149 results found

1. Edit Billing/Shipping Address for Clients directly on the Invoice or Sales Receipt in the Mobile App

   Customers want to edit the shipping and billing address on the invoice itself. Currently, you would have to select the customer, click on the circle i symbol, and edit the Customer's Profile information. Users want to do this per invoice. Override ability.

   11 votes

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   2 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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2. Create Recurring Invoices in Mobile App

   I am not able to send recurring invoices for guests at my extended stay motel. So I am still using square for payments. I would like to be able to use quick books for invoices but am unable to without this feature.

   29 votes

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   6 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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3. Better invoice options

   Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.

   I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints it defaults back to the date order. The builder does not want to see subdivision, lot # and and description of work on entry line item.

   Not particularly fond of the Balance Forward section. Prefer previous with one line or box stating Balance Forward. Now it takes up a quarter of the page with Balance Forward, Other Payments and Credits, Other Invoices, etc. Couldn't we have an option as to the format we need as a business.

   Thanks,
   Judy Disney

   Invoice default is set to print by invoice date (only). Our business works with builders who would like their invoices by subdivision and lot number then separated with a blank line between each subdivision to make it easier for their bookkeeping. They do not want separate invoices for each subdivision. Example they may only have 1 entry for lot number, then several entries for the next lot number.

   I can separate by Product/Service but this will be a lot of additional entries, tried entering the date in the description field but the problem still lies that when the invoice prints… more

   2 votes

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   0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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4. Improved Sales Form Delivery and Payment experience between QBO Companies

   A QBO company issues invoices to another QBO company. Currently, the receiving QBO company will need to create a Bill for the invoice issued by the first QBO company.

   it would be much more efficient if the receiving QBO company could auto-receive the invoice into its QBO without having to manually create the Bill.

   We heard that Xero already has this functionality.

   1 vote

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   0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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5. Emailing Invoices templates

   Hey Guys, there’s a couple of improvements I’d like to suggest:

   1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.

   2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).

   3) Have an option to create quotes using existing items previously used in invoices

   Thanks for reading, hopefully these might get rectified. I’m otherwise finding the app really useful

   Hey Guys, there’s a couple of improvements I’d like to suggest:

   1) When constructing the emails to send off the invoices, sometimes the typing gets lost under the keyboard and it becomes very hard to see what you’re typing until you click off the keyboard. And maybe be able to set up our own templates.

   2) I’ve had a number of clients now struggling to find the main invoice (maybe the click to view PDF, isn’t big/clear enough).

   3) Have an option to create quotes using existing items previously used in invoices

   Thanks for reading, hopefully these might get rectified.… more

   5 votes

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   0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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6. Improve invoicing tutorial
   5 votes

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7. Save and Send Option in the Mobile App

   Mobile users want the ability to save and send invoices with one button when they are done filling it out.

   1 vote

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8. Add an option to suppress (not send) $0.00 recurring invoices.

   Add an option to suppress (not send) $0.00 recurring invoices.

   1 vote

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   0 comments  ·  Invoicing  ·  Edit…  ·  Delete…  ·  Admin →
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9. Custom invoice numbers on Mobile App for Android

   Invoice numbers

   4 votes

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   0 comments  ·  Invoicing  ·  Delete…  ·  Admin →
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