Sales & Customers

No text available

On a regular basis I contact my clients to know why they have not accepted my quotation.  Often they say that they have never received my Quotation.  Sometimes because the email address was wrong, or the email has landed in the SPAM or other reasons.  If I know that my customer NEVER OPEN the quotation...there is a problem.  QB can help me a lot by reporting to me all the un-open quotation.Making a quotation is time consuming but inevitable if you want to make sales.  But loosing a sale because you don't know the client never seen the quote...it's miserable. If I know that my client did not open the quote I would immediately try to find why.  But QB is not able to give me this information at the moment.And don't forget the bad opinion your leave behind you when the client is convinced that you did not replied to his request by sending him the quotation he was waiting for.

No text available

No text available

No text available

Hi there,Is there a way to make the invoice description field larger to allow for more of a description of the services?Thanks.

No text available

No text available

No text available

No text available

No text available

No text available

No text available

Previously, I have been able to successfully apply payment to customer accounts with no issue.  Now today, when I go in to "receive customer payments" I can search for the customer invoice and open it, but when I tab to enter the payment amount, the invoice that showed up disappears. I am not able to apply payments at all. Also, the customer list used to show up with a main customer account showing the total invoice amount outstanding with projects listed below it, but now they are all over the place. Anyone know what might be going on?

No text available

cash deposit from purchase match sale receipt. If I need to refund the customer partially, (example: $10 discount)The $10 will be withdraw from bank account. If I edit the sale receipt, it won't match with the original deposit. The withdraw of $10 has to be record in qucikbook. How to do this? If I use a Credit Receipt, it is not possible to record only a discount, I have to add "product/service"HELP

No text available

I set up two accounts (one is an income account and the other is for reimburseable expenses) and used them in my invoice.  When I reviewed the posting ledger, both amounts were  posted to the income account instead of being separated.

No text available

No text available

No text available

Can someone advise how to refund a customer payment to allow payment via a different method? I can see the steps outlined as shown below:                            1.From the Customers menu, choose Create Credit Memos/Refunds. In the Customer:job field, enter the customer name. Choose the item and enter the amount. Select Save & Close. In the Available Credit window that appears, select Give a refund then choose OK. In the Issue a Refund window, enter the amount and select the appropriate payment method for the refund. 2.Make sure Process credit card refund when saving is: Checked: If the payment still needs to be processed online. Unchecked:3. If there is no need to process the payment online or if it has already been processed. Select OK. 4.Delete the Credit Memo associated with the refund. This will un-link the two transactions. Locate and double-click the Credit Memo. On your keyboard, press C

No text available

No text available

No text available