Hi Juneeta,

Thanks for posting in the Community!

You'll have to select a GST code in the invoice to calculate GST on your transaction. Here's how:

1. Click on the + New button.
2. Click on Invoice, fill out the customer name, invoice date, due date.
3. Set a GST under Amounts are field.
4. Select a product or service, enter a quantity and rate.
5. Select the GST code under GST column.
6. Click on Save.

Check out the screenshot and link below for reference: Create invoices in QuickBooks Online.

Feel free to post again in the Community if you have further concerns. I am around to help you.

Where do I find the customer emails that my invoices are being sent to? Now that I can't revert to the old view, I can't see them (which means I can't edit them!). 

How can I check if invoices have been sent and received by the intended recipients?

Hi Bevula,

You can use the Audit history to view the customer email address and other details like  if an invoice was sent. 

Here's how:

1. Open the invoice.
2. Click More at the bottom.
3. Choose Audit history.

If you wanted to get a copy of your emailed invoices, you can add your email on the Blind Copy (Bcc) new invoices to address option on your settings.

Let me guide you how:

1. Click the Gear icon.
2. Choose Account and Settings.
3. Go to the Sales tab.
4. Click the Messages section to expand the preferences.
5. Under Sales form, choose Invoice and other sales forms.
6. Enter your email in the Blind Copy (Bcc) new invoices to address field.
7. Click Save then Done.

That's it! You should be able to view the invoice information. 

Let me know if you have any more questions. I'm here to make sure you are all set.

Hello, we have edited our standard invoice template to contain a "Leave us a Google Review" and under that is the link to our Google Review page. 

But when we send our invoices to customers it does not show the link on their end. It just shows the following....

Leave Us a Google Review

<>

It replaces the link with "<>"

We need help fixing this problem.

There could be several reasons why the customized link isn't appearing in the invoice email, @PPC_office. Let's discuss these reasons and ensure it'll included when the transaction is sent to your customers.

In most cases, browser-related issues, used devices, and email settings are the common causes why emails have missing information.

To troubleshoot this, test sending the invoice to yourself or a colleague to see if the link appears when viewed from a different email account or device.

Furthermore, ask your customer to verify their email configuration. Some email providers may not support active links.

If they support active links or their email setup was configured correctly, you can let them do some steps to rectify the issue.

First, let them access the email on a private or incognito window for testing. See the following shortcut keys below for quick navigation:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

If it works from there, advise your customers to clear their main browser's cache. They can also utilize other supported browsers as an alternative.

I'm adding these resources to ensure that your sales transactions are connected from start to finish and can be matched with your bank statement:

• Record invoice payments in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

The Community page is always available. If you need help with your sales entries, feel free to leave a comment. We're here to assist you, @PPC_office.

Hi there, Is there anyway to create a customer specific invoice.  The customer has slightly different information in respect of my Company Name?  However, I do not want that customer's invoice to be the template.

I have a workaround on this, Martin.

Creating an invoice template in QuickBooks Online only takes a few clicks. I'm happy to outline the detailed steps with you so you'll be a pro in no time.

To prevent templates from reverting to the old one, we can set your preferred template as the default to make it permanent. Let me show you how:

1. Navigate to Settings.
2. Select Custom Form Styles.
3. Locate the desired template and choose the drop-down arrow.
4. Select Make Default.

I’m also adding this article that tackles more about the topic: Customise your invoices, quotes, and sales receipts.

Every time you create an invoice for this specific client, ensure to use the personalized template you created. Here's how to check if you use the correct template: 

1. In the Invoice form, click the Customize button in the bottom part. 
2. Select the template you've created. 
3. You can also hit Print or Preview to see what the forms look like. 

Additionally, ensure that you have a default invoice template for other customers. As a result, the custom template you created will not apply to another customer.

Did you know that you can create recurring invoices so you can use the same template? To learn more about this functionality, please click this link: Create recurring transactions in QuickBooks.

Please reach out to me again if you have additional questions related to the templates or other concerns with your account. I'd be glad to provide the steps. Have a good day!

looking to use paypal for accepting credit cards on invoices . (Ratings Look very Bad).

 It is allowed to pass on the 1.7% fee to customer as a surcharge if they choose to use Credit Card.

  How do you get that to happen when they pay the invoice ?  Make selection  and Payment .

