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JackS
Moderator

Creating Invoices | Post Your Question Below

 

If you have any questions about how to create an invoice, please post your question below and an expert will help you get where you need to be. 

 

 

Creating Invoices.png

34 REPLIES 34
Lynette17
Level 1

Creating Invoices | Post Your Question Below

Hi, how do I delete a logo from an invoice. I tried to upload a photo but it is incorrect and now I would like to delete it

Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Lynette17, thanks for posting on this thread, if you have a look at this help article it has all the steps you need to be able to remove a logo.

Visual
Level 3

Creating Invoices | Post Your Question Below

I have chosen to put my bank details on the invoice, which is standard practice. However customers receive a link to a page that appears to be a dark pattern, asking my customers to nag me to sign up to your payment services so that you can take a cut of my revenue. It is resulting in uncertainty and un-necessary confusion by placing a large call to action asking if customers would like to contact me about ways to pay, whilst the link to my invoice which contains these critical details is minimised over on the right. How can I get this link to display this invoice rather than Quickbooks' disruptive message/advert?

Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Visual, thanks for posting on this thread, where exactly are you/they seeing this? Could you provide us with more information, please? Thanks 

Visual
Level 3

Creating Invoices | Post Your Question Below

Here is a screengrab of what my customers see with some details removed. Dispite my invoice very clearly having bank details asking for a transfer, customers are contacting us because of this quickbooks message that introduces uncertainty and prompts on my side promotes Quickbooks payments, GoCardless and Paypal who would take a cut of my revenue whilst distracting the customer from paying. This is hindering my business.

GeorgiaC
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Visual, thanks for expanding on this. We appreciate how this may cause confusion on the customer-end and it's helpful to get feedback from different perspectives. So that this can be reviewed by our product team, please submit via the Cog > Feedback in your QuickBooks. Thanks again!

Visual
Level 3

Creating Invoices | Post Your Question Below

I raised as a complaint instead to [email address removed] :

 

"Previously when I sent invoices to a customer, they would get a preview and be able to see the invoice online at the link provided.

Now they just see the invoice total and get the message:

"Looking for a way to pay? We can let XXXXX know you’re not sure how."
And below that is a nag button "Yes Let them know" or "No Thanks"

Whilst quietly over on the right is a tiny button linking to the actual invoice which contains myriad bank details and advice on how to pay.

I believe quickbooks is using Dark Patterns to get my customers to nag me to sign up to your card and direct debit services so that you can take a cut?

I'm shocked to see this getting in the way of customers paying and prompting confusion and un-necessary extra emails from customers when all the details are clearly set out on the invoice.

This is a strong reason to leave quickbooks immediately if you intend to stand between me and my customers.

Please restore the clarity in communication for the contents of my invoice and respect my choice to ask for a bank transfer.

Failure to do so will result in me writing to the UK Payment Systems Regulator, Financial Conduct Authority, and Advertising Standards Authority about this illicit practice of asking my customers to nag me about your services while obscuring my invoice and payment preferences.

GeorgiaC
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Visual, thanks for sharing your concerns with us here. It isn't our intention to promote other payment services with the updated e-invoice interface, and we apologise if this is how the change is being perceived. Please be assured your comments will be shared back to our team for review.

Visual
Level 3

Creating Invoices | Post Your Question Below

Hi,

 

The screen grab I shared is of a supplier's invoice which prompted me to check if it was happening to my own.

 

In my case, an invoice for just short of £10,000 was not paid on time because your invoice link prompted the customer to ask me how to pay it, when the actual invoice clearly says. They therefore didn't included in their payment run before it was due.

 

My company's end of financial year is today, and because we have not received their payment I could not use the cash on pensions and other expenditures to reduce the profit, so Intuit's change to how customers see invoices has cost us £2500 in tax.

Steve Kimber
Level 1

Creating Invoices | Post Your Question Below

I have a standard invoice that shows all my bank account details including $ & € accounts, However I have one customer who accounts department only want to see the sterling account, They are a very needy blue chip client so i have to comply.

