lien waivers

Hey there, @mystyide. 

Thanks for reaching out. I hope you're enjoying the day. 

Allow me to explain how to set up a lien waiver template in QuickBooks:

1. Open the Company menu at the top and choose Customize Letter Templates...

2. Choose the best option for you if you have a current letter that you wish to edit or create a new one. 

3. Choose the type of template. Then select Next. 

5. Finish your letter and save. 

To access to give to the customer:

1. Open the customer center by going to the Customer menu at the top and choosing Customer Center. 

2. Click Word at the top and select Prepare Customer Letters.

3. Pick your customer you wish to send the letter to. 

4. In the list of letters, choose your lien waiver template you created. 

5. Fill in the required information and hit Next. 

6.  As mentioned on the screen, once you choose Next, Word will open, then you can choose to print. 

Please let me know if you have further questions. I'll keep an eye out for your post. Take care and have a good one! 

@mystyide There's a software out there that can do all of this for you.  It's called lienwaivers.io and it connects to either QB Desktop or Online.

Actually this is more for the general contractor rather than the small specialty trade contractor that does only a couple of waiver per month.  They are a bit pricey for just this type of use...and do not offer a per use option.  I added the waivers to the customer invoicing however QB does not offer adding anything to payments received.  That would be the answer to us small ones!!

Is there a way to pull the information from the invoice into the waiver? Such as the customer name, job location, date and amount? 

Is there a way to pull the information from the invoice into the waiver? Such as the customer name, job location, date and net amount? 

I understand how crucial it is to extract information from your invoices into a waiver within QuickBooks Desktop. This functionality can significantly streamline your workflow and ensure all necessary details are accurately captured. Let me share a workaround to you, @Darcy Lynn.

You can explore the QuickBooks Marketplace for third-party applications that offer integration with QuickBooks Desktop (QBDT). These applications can facilitate the transfer of invoice information into waivers, potentially saving you time and reducing manual entry errors. Currently, pulling up information like customer job, location, and amount from invoices is unavailable. 

In addition to this workaround, I have included a helpful article for you to reference: Use and Customize Form Templates. This resource will guide you through customizing your sales forms in QBDT, allowing you to tailor them to better fit your needs.

Remember, our Community Team is here to support you with any questions or concerns regarding managing your invoices in QBDT or any other aspects of the program. If you need further assistance or clarification, please let me know. I'll be ready to help if you ever need me.