- QuickBooks Online Invoicing
- QuickBooks Sales Receipts
- QuickBooks Refund Receipts
- QuickBooks Credit Memo
- QuickBooks Deposits From Sales
- Refunding a Paid Invoice
- Customer’s Advance Payments
- Customer Statements
- Giving Customer Discounts
- QuickBooks Customer Invoice Terms
- Customer NSF Cheque
- Customer Statements
- Customer’s Delayed Charge
- Customer’s Delayed Credits
- Uncollectable Accounts
- Bad Debt Expense
Series
We have several posts here at Begin Coding Now that are on QuickBooks Online that are grouped into Series. Click the previous link to see the list.
As you can see above, this post is the first post in a series of posts on customers in QuickBooks.
Do you have customers that pay at some time after you provide your product or service? In other words, is there a delay to your receiving payment? If you are running a retail store you likely will be receiving payment immediately from all of your customers, but you may wish to set up an account for a few special customers. That’s fine.
Here is a screenshot of the “old invoice” style. That’s better than the new one. It’s not fully filled out yet. Choose the customer. Enter the proper date by clicking the calendar icon. Enter the terms if there are different from net 30. Click under product and service and click the pull down arrow and select the service.
After entering everything, click Save and Close at the bottom right.