![]() ![]() ![]() Invoice payments (set your credit card and ACH settings).Additional QuickBooks Online Sales Settings Check out our article on how to use QuickBooks Online custom fields for ways to store additional contact information. Note: QuickBooks Online only offers you three custom fields for invoices and sales forms. When you’re done, don’t forget to click Save. Tips/Gratuity (Adds tips and gratuity to invoices and sales forms)Ĭlick the Pencil Icon to the right, to edit any or all of this information.Deposit (Adds a deposit field to invoices and sales forms).Discount (Adds a discount field to invoices and sales forms).Service date (adds a service date field).Custom transaction numbers (allows you to view and change transaction numbers).Custom fields (you get three fields for internal or public custom information).Shipping (adds shipping fields to invoices and sales forms).Invoice delivery method (email or hard copy print).Invoicing terms and conditions (Sets default terms to “Net 30” or payment due by default in 30 days from invoice creation).Available QuickBooks Online invoice fields include: Here you’ll see all of your available invoice and sales information fields and settings.Ĭlick Sales in Account and Settings to configure your invoice and sales form fields. Your first hurdle is determining how much information you need to display on your invoices and sales forms.Ĭlick on the Gear Icon from the Quickbooks Dashboard and view your Account and Settings. Getting paid faster starts with configuring your invoice settings in QuickBooks Online. Suggested Article: The Ultimate Guide to Small Busines Invoicing We teach you the in’s and out’s of invoicing and make suggestions that streamline your process and get you paid faster. Note: Check our guide to small business invoicing for general invoicing tips, tricks, and best practices. How to send QuickBooks Online invoice reminders.How to set up Quickbooks Online payments.How to edit a QuickBooks Online invoice template.How to create a QuickBooks Online invoice from an estimate.How to create a QuickBooks Online invoice.How to configure QuickBooks Online invoice settings.In this QuickBooks Online invoicing guide you’ll learn: To help, we’ve put together the ultimate guide to QuickBooks Online invoicing. However, if you’re a QuickBooks user, you’ve most likely found that there’s some configuration required before you can send an invoice. Many small businesses use small business accounting software like Intuit’s QuickBooks Online (QBO) to help automate and solve these problems. But how you generate, send, and collect on that invoice is the tricky part. Your QuickBooks Online Invoicing Questions Answered ![]()
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