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Rating on yelp? Connection customers Company would like to know how much you like being their client.

Zoho Invoicing has this ability. Does QBooks online has this option
1 Comment
QuickBooks Team

Re: Rating on yelp? Connection customers Company would like to know how much you like being their...

Welcome to the Community, @Anaelectric1.

 

Currently, QuickBooks Online doesn't have this feature. Rest assured, I'll recommend this to our product engineers since this would be a great additional feature for future updates. 

 

In the meantime, if you have a survey link, you can add it to the Invoice.

 

Let me show you how:

  1. Click the Gear icon.
  2. Under Your Company select Custom Form Styles.
  3. Click New style in the upper right corner and select Invoice. If you already have a custom template, you can edit it or add a new one.
  4. Select the Emails tab and add a survey link under the Message to customer column. Picture6.png
  5. Once finish, click Done.

You can also read this article to know more about how to customize invoices, estimates, and sales receipts.

 

To apply the template you created to the invoice:

  1. Create an Invoice.
  2. Click Customize and select the template you created. Picture5.png

Also, I'm attaching this article in case you want to know how to add custom fields to invoices in the future.

 

Please feel free to leave a comment below if you have any other concerns. I'll be glad to assist you. More power in your business!

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