When I create an Invoice, how do I get the packing slip to show the shipping address

First, you will need to enable “Shipping” in the company settings.

Just follow these steps below:
1. Select Company Gear icon at the top right corner.
2. Click to Company Settings, select Sales.
3. Under “Sales form content” place, click the pencil icon and place a checkmark to the box next to “Shipping” to turn on the address.
4. Click on Save.

enable shipping

You also need to put in the customer’s shipping address in the Customer Details section for the shipping address to show in the packing slip.

You can edit your customer’s information through the steps below:

1. Click on the Customers tab on the left navigation bar.
2. Look for that specific customer and click on their name.
3. Once you’re in their account, click on “Customer Details” column.
4. Click on the “Edit button” at the far right side.
5. You can now edit your customer’s shipping address.
6. Once you’re done, click the Save button located on the bottom right corner of the screen.

(You can also add shipping address directly on the Invoice form, but that will not update customer details page)

shipping address

After doing these steps, create an invoice, select Print or Preview (at the bottom) and try to “Print packing slip”.

packing slip

At this time, PACKING SLIP is just for Invoice, it’s not available for Sales Receipt. I’d suggest sending feedback to Intuit QBO team. Just click the Gear icon (upper right corner), and click “Feedback” under Your Company.

feedback screen

Tutorial Video

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How can I transfer unapplied credit from one customer to another in QuickBooks Online

A case may occur when a customer wants to apply credit balance to an affiliated company’s open invoice.

EXAMPLE:

Customer (Mark) has a $500 credit balance. Customer (Martha) has a $500 Open Invoice. They like to clear the accounts by applying $500 credit from Mark’s account to $500 Open Invoice of Martha’s account.

One easy way to handle transfer credit from one customer to another customer is to write a Journal Entry in QBO.

Click on the screenshots below to enlarge them

Customers Page
Customers Page

Customer Mark's Account with $500 Unapplied Credit
Customer Mark’s Account with $500 Unapplied Credit
Customer Martha's Account with $500 Open Invoice
Customer Martha’s Account with $500 Open Invoice

 

To create a Journal Entry

From the home page screen, click Create+ sign

  • Click Journal Entry tab under Other heading.
  • Enter the date.
  • On the first line, from the Account drop down list, select Accounts Receivable (A/R).
  • In the Debit field, enter the unapplied amount being transferred. Example:$500.
  • In the Memo field, note the reason for the Journal Entry. Example: credit transfer to Martha’s account.
  • From the Name drop down list, select the customer name that credit is being transferred from. Example: Mark
  • On the second line, from the Account drop down list, select Accounts Receivable (A/R) again.
  • In the Credit field, enter the credit amount (same as debit amount). Example:$500
  • In the Memo field, note the reason for the Journal Entry. Example: credit transfer from Mark’s account.
  • From the Name drop down list, select the name of the customer that the credit is being transferred to. Example: Martha
  • Click Save.
Journal Entry
Journal Entry
Mark's Customer Page after Journal Entry
Mark’s Customer Page after Journal Entry
Martha's Customer Page after Journal Entry
Martha’s Customer Page after Journal Entry

 

The final step is to Receive Payment on both customer accounts so that it will show “Paid and Closed” customer status

From the home page screen, click Create+ sign

  • Go to the Customers tab and click Receive Payment.
  • Select the customer (example: Mark).
  • Make sure that the credit and Journal Entry are checked at the left (make no other entry on the Receive Payment form.)
  • Make sure “Amount received” show zero amount.
  • Click Save.

Follow the same “Receive Payment” steps as above for the customer (Martha).

Screenshot 2015-08-23 14.18.55
Receive Payment (Customer Mark)

Screenshot 2015-08-23 14.19.23
Receive Payment (Customer Martha)

Screenshot 2015-08-23 14.20.43
Customer Mark’s Page with Paid and Closed Status

Screenshot 2015-08-23 14.20.52
Customer Martha’s Page with Paid and Closed Status

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How to setup recurring Sales Receipt to automatically send email

Assuming you already have a recurring Sales Receipt template setup (*) for a customer and that recurring template shows an email address for the customer, you will need to do the following.

