Sales &amp; Customers

ed-rbakery-ca

How to find the check no associated with the payment made towards an invoice

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kelley@opfgroup.

If I quote a customer for 10 widgets, they approve me to ship 6 now and 4 in a month - How should I invoice 6 off the estimate, still leaving the remaining 4 as pending?

I can update the quantity when I convert the estimate to the invoice, but I'd like to create the "back order"

robertab-flowlin

How to post double payment for an invoice?

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TGiTA

We've had a situation come up where an invoice that has been paid is sending reminders to the customer. Now they have double paid. How do we prevent this from happening?

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brandonraymond19

Hello just curious off a better way for saving my invoices

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track a payment

How can I correct income duplicated through a/r invoice and imported bank transaction?

accounts receivable invoices showing up as deposits to bank and income also being recorded when bank transactions are downloaded

kinoconstruction

Why did I not receive a copy to my email after sending an estimate or invoice to my customer?

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taxshopinc1

Is there a a way for my usd client to pay me through quickbooks online using a usd debit card?

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psworkNew Member

Why do the invoice lists come up in WHAT EVER ORDER THEY WANT instead of my invoice or at least by date?

GOING IN TO INVOICES - Would it not make sense for our invoices to come up in the list by date or order?  Is there a way to do that instead of having to change EVERY time we I in

AREA1FX

My invoices are customized to group by date. When I use more than 50 lines Service date will not print. Does anyone have the same issue?

My solutions at the moment is entering manually on the top line.

mikep-endeavours

How do I include a square credit card link on an invoice

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White Haus

Have customer snapshots been eliminated with QBO? I used to love this feature to quickly review average days to pay, quote/sales totals etc in Desktop.

Or is this yet another failure to include essential features from Desktop?

francoisgeneralc

If a client paid other method then thru open invoice in quickbooks, Can I close or approve the invoice?

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chuntley-genesis

Can I limit a user to just viewing/creating invoices and estimates

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mdix2023

Price Rules in QBO - Setting the order

I have a stand alone price that is different then what a customer would pay for the bundled price.  In Enterprise I was able to have this set up as a different price that we could select when necessary.  In QBO when I set it up it becomes the default price that automatically appears.  I don't want that to be what happens.  I want this to be selectable only when necessary.  Is this an option in QBO?  Basically I am trying to make the new price rule to not be the default 

Momma Gus

Does QB have a process for outside expense invoice approval? Other board members need to approve invoices but do not need to be inside the QB program.

Our bookkeeper does not have authority to pay expenses without the approval of 2 board members.  We need an easier method of getting the approvals done. Thnx

Fusion Pro Electric Ltd

How do i make an invoice have the word paid on it that i can send to a customer

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mpeters-trillinc

I have not posted the pd7a payment but qb thinks I did

How do I record this please?

julio-garciamedi

I would like to add a $1000 discount to a customer. No matter the steps I follow this option is not available. How do I add a discount?

How do I add a discount to my invoice?

saskks

Customer invoice underpaid form previous fiscal year

I started a new job some time ago and I would like to clean up QBO a little. There were a few invoices hanging as overdue (short a couple of cents) and I was able to write off some of them using Accountant Tool.Unfortunately, a couple of them are from the last fiscal year so I assume it would affect the books from last year if I use Accountant Tools - Write Off option. I was advised by our accounting department that I should make a journal entry, so I did, but it is still showing me that those two invoices from 2022 are overdue. Now, there is an option to apply those write offs to the invoice but I am worried that this is going to mess up 2022 that is obviously closed. Any advise please?

viktoria-charmse

How to set up late fees on overdue invoices?

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nancyandgary-par

Is it possible to have two different types of tags for an invoice?

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