How Do Youmake Quickbooks Stop Asking You if You Want to Send an Invoice Again

Invoicing is an surface area of QuickBooks® Online (QBO) that doesn't always become direct attention from accountant users. After all, your clients are likely entering the invoices and y'all are verifying everything that happens afterward. Knowing the options in QBO, notwithstanding, can plough y'all into your client's hero, equally you help them capture the right information, streamline workflow, save time and get paid faster. Hither are a few functions you may non know are available to get the most out of invoicing in QuickBooks Online. Some features require QBO Essentials* or Plus**, as indicated.

Configure Settings

Businesses need to capture a lot or a little information on an invoice, depending on their needs. Fix invoice fields by going to the Gear> Account and Settings> Sales and expanding the Sales form content section.

From here, users can choose invoice terms, preferred delivery method (impress or email), and turn on/off fields such every bit shipping, service engagement, disbelieve and eolith. Click the question mark next to each to learn more nigh the field.

Plow on up to iii custom fields and decide for each if information technology should exist internal-just (pregnant only the QBO users tin can meet it), or both internal and pubic (meaning information technology will be visible to the recipient as well). These custom fields can help capture a variety of details, and many reports tin exist customized to include this info.

Additionally, use the Sales Settings page to:

Indicate if you lot'd similar products/services and their skus to show on invoices, as well as quantity and cost/charge per unit.
Set default messaging for sales forms and reminders.
Indicate if you'd like to automatically send a copy or bullheaded copy of all invoices to others.
Choose online commitment preferences, such as including a PDF every bit attachment.
Establish statement preferences.

Want to add fields for Class** and/or Location**? Plow those on in Advanced Settings.

Forget to turn on/off a grade setting and need to make a modify without losing your spot while invoicing? Speedily admission sales class settings, while creating an invoice, by clicking the gear in the upper left corner. This will as well let y'all to run across the bear on of changing the settings in context.

Customize the Look and Feel

Become to the Gear> Custom Form Styles to configure the look and feel of invoices and other sales forms. You can fifty-fifty create multiple templates to cull from. For example, my photography studio client may use a different color scheme and font when emailing an invoice for a wedding than they do for a birthday party.

Each tab will guide you through establishing elements of pattern, content, e-mail delivery and payment. A preview will show on the right side, as you apply settings.

From your list, click the drop down to establish a default style:

When you create your invoice, be sure to select desired manner prior to sending nether "Customize," if you practise non want to use the default. You can also brand edits, or create new styles, from this menu.

Empty the Drawer

When you lot create an invoice for a client, the drawer allows you to quickly add open transactions, completing workflows while fugitive duplicate data entry. This tin include adding open up estimates, delayed charges*, billable time* and billable expenses**. Y'all can filter activities and grouping billable fourth dimension by service, if desired.

After adding from the drawer, the transaction(due south) volition show as linked to the invoice, establish under the client name.

Add together Products/Service, Arrange Lines and Subtotal

You can search products and services every bit you add together them to invoices by typing sku, name, description, category or bundle. Options to choose from will populate as you type role or all of the data.

For inventory items, yous can hover over QTY to run across quantity on hand, low/out of stock message and reorder point**.

Drag and drib lines to rearrange the order of invoice lines, equally desired.

Y'all can additionally add 1 or more subtotals to group products/services together. Click add Subtotal, and elevate and drop to movement the line into place.

Add from Google Calendar

Using Google Calendar to schedule and track work performed? Connect Google Calendar to QuickBooks Online (for gratis!) to add events straight to invoice. View more details here.

Adhere

Invoices and most other transactions in QuickBooks Online have the option to add one or more than attachments that are relevant to the transaction, such as images or documents. Click, or drag and driblet, a file to attach. You can likewise click "bear witness existing" to add from available attachments already uploaded to QBO. You also have an option to include them in emailed invoice, if desired, by checking the box to the left of the zipper. Manage your Attachments under the Gear menu.

Automate

Click Make Recurring* along the lesser of the folio to schedule an invoice to send on a recurring basis, gear up a reminder to create the invoice once more in the future or save as a template to utilize later.

When creating a scheduled recurring invoice, you tin can gear up QuickBooks to automatically include unbilled charges. Y'all can also choose the interval and start and finish dates.

Manage your Recurring Transactions under the Gear menu.

Go Paid Faster

QuickBooks Payments allows your clients to get paid electronically via ACH, Credit Bill of fare or Apple Pay. This ofttimes cuts down on time waiting for a client to pay via check or greenbacks, and gives customers more payment options and a convenient manner to pay. QuickBooks volition automatically update the books when payment is received.

Invoices sent with payment turned on have a "Pay At present" push, allowing recipients to enter their payment info and fifty-fifty choose to save information technology for next time to pay even faster.