Manage Customers and Income

Need to ask for assistance as I can’t add my business registration number to my invoice. I tick the tick box but it doesn’t safe to the template

It’s not saving to the template

1 month ago

manoloengineering

My VAT number do not show on invoice?

company VAT number do not show

3 months ago

kim-williams1

How do I record a refund to a customer, I have tried a refund receipt but it does not clear the customers account. How do I record this?

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3 months ago

janie9

Can I link a billable expense to a invoice after the in voice has been generated?

I sometimes have to invoice before receiving a bill. How can I add the billable expense to my invoice once I have received a bill?

4 months ago

marietjie2

My invoices and statements are no longer delivered to my email inbox please help urgent they show as undelivered

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4 months ago

lorniegibbons

Can I retrieve an upload template after I uploaded invoices?

Where can I find my previously uploaded file on Quickbooks?

4 months ago

trevor6

Why do I get the following message: Exchange Gain Loss account cannot be modified

I have changed the Account type to "Other Income" instead of Other Expenses

Africa-Equipped-Services

How do I allocate a payment as credit on a customer's account?

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mokhosi

How do I send invoice as attachment instead of it appearing on the body of the email?

How do I send invoice as attachment instead of it appearing on the body of the email

sonita-kruger

Why was the platform changed now it is not user friendly - where can I find all my previous invoices

Where is all the previous invoices

nickie4

Is it possible to process negative invoices? I would like to put customer returns and new purchases on one invoice even if we owe them at the end.

We are a retail store. If customers return items and buy new items simultaneouly, I would like to put it all on one invoice even if the result is we owe them money. Currently I can only do this if their new purchases exceed the return. Going into credit notes and then invoices is complicated for the staff and ends up with errors

6 months ago

accounts639

Is there an easier faster way to do recurring invoices for +/- 600 clients .As to do them one at a time -

we have to make all our clients (+/- 600) invoicing recurring whit in the next 2 days. Is there a faster easier way to do it than doing it one at a time?

6 months ago

serena9

What is the maximum stock / inventory items that can be loaded on QB advanced ?

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6 months ago

thesalesmaker2021

Is there any way to have only a customer's "Company Name" show up on an invoice in the "Invoice To" area?

The invoice to area always shows First Name Last Name and either the Company Name or the Display Name. Very frustrating, as I only want the Company name to show.

Dimakatso-Molapo

HOW TO CREATE PRO-FORMA INVOICE

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Info2291

I want to have pdf for a qoate

I need the client to download qoate without quickbook in it

roets-martin

How do you have EUR bank details on your EUR Invoice Template and ZAR bank details on your ZAR invoice Template? Each time a new invoice is made out, it goes to default

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sales326

can I add my own invoice template design into quickbooks?

I know I can amend the designs already incorporated in the quickbooks template design, however I want to add our company template already created in a word/ pdf format. I want our logo to appear larger than the options given in quickbooks.

mcadentbusters-g

New invoice layout doesn't allow me to select tax rate

Can't access tax rate when creating a new invoice.

kencurrin

The new mobile app will not allow me to add a tax code on an invoice item. The tax code is already allocated on the online version

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Stone6

Need help custom field on products and servicesQuickbooks online

How do we add custom fields to product and services line items? not just at the top of Quotes/Invoices The main reason is because Quickbooks online does not have the option for Unit of Measure so we want to maually add that in on tline items on a custom field (ideally a calculation but manual is ok)

franz4

can i add another email to my customer to enable both to get the invoices

adding two email to a customer

dennis30

Where do I find a statement icon so I can send a customer a statement?

I have to send a customer a statement with a nil balance as the customer paid