I appreciate your interest in utilizing PayPal to accept credit cards or online payments for your invoices, wedge_eagle. Let's get started and streamline the invoicing and payment process for you.

You'll have to set up the Accept Card Payments with PayPal in QuickBooks Online (QBO) to enable your customers to pay for their invoices using a debit card, credit card processed by PayPal, or PayPal Wallet.

To start:

1. Sign in to your account as an admin.
2. Go to the Apps menu.
3. Search for the Accept Card Payments with PayPal app, then select Get app now.
4. Follow the prompts to grant permission for PayPal to connect to QuickBooks. 

After that, enable PayPal to sync PayPal transactions into our system. You can learn more about the process from this article: Set up the Accept Card Payments with PayPal app in QuickBooks Online.

When tracking your invoices, mark the Accept Card Payments with PayPal box, and your customers can use their cards when making payments. 

You can consider reviewing the details from this material to know more about the process: Create an invoice your customer can pay online.

The Community is always here to support you. If you require additional assistance while processing your invoices and payments, let me know by leaving a comment below. I'm always around to help.  

I am having an issue trying to get GST added to my products/services.  I click the dropdown arrow for sale tax and nothing drops for me to select.   What step am I missing?

It's great to have you here in the Community, @allan20!

To add GST to your products or services, you need to enable it first. Doing so will also allow you to lodge your business activity statement (BAS). I'd be pleased to guide you through the process. 

Here's how:

1. Go to the GST menu and click Get started.
2. Under the GST section, choose the accounting method and BAS lodgement frequency that applies to your business. If you're not sure which option to choose, you can get in touch with your accountant or bookkeeper, or contact the ATO.
3. If your business is obligated to report Pay-as-you-go Withholding, select the PAYG Withholding box to "tick" it, then choose your reporting frequency.
4. If your business is required to report PAYG Instalments, select the PAYG Instalments box to "tick" it, then choose your reporting method and reporting frequency. You can also visit the ATO website for more information about the reporting method.
5. If you report any of the following taxes, select Other taxes and tick the ones that apply to your business:
   • Fringe Benefits Tax
   • Fuel Tax Credits
   • Wine Equalisation Tax
   • Luxury Car Tax
6. Click Save and finish.

Now that you're set up for BAS and GST, you can start recording transactions with GST in QuickBooks Online (QBO). For more detailed information, feel free to visit this article: Set up GST and BAS in QuickBooks Online.

Just in case you want to edit the GST settings, you can check out this article for guidance: Edit GST settings in QuickBooks Online.

If you need further assistance setting up your GST, please don't hesitate to reply. I'm still ready to help you out.

We regularly bill our clients either monthly or quarterly and want to add a billing period to the invoice that's automatically generated, eg: Client A Billed Quarterly, Invoice created 01/01/2024 and it's for the period of Jan/Feb/Mar 2024, then Invoice created 01/04/2024 for the period of APRIL/MAY/JUNE 2024

how do add that "BILLED" period on the reoccurring invoice template for the client showing that information, it that something we can do or would we need to create 4 templates JAN/FEB/MAR, APR/MAY/JUN, JUL/AUG/SEP, OCT/NOV/DEC with the quarter date range added as text and reoccurring 12 monthly?  (i hope not that's a lot of work)

Thanks for posting in the Community, JSELL1750!

If you are using the QuickBooks Online Essentials and Plus version you can make use of the custom field option in QuickBooks Online to be able to add BILLED period in your sales form. Here's how:

1. Click on the Settings icon, and click on Custom fields.
2. Click on Add field or Add custom field.
3. Enter a name in the Name field.
4. Tick the All Sales forms or Purchase Order box.
5. To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
6. Select Save.

Then, create a dummy invoice to see newly created custom field. 

Furthermore, if you are billing your clients on a quarterly basis you can also set up Quarterly payment terms so your due date will be set quarterly. Here's how to add new terms:

1. Click on the Settings icon.
2. Click on All List.
3. Click on Terms, and click on New.
4. Enter a name, and under Due in fixed number of days you can enter 90 or depends with your invoice terms.

When you create an invoice set the terms of how long the customer needs to pay the invoice.

For reference you can also check this link: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Post again in the Community if you have further concerns. I am around to help you.

thank you, have set that field up in the invoice, and its good. but what I was trying to get QuickBooks to do, was when the reoccurring invoice automatically inserts into the "Service Period" field I have created on the template/form

Hi JSELL1750,

Thanks for getting back to us. If you've filled out the custom field when you created the recurring template, the information should show when the invoice is generated by the system.

