Category: Invoicing

Inserting the Invoice Number in a QuickBooks email

| January 16, 2013 | 38 Comments

When you use the Send button in QuickBooks 2012 to email a copy of an invoice (or, the Email button in QuickBooks 2013) the content of that email message is set in your Send Forms preferences. Here’s a tip on how to insert the invoice number in the subject line of that invoice. Here’s a […]

Continue Reading

QuickBooks 2011 – Batch Invoicing

| September 22, 2010 | 58 Comments

One of the very useful features added in QuickBooks 2011 is Batch Invoicing, which allows you to create an invoice that you can send out to multiple customers in a few easy steps. Let’s take a look at this new feature.

Continue Reading

Mixing Sales Tax Rates in a QuickBooks Invoice

| August 25, 2010 | 8 Comments

The typical way to work with sales tax in QuickBooks is to have one sales tax item or sales tax group that applies to the entire invoice. In some cases, however, you may have a need to charge different rates to different items in the invoice. Here are some thoughts on how to accomplish this.

Continue Reading

FAQ:QuickBooks Cannot E-Mail Voided Transactions

| May 21, 2010 | 5 Comments

A reader blog asked “What can I do if QB does not allow me to save changes to the Voided invoice?  When I select “Save & Close” it warns “This transaction is a voided transaction. You cannot e-mail voided transactions”. I am unable to save the voided transaction as it will not close and save the changes

Continue Reading

FAQ:How Do You Remove the “T” Column from a QuickBooks Invoice?

| May 21, 2010 | 8 Comments

If you are using sales tax in QuickBooks, the program will usually mark the “taxable” items with a “T” right after the amount for the line. Some people would prefer to not have this.

Continue Reading

FAQ:Adding Overdue Stamps to QuickBooks Invoices

| May 21, 2010 | 5 Comments

QuickBooks has several “stamps” that it will put on an invoice, such as “Paid”. Sometimes, though, you would like to add your own stamp. The simplest way is to create a customized form template.

Continue Reading

FAQ:Why Does QuickBooks Mark My Invoices as “Paid”?

| May 21, 2010 | 23 Comments

A common question – someone creates a new invoice and saves it, and the “Paid” stamp shows up even though a payment hasn’t been received.

Continue Reading

FAQ:How Can I Find Missing Invoice Numbers in QuickBooks?

| May 21, 2010 | 9 Comments

If you want to know if there are some invoice numbers missing in a sequence, OR if you aren’t sure what the next invoice number should be in your sequence (if you have gotten out of sequence for some reason), you can modify the missing checks report to help.

Continue Reading

FAQ:Why Can’t I Enter A Value in the QuickBooks “Project” Field?

| May 21, 2010 | 4 Comments

When editing an invoice (etc.) template in QuickBooks you will see a project field, but you cannot add it to the screen. A common question is “why not?” – as people would like to use that field.

Continue Reading

FAQ:How Do I Delete An Invoice in QuickBooks?

| May 21, 2010 | 30 Comments

When you are looking at the invoice you can press ctrl-D to delete the invoice. Or right click on it and select delete invoice. Or select delete invoice from the Edit menu.

Continue Reading