I'm looking for suggestions on recording collection notes (regarding customer past due invoices) in QBO. I would like to record what I've done in order to collect payments that would ideally print on the Collections Report. I currently use a custom field on the invoice but it's not enough room in a lot of cases.
You’ve come to the right place for help, @kbsmith5012. Using a custom field is a great idea, even if you are looking for another suggestion. We have a solution that allows you to easily record your customers' past-due invoices and print them on the Collections Report. I’ll guide you through the detailed steps to make this process smooth and straightforward.
You can use the Notes feature in the Customer profile to jot down important info. Here’s how to do it:
Now, let’s get your Collections Report ready for printing:
For printing, please refer to the screenshot below for additional guidance.
If you have any follow-up questions about recording and printing of past-due invoices for your Collections Report, feel free to reach out, @kbsmith5012. I’m here to provide support and ensure you can complete this task efficiently.
Thank you! That works perfectly!!
Good day, @kbsmith5012. Thank you for coming back and acknowledging the help provided by my colleague ShangY.
We're pleased to hear that our suggestion to use the Notes feature in the Customer profile has worked perfectly for your needs. Your feedback is valuable, and we're glad we could provide a solution that meets your requirements for tracking collection efforts.
Your satisfaction is our priority, and we're always here to help you make the most of QuickBooks Online. Should you have any other questions or require assistance in the future, please don't hesitate to post them here again. We look forward to continuing to support your business needs.
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