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Level 1

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

 
6 REPLIES 6
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QuickBooks Team

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Hello info822, 

 

Welcome to the Community page,  

 

when you say you have entered your details where are you meaning in Quickbooks? 

 

Is this changeme when you see the invoice in a print preview status?  

 

When you say 3 lines are still there? where are you looking in Quickbooks? 

 

Highlighted
Level 1

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Thank you , I worked it out in the ens. I am now trying to work out how to create an invoice for a deposit from an estimate and it to show as a deposit and reflected in the invoice and the final invoice. I send a quote/estimate, once it is accepted I then send a deposit invoice for 25% and then 1 month before the event send a final invoice. I cannot work out how do do this, 

Many thanks 

Sarah

Highlighted
QuickBooks Team

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Hello info822

 

what you need to do is create an estimate for the full amount full in all the details save and close

 

then go to all sales click on create invoice a box will appear to select the middle option, put 25% in of each line>create invoice 

 

this will show the invoice then save and close it go back to all sales 

 

on estimate click create invoice > select remaining total of all lines>create invoice > this will show the invoice then save and close 

 

then when you receive the money you can then click on received payment on both invoices. 

 

 

 

 

Highlighted
Level 1

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Thank you for this. 

I had got this far but I need to not have each entry showing as a 25% amount, just the total, This is for the clients information. Is this possible? 

Thank you 

Sarah 

Highlighted
Level 1

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Also is there a place where I can see all sent invoices with dates etc?

Highlighted
QuickBooks Team

Hi there, I am just setting up my invoices, the words changeme on the invoice. I have entered my own details but those 3 lines are still there- how do I get rid of them?

Welcome back to the Community, @info822.

 

Thanks for sharing to us the result of the resolution provided by my peer. Yes, you can send the total amount (25%) to your customer.

 

After creating an invoice, simply run a statement in QuickBooks Online. This transaction will show a summary of your customer’s invoices, payments, credits, and balances.
25.3.png 25.2.png 25.3.png

 

Pulling up the entry can be done with just a couple of clicks. Here’s how:

 

  1. Click the New menu in the upper left hand and select Statement under Other.
  2. On the Create Statements page, choose which type of entry you want to send (Balance Forward, Open Item, Transaction Statement).
  3. Key in the correct transaction date in the field box.
  4. From the list, mark the box of the statement you want to send to the customer.
  5. Press Save and send to email the entry.
    251.1.png 25.png 25.4.png

The following article provides an overview of the feature. It includes instructions on how to make and customise a statement: Create and view customer statements.

 

To view all sent invoices, let’s open the Transaction List Report by Customer and then tailor the data. Here’s how:

 

  1. Go to Reports on the left panel and enter the Transaction List Report by Customer in the search field.
  2. This will open the list of entries recorded in QBO.
  3. From there, click the Customise menu in the upper right to open the Customise report window.
  4. Tap the Rows/Columns option to access the Change columns link.
  5. Mark the box for Sent and then press Run Report to reflect the changes.

For additional information about personalising the data on a report, check out this article: Customise reports.

 

Keep me posted if you need further assistance while working in QBO. I’m here ready to help and make sure you’re taken care of. Have a great rest of the day.