Sales & Customers

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What are the credit card fees

Would like to have options for clients to etransfer, pay visa, etc.

I want to be able to add interest on overdue invoices in order to get clients to pay faster.

I have been using the 'Share Invoice Link' feature to send payment links to customers with outstanding balances.I am looking for a way to get a list of these links, preferably with customer email, but I can't seem to find that in any reporting option. Does this feature exist?

Our company provides a transportation service and we are paid bi-weekly. Our customer pays up front some of the expenses incurred by the driver (fuel, fleet insurance, plates and permits, etc and those expenses are deducted from the payment we receive.  When we receive the payment I want to create a sale recording the total revenue as well as recording the expenses we have had deducted from our total revenue.  Can anyone help?

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Hi! I have a problem with sales. I entered Sales Invoice in December. I received all money from bank statement throughs December 25. What should I do with money in bank from Dec 25. Should I received them through January invoice or there should be some adjustments?

Regrettably, the ‘Progress Invoicing’ feature, as implemented, does not live up to its promise. The primary function of progress invoicing is to communicate the progress of a project or line item over time. At it most basic implementation, he minimum information required must include amounts previously and currently invoiced, as well as the amount invoiced to date. It can be expressed in amount and/or percentage of progress. As currently implemented, the feature is merely a ‘fractional invoice’ based on a project estimate. Zero context of progress is presented to either the client or to the QBO user preparing the invoice. My clients continuously ask me for clarifications about the details of our invoicing. This is embarrassing for our business. In the absence of a useful progress invoice, it would be helpful if there was at least a more detailed report that we could attach to an invoice. Unfortunately, the ‘Estimates & Progress Invoicing Summary by Customer’ report o

I create invoices for my customers and request 65% down payment for every job that I do for them. Is there a way for me to add that to my invoice like "Total Due on Receipt" that is separate from "Total" it is confusing for my customers to see Total Due at the bottom that is different than the amount I am requesting payment for as a down payment. Basically I'm asking if there is a way I can add another line on my invoices that says "Balance Due Today"? Thanks!

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via text message or on whatsapp

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I want to be able to import details from a new supplier who also uses Quickbooks. If they send me an invoice, it seems quite redundant that I need to manually enter all their info as a new supplier, manually create a bill, and then manually upload the PDF invoice. If we both use QB online, surely there is a way to just add them into my system?

Is there any way that we can alter our Estimate Template to look this way: Item Name |  QTY  |  Cost  |  Markup  |  Retail Unit Price   |   Total Retail  We need it to show the retail unit price. Thanks

My customer has a credit of 5K but they also are a vendor. I currently have a bill from the vendor for 3K. How do I apply the vendor bill of 3k against the credit on Accounts receivable. The customer/vendor will not pay the 3k since they have a credit of 5k. I hope this makes sense. Thank you for your input and assistance

I did not have that issue in the past my clients always has the description of services . This has been going on for a few weeks and i tried to correct it but i didn't have any luck.

I have created new category in Product and services and it is not showing up on report. it active and I have clear all cache, restarted the computer and use incognito mode as well nothing. It will not show up as well I added a list of services to that category and I can see either. I try loading up again and it's telling me it has been added but I can't see it 

I see the invoice has been recetved.

As administrator, I've turned on the collections centre in company preferences but the other users don't have access to it.  Has anyone got any tips?

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I thought I would be smart and try to send my latest invoice to a customer via QB desktop.  It opens my Outlook 365, attaches the invoice as a pdf, autofills a bunch of nice things to say to the customer.  When I preview the PDF, the text/layout looks terrible.  Text and columns don't line up.  I have to 'print to pdf' to get proper layout, then compose new email and attach said pdf to the email.  Good thing I checked before sending it off.   - OR - the program freezes on me and I have to crash it...