Also, for us to better assist you with your recurring invoice template, I would also recommend contacting our Customer Care Team. That way, they can check your template in a secure way. 

How to contact customer support
 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
   Start a chat with a support expert. Live chat M-F, 8:30 AM to 6:30 PM and S-S, 8:00 AM to 8:00 PM, AET.
   Call us. M-F, 8:30 AM to 6:30 PM, AET.

Drop by again in the Community if you have further concerns.

How do you amend the Quotes Proforma so it prints correctly.

Currently the margins are wrong and you can't see all the Amount Figures in a print of the document.

Hi toniw-penfoldpro,

Let me guide you on how to check the print settings in your sales forms. Here's how:

1. Click on the Settings icon.
2. Click on the Custom form styles.
3. Click on Design tab, and click on Edit print settings.
4. You can select Fit printed form with pay slip in window envelop or Use letterhead paper.
5. Click on Preview PDF to view print settings.

Try again to print your quote to verify. If you are using a MAC computer with Apple Sonoma operating system, the issue is due to the removal of certain framework support (that are necessary for PDF to render correctly) by Apple in the recent OS upgrade. This is impacting printing of only those PDFs which are having characters/fonts that rely on those frameworks.

This is something we don't have visibility on as this is an external . This issue is not QuickBooks application specific, and hence no fix could be provided for this for customers from us.

Please use the work around in the meantime:

1.The customer has to download the PDF to his local machine from QuickBooks.
2.Use Adobe Acrobat Reader to open the PDF document.
3.Print the PDF document from there.

Drop by again in the Community if you have other concerns. I am around to help you.

I am trying to raise an invoice for agistment 

description - say cows & calves   - quantity say 20 at $7 per head for 3 weeks

I can only seem to have the two columns for calculation not three - can I put in a third column?

Hi there, Invoice20.

May I know what column you're referring to in QuickBooks Online? Adding additional details about this and the task you'd like to perform is beneficial in providing accurate solution. Sharing a screenshot of the page would be a great help, too.

I'll keep an eye on your response to ensure this gets taken care of. 

https://quickbooks.intuit.com/learn-support/en-au/help-article/invoicing/record-invoice-payments-qui...

When I record an invoice payment, like in the above article, it there a way to save and print? Or even to just save (and not close) so then we can print the invoice without having to find the invoice and re-open it, before beingf able to print? 

Hi PTC26,

Thanks for joining the thread!

As of the moment, we only have a Save and close and Save and new option when recording an invoice payment. After you save the payment, you can click on the pop-up showing on the top which says Receive Payment (amount) saved. Please see screenshot below.

Then it will open the payment you've recently save and from there, you can click on the invoice you've marked as paid and select Print or Preview.

Feel free to let me drop a comment below if you have any other questions. We're here to help you. 

Good day to you. Thanks for sharing your concern about matching a supplier credit to a deposit in QuickBooks Online (QBO). Let me provide some details to help you achieve this.

​​​​​

There's no direct way to match a bank deposit into a supplier credit, as it will not show up as a match on the Banking page. However, you can match the supplier credit to the deposit by hitting Accounts Payable (A/P) when adding/categorizing the deposit in your bank feeds.

Suppose you already have a supplier credit note, we can proceed to hit the A/P in your deposit transaction. Simply go to the Banking page if you have the deposit sitting on the For review tab. Then, add the transaction and ensure to select Accounts Payable (A/P) from the Category section and choose the correct vendor. See the sample screenshot below:

You can also edit the deposit transaction and ensure to use the A/P account.

Finally, use Pay Bills to connect the bank deposit to the vendor credit. Even though you aren’t paying a bill, this is the right thing to do as this last step is to keep your vendor expenses accurate. Here's how:

1. Click the + New button, then select Pay bills.
2. Select the bank deposit you just created. You’ll see the amount of the vendor credit in the Credit Applied field and the Total payment should be A$0.00.
3. Tap Save and close.
4.  

Additionally, you'll want to check out this article for the detailed steps in case you need to review all your vendor transactions in QBO: How to view and edit supplier transactions in QuickBooks Online.

If there's anything else about handling supplier transactions in QBO that I can help you with, please let me know by leaving a comment. Take care, and have a great day ahead!