Sales & Customers

Hi! I am new to QBO.  I am trying to set up a catalogue of customized invoice templates to use for my company's most frequently used transaction types. I have been able to set up a number of templates but changing certain fields in one custom template seems to result in all of my saved templates receiving the same edit.  One field is the first message box under the Content menu - see image. (The placeholder text is: "We appreciate your business and look forward to helping you again soon.")The other field is the Standard Email Message to Customer.  Any help customizing those fields for each template would be appreciated! Thanks!

Just recently switched from QB Self-Employed to QB Online. Looking to use QB's invoicing and payments and move away from Stripe... So my question is, am I able to invoice an existing customer, and immediately charge their card that I have on file without them manually have to do anything? Thank you.

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Hi all.  I had a customer overpay on a previous invoice.  So, on their next invoice, I applied that overpayment in the form of a credit to the invoice.  On my invoice screen in QB, it shows exactly what it should.  It shows the subtotal at the bottom, the tax amount, a Payment Applied: line, which shows the amount applied, and so the total amount due shows exactly what it should be.  But when I Email the invoice (or print it), it comes out as though I never did the Payment Applied part at all.  That has to be among the dumbest things I've ever seen QB do.  So of course, the customer overpaid again.  Can I not trust QB to do this one basic thing properly?  :( 

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Hi all, my quickbooks invoices template have got a bug as shown in the picture. It was after i migrate my Quickbooks desktop from 2014 premier to 2021 premier. I tried to create a new company and import my old invoice template, there are no background line. But for my old migrated file, there are background lines on the invoice. I try migrating my old files to new files using backup copy and portable copy. Both have the same issues with the invoices template. Please help..

We have clients that have multiple ongoing projects that we bill monthly.Last month, I was pleased when QBO offered to group the time by project when I went to create an invoice, and nicely subtotalled the time for each group.This month, no way I can find to create the same thing! 

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I have one company with multiple 'Doing Business As' names under the one company.  What are the options to be able to send different invoice templates to different customers? How can I easily switch between invoice templates based on the customer? Are there more/better options if I start using Quickbooks Desktop version? Thanks