Other questions

We appreciate your patience in following the steps provided by my colleague above, @22222. I'm here to provide further details about your sales forms.

To prevent the Quantity and Rate from being included in your customer's received email, ensure that the template without these details is selected when creating the invoice or estimate.

Regarding the Payor view tab, it is exclusively accessible on the invoice page.

Based on your screenshot, it appears that you are using an outdated template that is not compatible with the PDF and Email view functions. To resolve this issue, select a more recent template to ensure proper functionality.

Additionally, you can run a customer report to get an overview of your business's customer activities.

Let us know if you have other concerns with your money in transactions in QuickBooks. We're here to help you.