I have created a custom invoice for them only but I can not work out how i apply the custom invoice to there account ?

GeorgiaC
QuickBooks Team

Creating Invoices | Post Your Question Below

Hi Steve, thanks for posting on this thread. 

 

It's not possible to designate invoices templates to specific customer accounts. Instead, you'd apply this at the point of creating the invoice by selecting Customise on the bottom toolbar > select the template from the list.

Palcouk
Level 1

Creating Invoices | Post Your Question Below

Just started, had the 'boarding session' they were supposed to send me links to the items discused, But they have not done so. Namely I receive a PO from the client via email attachment how do I upload that attachment from the PC into QB on-line presumably invoice?

T/Y

AlcaeusF
Moderator

Creating Invoices | Post Your Question Below

Hi Palcouk,

 

Welcome aboard to the Community space. I can help you upload an attachment to an invoice in QuickBooks Online.

Sometimes, email providers route QuickBooks articles to the email's spam folder. I recommend checking this section to verify if the links are showing to that section. You can also share with us the items discussed so we can send some articles for you.

 

There's an option to include attachments when you create an invoice in the Online version. You can see it at the bottom part of the transaction. From there, you can upload the PO file from your PC.

 

Here's how:

 

  1. Sign in to your QuickBooks account.
  2. Open the invoice.
  3. Scroll down to the bottom part.
  4. Click Attachments.
  5. Go to the file location of the PO.
  6. Upload the PO.
  7. Hit Open to upload.

 

Also, customizing the appearance and layout of sales forms is a simple yet effective way to enhance your business communications. I have a link here you can visit to learn more about creating sales form templates in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to keep in touch if you need more guidance uploading attachments or managing invoices. We're always available to help you out. Take care always. 

Palcouk
Level 1

Creating Invoices | Post Your Question Below

The onboarding session links email  came through later that night (I had allready checked junk)

I recieve a PO as a pdf attachment via email, I dont realy want to have to save that attachment to the PC to then upload from file explorer. I can see how to upload purchase receipts rec'd via email, but not a PO to then convert that to an Invoice.

When I do a QB help/search with "PO" in the criteriait seems to suggest that I need to upgrade from Essentials?

ChristieAnn
QuickBooks Team

Creating Invoices | Post Your Question Below

I appreciate you for coming back to the thread and adding extra details about your concern, Palcouk. I'll be sharing details on how Purchase order work in QuickBooks Online. Let me also provide alternative way to achieve your goal.

 

Please know that the Purchased Order feature is only available in the Plus and Advanced versions of QuickBooks Online. That said, yes, you'll need to upgrade from the Essentials plan to the said version above if you need to use it to run your business with QBO.

 

On the other hand, converting a PO to an invoice is currently unavailable in QuickBooks. You can only add an accepted purchase order to expenses, bills, or checks. You can open this article to see extra details: Add purchase orders to expenses, bills, or cheques in QuickBooks Online.

 

 For now, I recommend visiting the Apps menu within QBO or our QuickBooks Apps site for any recommendations we can integrate into the platform. This way, it'll help you turn a PO into an invoice transaction.

 

Lastly, I'm also adding this article and sharing it with your student if she needs further guidelines on how to effectively handle the business using QBO: Help guides for QuickBooks Online.

 

Stay in touch if you have any other QuickBooks Online-related concerns. I'll be right here to answer them for you, Palcouk. Enjoy the rest of the day!

Palcouk
Level 1

Creating Invoices | Post Your Question Below

I also notice when I create a new Supplier whos is a CIS subcontractor, the help/info states that in that client details there is the option to select Cis sub, but its not there?

SirielJeaB
QuickBooks Team

Creating Invoices | Post Your Question Below

We appreciate you for getting back to the thread, Palcouk! Thank you for sharing your concern about adding a CIS subcontractor to your QuickBooks Online (QBO). We'd be pleased to provide you with information about this matter.

