Currently, you can only customize certain aspects of the invoice template, such as adding logos, changing colors, and rearranging fields. However, including clickable hyperlinks to it isn't possible. In the meantime, you can visit the Apps for QuickBooks Desk...
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Helping you get those existing templates in QuickBooks Desktop is my top priority. Let me give you the steps on how to customize the old template. Here's how: Go to the Company menu located in the upper right, then select Prepare Letters with Envelope...
Currently, you can only customize certain aspects of the invoice template, such as adding logos, changing colors, and rearranging fields. However, including clickable hyperlinks to it isn't possible. In the meantime, you can visit the Apps for QuickBooks Desk...
QB Desktop Invoice with current amount due and "if paid after" amount. Our current invoices are just fine, but I'd like to add a field that would show the amount due if it is paid late. For example, the invoice is for $100 and the term is 30 days...
I use QB Desktop and need help figuring out if I can create an email template which allows me to auto-fill certain information I'd like to send a customer when they make a partial payment towards their amount due.In the email template I'd like to show the following: 1) the ...
I use QB Desktop and need help figuring out if I can create an email template which allows me to auto-fill certain information I'd like to send a customer when they make a partial payment towards their amount due.In the email template I'd like to show the following: 1) the amount of...
I'm looking at switching from desktop to online and definitely needs sales orders. Could you perhaps create a new invoice template that looks like a sales order and use this? This is what I do in desktop and wondering if it would work for the onl...
You may not be open to using a third party Quickbooks integration, but if you're looking for automatic recurring billing from Quickbooks Desktop for ACH and Credit card there is a solution. This platform allows you to use any merchant account. If you're...
Here is what is Automatic: on Every Invoice Template you can Customize it and in the Footer, you can include the Customer's Total Balance, so that they see it when you email them. For instance, I have 84 "automatic" monthly (month end) in...