Sales & Customers

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My client has a credit card that he uses for multiple businesses. I manage 2 of those businesses.  I manually entered in the credit card and charged to an invoice for his first business and it was processed fine.  I manually entered in the same credit card and charged to a 2nd invoice for his 2nd business and it's declined.  I get the message that there is something wrong with the customer's credit card (but it worked the first time). Is there something I missed? Is there a delay I must wait before charging again? Both invoices are the same amount, so maybe their credit card company thinks it's a double charge? Thanks. 

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I need to invoice one customer in 2-3 currencies for one job.I could set up 3 customers each with a different currency but then I cannot report on the one job.Anyone found a work around? 

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QB DT: I need to prepare monthly invoices for a capital lease of a few items of the same product as a lessor. Soon, the amount of the product will increase. How do I set that up? Term is 12 months (going from one fiscal year to another) until lessee pays in full. Agreement does not say anything about interest. TIA

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Hi everyone. In my following scenario involving company ABC - I'd like to know if it's possible to have recurring invoices go to employee1_at_abc.com (as this was the email i used during the setup of the company ABC) and have statements go to employee2_at_abc.com without having to manually edit each statement every time. Thanks

I need help with editing the sales tax on invoices that are added by Square. For whatever reason (bad design), Square cannot track sales tax because it is synced with a booking system. When Square adds the invoices to QB there is no sales tax. I have been manually editing each invoice to include sales tax - it hasn't been an issue with low sales during the pandemic. It would be very tedious when sales pick up. Is there a 3rd party app that can edit multiple invoices to add the tax? I would need to use it regularly. 

Hi there, Has there been any further development on being able to create a credit memo within the QBO Mobile app? I have more and more clients who deliver goods to customers and need to be able to create a credit memo on the go so that the customer can pay the net amount due. They do not want their employees fussing around with the browser version of QBO to be able to do this. I'd be interested to know if and when this will become an accessible function in the mobile app. Thanks,Linda

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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.