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Is there an option to have a pop up box containing special notes when invoicing certain customers? We have customers that require certain items on their invoices and it's hard to remember them all when doing lots of invoicing at once.
Hi dendoa!
It's great to see you posting today! I'll help you with invoicing your customers that have default items.
Currently, QB Desktop does not have a pop feature that will remind you of the list of items to include on a customer's invoice. I see how much it would help you. Feel free to send a suggestion by going to the Help menu and selecting Send Feedback Online. Then, follow the on-screen instructions to complete the process.
On the other hand, you can memorize an invoice for a customer that has default items. Then, use that template when you send them an invoice. You can delete or remove certain items as you use the template. Please note that this is not applicable for batch invoicing since each customer has different items.
Memorizing an invoice:
Use the memorized template to create a new invoice:
Please check out more details in this article: Create, edit, or delete memorized transactions.
You can always go back to this thread if you need more help with invoicing your customer. Take care and have a good one!
Thank you. I already do use memorized transactions for my monthly invoicing. However, still does solve my issue in remembering which customers have certain items, terms, etc.
Thanks for getting back with the Community, dendoa.
One feature I can think of which may come in handy for reminding you of which customers have certain items, terms, etc. would be your To Do List. This can store important reminders for tasks that need to be completed and much more.
Here's how to create To Dos:
You can also print a copy of your To Do List by using its Reports button.
In the event you ever need to remove a task from your To Do List, double-click its record on the list, then update its status to Done or Inactive.
You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!
If this is not already on the radar, could it be added to the developer's listing for future enhancements, please?
I'm not looking for exactly what is addressed here, but I'd like to have the ability to put a post-it note on an invoice for when something changes. For example, an order for $159,000 included a discount on certain items. The customers PO requires line by line amount matches. The customer mis-calculated the discount which makes matching the line item totals impossible other than by using the customer's numbers. When I look back at the invoice, I know something is wrong when compared to the contract. I would like a post-it or pop-up note that shows on the screen, but not on the actual invoice when printed.
Hi lorikennedy,
I can see the importance of adding a post-it note on an invoice. While this feature is unavailable, recommend sending feedback to our developer's team. Here's how:
Furthermore, I've added this article as your guide about managing invoices: New estimate and invoice layout.
You can always post in the forum whenever you have product suggestions.
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