Sales & Customers

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Hello, Another question.  We issue deposit invoices throughout the year (on a difference frequency per project).  It would be easy for me to review the contract on Jan 1st each year and raise all the deposit invoices at that time and post date them.  Internally, the team are somewhat resistant to sending a stack of invoices to the clients in advance, but this would be much more efficient that going through each month and figuring out which of the contracts need to be invoiced. I would appreciate feedback - is this generally bad practise? Thanks,Aksinia

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Hello,Most of our revenue relating to a particular job comes from the one customer.  I set up an estimate to reflect the contract and as we complete we raise invoices against the estimate. I'm trying to come up with a way to include revenue sources relating to the job, but received from other sources (eg. commissions) to give us an idea of total revenues by item type.  I don't find the budget detailed enough as I would have to go back to the 'estimate' or wherever for the detail for that account.I'd also like to include the expected expenses, but I can do that with a number of individual purchase quotes on the other side and attach all to the same class. Do I have to create multiple quotes and tie them all to the same class instead of keeping it simple on one estimate? Note: I would obviously not be sharing this estimate with all the other revenues and expenses with the client... but I like the feature as an internal control to ensure we bill for everything tha

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Hello, in the Canadian QB online - 'custom form styles' for invoice templates (/app/formstyles) feature, there is no ability to add a country field in the street address' section. I know there are custom fields but it still doesn't help create elegant invoice templates to our companies brand guidelines. Most importantly, we're a Canadian firm deal with a lot of clients in the US businesses, they send us checks in the mail, therefore country code is a hard requirement for us to include in the invoice. Furthermore, the ability to fully customize the invoice template.    

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We email invoices to our customers but on occasion we have incorrectly typed the email address incorrectly.  This does not bounce back into our Windows Live Mail account so we don't know the customer did not receive it.  Any suggestions? Please!

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