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Understanding How QuickBooks Online invoices work

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ProAdvisor

Understanding How QuickBooks Online invoices work

Here's a video that might be helpful in teaching your clients how the QuickBooks Online invoices work with emailing the forms to your customers.
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Moderator

Re: Understanding How QuickBooks Online invoices work

What a great topic @SteveChase has shared around all aspects of emailing invoices to your customers!  This is definitely one worth sharing with your QBO clients.  He goes into all of the following topics:

  • Creating an invoice
  • Emailing an invoice that is payment enabled
  • Discusses the difference between accepting credit card payments versus bank transfers
  • Seeing the status of when an emailed invoice has been sent and paid
  • Discovering that an invoice hasn't been sent yet and how to quickly send it out
  • Communicating with customers directly through the email invoice workflow

Thanks for sharing Steve!

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