 

Businesses using the CIS (The Construction Industry Scheme) need to deduct money from subcontractors' payments, which then go to HMRC as part of their tax and National Insurance obligations. 

 

Before adding a subcontractor within the program, please ensure that you turn on the CIS feature to have the  Is subcontractor checkbox in the Additional info section when creating your new supplier. Please follow the steps below:

 

  1. Click the Gear icon, then choose Account and Settings.


     
  2. Go to the Advanced menu.
  3. Select the Pencil icon of the Construction Industry Scheme (CIS) tab.


     
  4. Tap the Enable CIS radio button.
  5. Fill in the necessary details, then hit Save.



     

Check out these articles containing information about the Construction Industry Scheme (CIS) and how to use the CIS feature in QuickBooks Online: 

 

 

The Community is always here if you have further questions or need assistance with other QuickBooks challenges. Simply click the Reply button below or post in the Community again. We're rooting for your business endeavors, Palcouk!

sari_siron
Level 1

Creating Invoices | Post Your Question Below

i tried to import data which before I do not have an issue but since yesterday, its shown :

 

WhatsApp Image 2023-10-25 at 10.37.53 AM.jpeg

what should I do to solve this issue

RoseJillB
QuickBooks Team

Creating Invoices | Post Your Question Below

I’m here to address your concern about the error message you encounter upon importing invoices in QuickBooks Online (QBO), sari.

 

The error message pertains to importing invoices that have hit a stock item and are dated before the item’s stock as of date

 

For instance, let's say that on October 25th, you create a stock item and begin monitoring the amount on hand. QuickBooks won't allow you to save nor import an invoice dated October 24 if you try to use that item on it since that date falls before the day you start keeping track of the item's quantity on hand.

 

To rectify this, we can adjust your stock item as of date dated before your invoices are imported. Let me walk you through:

 

  1. Go to the Sales menu and select the Product and Services tab.
  2. Locate the stock item that could have been added to the invoices.
  3. Click Edit under the Action column.
  4. In the Product/Service information, navigate to the Quantity on hand section and click the Starting value hyperlink.
  5. Please take note of the prompt message and select Got it! to proceed.
  6. In the Stock Starting Value no. START window, adjust the As of date.
  7. Then, select Save and close.

 

Once sorted out, start importing your invoices again to get them into your company file. Before that, note that, can import a maximum of 100 invoices at a time with a 1,000-row limit per spreadsheet.

 

I’ll be pleased to assist you again if you have more concerns about importing data. Stay safe!

Teddy15
Level 1

Creating Invoices | Post Your Question Below

Hello

Our accountant has started to create our template invoice to send out to customers, how do i add our VAT number and correct some spelling errors?

many thanks 

GeorgiaC
QuickBooks Team

Creating Invoices | Post Your Question Below

Hi Teddy15, thanks for posting on the Community

 

The invoice template can be edited by navigating to the Cog > Custom form styles (Take me there) > Select Edit beside the template. 

 

Please note that you'll need to have the correct user roles to access specific tasks. If you need your access rights changed, contact the Primary admin user. 

 

The company VAT number is entered on the Tax settings (Taxes > VAT > Edit VAT > Edit settings). Once entered, this will automatically populate one any invoice with a VAT code applied. For further information on VAT in QuickBooks Online, see here

Leanne95
Level 1

Creating Invoices | Post Your Question Below

Good day, I would just like to know how we can add "custom fields" into our Invoice import file, do we use the custom field name as is, or do we have to use a prefix or something in that line?

 

Thanks

Ashleigh1
QuickBooks Team

Creating Invoices | Post Your Question Below

Hello Leanne95, thanks for posting on this thread, this is not possible you can only add a custom field when you create an invoice in the system.

Sue Roberts
Level 1

Creating Invoices | Post Your Question Below

Hi 

When logging into my self-assessment sheet to find out my turnover for the year, no figures have been entered. My expenses are showing in the column, but not the invoices that ive raised. I am obviously doing some wrong !

 

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