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QuickBooks Q&A
Sales & Customers

Sales & Customers

3,915 Topics
6,988 Replies

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3915 Topics

We have 2 different invoice templates - when I make an invoice, I need to edit the phone number/ email to match the correct business. what can I do so they stay put?

No text available

5 years ago

dgueret

Sales & Customers

How does the credit card credit work for the payment of the credit card online?

No text available

5 years ago

cameronmcintosh1

Sales & Customers

I linked an expense to a project and added it to the invoice. Accidentally typed in the product service column and then the linked expense lost. can I undo this action?

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5 years ago

nicki-bannerman-

Sales & Customers

How do I show that an item has a sale price vs regular price

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5 years ago

Lucy-Wieser

Sales & Customers

My client sent an invoice to a customer and their customer said that the pay now button was missing. Is there a reason why it would be there one day and not the next?

No text available

5 years ago

userubboss

Sales & Customers

How do I get my default invoice template to open when I select new invoice?

How do I create a new invoice with the default invoice template?

5 years ago

sean40

Sales & Customers

Reconciling over and underpayments on invoices

Hi.I have an interesting problem that I've been working around in not-the-best way. (hard to untangle without keeping notes)I have a set of customers that are all part of a parent company that are invoiced individually.Let's call them Store 1, Store 2, Store 3.I need to keep them separate so that I can trace individual deliveries to the stores, etc.However, I receive ONE weekly payment from the overarching parent organization. Let's call that parent "The LCBO" for arguments sake. Occasionally there are keying errors when products are received.. either over or under.  I generally tend to just record the over- and under-payments and submit a request to correct them, or I modify my invoices if I find that there was an actual over- or under- delivery, based on a signed proof-of-delivery document that I receive back from my logistics company. It is much easier to deal with underpayments, since they still remain open and payable when matching bank transactions later. The speci

How do I create same invoices for the past 18 months,

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5 years ago

user63189

Sales & Customers

We auto-generate invoices every month. Is there a setting that stops customers seeing those invoices before we actually send them?

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5 years ago

tstokley-hotmail

Sales & Customers

My customers can’t open the detailed invoice. The view invoice button is not activated

No text available

5 years ago

nicki-bannerman-

Sales & Customers

How can I edit a paid receipt that was entered with the wrong product description?

No text available

5 years ago

solid_accord

Sales & Customers

What if date is a day behind?

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5 years ago

footprintsforfun

Sales & Customers

My customers can open the details of my bills ?

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5 years ago

info522

Sales & Customers

My client list an invoices are still gone

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5 years ago

ktln-nichol

Sales & Customers

My saved invoices are all missing, any way to retrieve them?

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5 years ago

jaclyngieni-gmai

Sales & Customers

My customers can’t view my invoice when I email them. I can’t mark an invoice as paid when I send it as a PDF. So basically this app is not fulfilling its most basic function. Am I missing something?

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5 years ago

famouscarpentry

Sales & Customers

My old address continues to pop up in my invoices even though I changed my information

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5 years ago

boomtowntowing-o

Sales & Customers

All of my customers and invoices are gone in qbo. It says 0 open invoices

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5 years ago

hello149

Sales & Customers

The QB assistant told me to go to my menu and select settings and then payment to set up the option of online payment for my clients. the problem is I do not have a payment t option to select.

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5 years ago

kristinaspromaid

Sales & Customers

All my contacts and invoices for my business are missing?

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5 years ago

Hauk

Sales & Customers

I would like to comment " e-transfer accepted" on my invoices. Is this possible?

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5 years ago

typhoninvoicing

Sales & Customers

When my invoice gets converted from servicebridge to quickbooks - for some reason QB is rearranging the invoice order when i print preview

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5 years ago

mark199

Sales & Customers

Hi - can i include the invoice number in the subject line when invoices are emailed to clients? thx

No text available

5 years ago

invoice3

Sales & Customers

Whats the best way to record income without preparing an invoice for a few months.

Work is being done on various jobs but are not to be invoiced until a few months from now when everything is completed. What's the best way to keep track of the work done without invoicing yet?

How to i change estimate to contract??

No text available

5 years ago

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