sent but they have been

No text available

Manage customers and Income

My invoices aren’t sending. Some go through, some dont. What would be causing this?

No text available

Manage customers and Income

For the last 2 days a lot of my invoices won’t send. It says they’ve been sent when I do it, but then I go back and it says ‘not sent’?

No text available

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