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Everything you need to know about banking in QuickBooks Online - Discover more

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Replying to:
EmilyMockett
Level 7

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Hi Jess,

 

Ensuring that you invoice template is customised within QuickBooks Online is such a simple one, but is very effective. By adding some personal touches such as a logo and colour can make you invoice stand out from the rest. Ensure that you have your terms clearly displayed on your invoice as well as the ways in which your customer can pay you (i.e. your BACS details or who they should make cheques payable too).

 

Don't forget that QuickBooks has a reminder function as well (although you cannot currently automate this) which you can use to send out a friendly reminder to the customers who haven't paid approaching their invoice due date. 

 

Kind Regards,

Emily

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