From the home page screen:

  • left navigation bar
  • Customers
  • From the customer center page, select a customer
  • Select “Edit” button (upper right corner) or Go to the “Customer Details” tab (default set is Transaction List) and click the “Edit” button
  • Go to the “Payment and billing” tab
  • Set the “Preferred delivery method” to “Send Later”
  • Save

This updates the customers delivery method to email and the “Scheduled” recurring sales receipts will automatically run and send emails to customers.

* Creating recurring Sales Receipt Template – from the home page screen > company gear (upper right corner) > lists > recurring transactions > new > transaction type > sales receipt > OK > template name for a customer and fill out the information.

Click on the screenshots below to enlarge them
send later1

send later2

send later

 

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Why does the “Due on Receipt” term set a due date other than the Invoice date?

If you have an invoice with the Terms field populated with “Due on receipt,” the Due Date field should automatically update to the same date as the Invoice Date field.

You should see like this for example: Invoice Date = July 1, 2015; Due Date = July 1, 2015

If for example see like this: Invoice Date = July 1, 2015; Due Date = July 10, 2015

It is most likely created the default term for “Due on receipt” with incorrect settings.

To review and correct this Term settings:
From the home page screen:

    • Company gear (upper right corner)
    • Lists
    • All Lists
    • Terms
    • Select “Due on Receipt”
    • Select “Edit” under Action column (far right, pull-down arrow)
    • Review the term setup to ensure that bulleted “Due in fixed number of days” entered is “0” days. If you have 10 here, on invoice, it will show invoice date plus 10 days.
    • Save

due on receipt

Return to the invoice, select Term “Due on receipt,” verify the date matches the Invoice date.

Click on the screenshot below to enlarge it
due on receipt invoice


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Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?

Yes. To see which invoices were sent and viewed by clients:

From the home page screen

  • Left blue navigation bar
  • Click Transactions
  • Select Sales
  • Click Filter
  • Under Type select Invoices
  • Click Apply

Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent.
–  (Open Sent) labeled for recent Invoice payment not due yet
–  (Overdue Sent) labeled for invoice past payment due date
–  (Open view) labeled for invoice actual viewed by client
*In case STATUS column is blocked adjust column-width a bit.

You can click any actual invoice and under activities at bottom, sent and viewed (if viewed by client) will have date and time information.

Click on the screenshots below to enlarge them
sent viewed

sent activitites

sent viewed activities

 

You can also receive an emailed copy of each invoice you send out.

To do this:

  • Click the Company Gear Icon (upper right corner)
  • Select Company Settings
  • Select Sales
  • Click Messages
  • Check the box Email me a copy
  • Save

 

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How to turn off the “Terms” so it won’t show on an Invoice at all?

Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once.

 

Here’s how to do it:

  • Click on your Company Gear in the top right corner
  • Click Custom Form Styles under the Settings tab
  • Select form name you would like to take the Terms off of
  • Click edit under action column (far right)
  • Select your form style and click Next
  • Click on Header on the left side
  • Uncheck the box next to “Terms” under Customer
  • Click Save

Now when you invoice your customers using this customized template (under customize at the bottom),  there will be no terms of payment listed.

Click on the screenshots below to enlarge them
turn off terms

turn off terms invoice

 

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How do make inactive (deleted) customer active again in new QuickBooks Online?

It’s very easy to make inactive customer active again in new QBO.
In order to make reactivate a customer, from the home page screen

  • Select “Customers” from the blue navigation bar the left
  • From the “Customers Center”, select small “Gear” on the far middle right
  • Select “Include Inactive” box from the gear drop-down selector
  • It will list customers with inactive (deleted) accounts
  • Locate and click reactivate a customer from the list
  • Select “Make Active” under Customer profile screen
  • You will get prompt message like “Customer to delete is now active.”
  • See screenshot photos for reference.
1 home page screen
1 home page screen
2 customer center
2 customer center
3 include active
3 include active
4 make active button
4 make active button

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How to email multiple invoices in a batch in new QuickBooks Online?

In order to e-mail multiple invoices in a batch, from the home screen

  • Go to blue navigation bar on the left
  • Select Transactions
  • Select “Sales” under Transactions
  • This will pull up a list of Sales Transactions
  • Click on the orange bar at the top of the screen to show just “Open Invoices”
  • Click the check mark box at the top of that list of open invoices (next to “DATE” columnn)
  • Select “Send Transactions” from the “Batch Actions” drop down selector
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Orange Bar
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Select All
Sales Transactions Open Invoices Send Transactions
Sales Transactions Open Invoices Send Transactions

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