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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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andrew-hall1

Manage customers and Income

I want Salesman and Accounts to get the invoice but when setting up customer you only can add one email address? Any suggestions on how I can fix this?

No text available

5 years ago

denis11_2

Manage customers and Income

Can you link directly to customer details from quotes and Invoices?

No text available

5 years ago

winnkoh

Manage customers and Income

Option to Customise Payment Receipt

No text available

5 years ago

paulak1

Manage customers and Income

When viewing Unpaid invoices, to create statements, the default view is last 365 days.can this be changed permantly to all dates?

No text available

5 years ago

crystalhealingge

Manage customers and Income

How do l mark invoices as shipped, so im not looking through list for the ones l need to ship out?

No text available

5 years ago

accounts364

Manage customers and Income

Capture receipts for standard users

In regard to standard users not being able to use snap receipt...our work around is to have the team member email a photo of the receipt to the QBO designated email, with purchase order# or memo for allocating as header. 

5 years ago

jethrohenderson1

Manage customers and Income

How do you send an overdue invoice reminder on a mobile device

No text available

5 years ago

sales203

Manage customers and Income

How do i find if a deposit/transaction is unmatched on an invoice?

No text available

5 years ago

user64637

Manage customers and Income

Is anyone else having issues in opening more than one tab? I would like to have my customers open on one tab and say open another one for banking or suppliers?

No text available

5 years ago

pprtransport-gma

Manage customers and Income

I’m trying to write and send invoices but before I send them it saying it already paid what do I need to do to change that

No text available

5 years ago

laurise-may

Manage customers and Income

For the past two weeks we have noticed that some of our quick books screens are very blurred. Whenever doing a sales receipt or invoice is the worst!Is there a solution?

No text available

5 years ago

-kdimages-com-au

Manage customers and Income

What email name would people use for receipts email

No text available

5 years ago

dyana-nb

Manage customers and Income

I would like to be reminded if the invoice is repeating so I can avoid double invoicing?

No text available

5 years ago

Mehul2

Manage customers and Income

How can I cc an invoice to one of the many customers and not change the settigns for other customer?

I meant, for the automatic invoices been sent weekly.

5 years ago

nlulowe

Manage customers and Income

In QB online under Invoice%2C how do I enter a field where I can manually type a Client PO#

I need to add a field to the invoice template that will allow me to enter a PO# that the customer supplies to me.  I've read articles but when it says to add a custom field under the invoice template, that option is no where to be found. Thanks!

5 years ago

slhurford

Manage customers and Income

Can you change all customers terms at once? eg change all customers to 30days end of month?

No text available

5 years ago

terry-barnes

Manage customers and Income

My newly created invoices are going straight to paid ?

No text available

5 years ago

jon-meeks