Question

Ayuda a personalizar factura

Forum|Forum|5 years ago
March 27, 2021
5 replies
1 view

No text available

QuickBooks Online - International

Fiat Lux - ASIA

Level 14

¿Alguna necesidad específica?

R

ReymondO

Moderator

Gracias por comunicarse con la comunidad de QuickBooks, @useredwynlanza.

Parece que ha publicado una pregunta similar en el otro hilo. Mi colega Angelyn ya ha abordado esta preocupación.

Puede hacer clic en este enlace aquí para ver su respuesta: https://quickbooks.intuit.com/learn-support/global/manage-suppliers-and-expenses/re-ayuda-a-personalizar-factura/01/827955#M1582

Además, puede personalizar, adjuntar archivos y formularios de ventas por correo electrónico a su cliente dentro de QuickBooks Online. Esto proporcionará más personalización a sus transacciones para que pueda combinarlo con su negocio.

Si necesita ayuda adicional para personalizar sus facturas y otras transacciones de ventas, notifíqueme agregando un comentario a continuación. Siempre estoy dispuesto a ayudar. ¡Mantente a salvo!

Descargo de responsabilidad: esta publicación se redactó originalmente en inglés. He traducido esto al español con las herramientas que tenemos.

Thanks for reaching out in the QuickBooks Community, @useredwynlanza.

It seems that you've posted a similar question to the other thread. My colleague Angelyn has already addressed this concern.

You can click this link here to view her answer: https://quickbooks.intuit.com/learn-support/global/manage-suppliers-and-expenses/re-ayuda-a-personalizar-factura/01/827955#M1582

Additionally, you can customise, attach files, and email sales forms to your customer within QuickBooks Online. This will provide more personalisation to your transactions so you can match this with your business.

If you need additional help with customising your invoices and other sales transactions, please notify me by adding a comment below. I'm always ready to help. Keep safe!

Disclaimer: This post is originally composed in English. I’ve translated this to Spanish using the tools that we have.

R

Rose0512

Good Afternoon

I need to customize the due date of the invoice. The expiration is defaulted to 30 days but I Would like to se it to 07 days

Thansk

M

Mark_R

Moderator

I'm here to help change the default due date of your invoices in QuickBooks Online (QBO), @Rose0512.

It seems that your preferred invoice terms were set to 30 days. To change it, you can go to the Sales form content menu. Here's how:

In your QBO account, click the Gear icon and select Account and Settings.
Select Sales from the left menu, then go to the Sales form content section.
From the Preferred invoice terms drop-down, select the 7 days terms. If you don't have one, you can click Add new and create a 7 days term.
Click Save, then Done.

Once done, QuickBooks will set the due date to 7 days every time you create an invoice.

I'm adding this article to learn how to manage your payment terms: Set up and manage your payment terms.

You may also want to view all your sales transactions in the future. You can go to the Sales menu and select All Sales. This will give you a great view of the status of sales transactions, open invoices, and paid invoices.

Don't hesitate to leave a comment below if you have other concerns or follow-up questions about the invoice payment terms. I'll be around to provide further assistance.

A

alonsoowd

Hola, anteriormente me mostraba el % de tax en la factura, ahora solamente la muestra en pantalla pero al imprimir la factura ya no sale la tasa de tax, que debo hacer.Gracias

A

Angeloelectric llc

Cómo eliminar la forma de que me paguen con tarjeta de crédito

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