Sales & Customers

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how do you add interest to an invoice, customer is late paying

I see the discount option but that is before HST. In Quickbooks Desktop if a customer short pays an invoice it asks you what you would like to do with the balance. Is there this option in Quickbooks online?

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I am using the process of editing deposits and making sure they link to the "Customer" and are recorded as "direct deposits. But seeing a duplication of credits when I receive payments.

Is there a way to run the report so that I only see retainers that have a balance /credit and not the list of ones that have been exhausted. It makes for a long report but I really only need the 10-20% that still have open retainers. Thx

Our QBO instance is in CAD, the embedded option to accept credit payments only works for CAD clients. The option does not turn on for USD clients. Is the another vendor/plugin that fixes this?

We have a customer that collects payment for multiple customers.Is it possible to do one of the following? Individuality invoice each customer but send all the invoices to a single customer and allow the customer to pay in one lump sum or split payment to each invoice.OrIs it possible to send a single invoice that sums up multiple products each owned by a different customers?

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This is with QuickBooks Online

My technicians have no business seeing the company’s income and other private info.I need the users to have limited access while being able to add customers and generate invoices and receipts. This doesn’t exist!!! Any suggestions?

It's a feature in the app on my phone

Hey everyone!I'm new to QB Desktop but am loving it so far. One question I've got has to do with customizing my invoice. I'm happy with my layout but I don't like that when I generate an invoice with client data there is an item line inserted with the sales tax amount as I've already got my taxes at the bottom of my invoice. I've attached a screen shot to show what I mean. Is there any way to remove this line?  

To be clear: I have my tax rate set but when I’m snapping receipts they are tagged as information missing until I open them again and select that tax is inclusive and that the rate is GST/PST combined. This seems unnecessary and I assume there must be a place where I can set these as default and only change them in the rare instance the receipt does not match these parameters.

Is there a way to get the add subtotal option using a sales receipt? It is an option on the sales invoices.

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When I go to The view payment history link that comes under Billing and Subscription I can not find any pdf file

We're transitioning from Wave to Quickbooks. I'm used to uploading invoices about 60 at a time every 2 weeks, and with wave we had to manually add the 2nd tax after uploading via csv. In Quebec we have to have both TPS and TVQ on our invoices.I've looked at the template to upload invoices and it doesn't seem as though there is a way to include both on upload. Is there a work around for this?

When calculating a terms discount in Canada, the tax amount cannot also be discounted. So the QBO instructions on how to take a discount sadly do not comply with Canadian bookkeeping regulations as they discount the items and the taxes - when term discounts must not be applied to taxes. If items are being discounted for a sale, this would work. But if a customer has terms of 2% 30 days, net 31, the 2% can only applied to the pretax amount and not change or affect the tax in any way... So the discount in QBO invoices is not beneficial at all for terms discounts, which is how the majority of my customers pay.

The owner wants me to use the money owed to him from his investment to pay some invoices where he took stock. How do I post this?

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