How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?

Sales Form Content - Custom Fields
Sales Form Content – Custom Fields

In new QBO, they’ve up to three custom fields selections available to customize invoice layout.
You can pick one field for Client Purchase Order Number.

From the Home page screen

  • Select the Company Gear (located top upper corner)
  • Select “Company Settings” under Settings header
  • Select “Sales” under Settings”
  • Select “Sales Form Content”
  • Select “Custom Fields”
  • This is where you add Client PO No.
  • Save and Done
  • See screenshot photo below for reference

We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date? 

To do this job, you can run “Sales by Customer Summary” report.
You will need to customize the report to show daily sales and change to cash basis.
If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well.
See attached screenshot photo1, photo2 and photo3 for reference.

qboe-customize-sales-summary-by-days1
qboe-customize-sales-summary-by-days2
qboe-customize-sales-summary-by-days3

How do I stop any recurring invoices in QBO?

To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated.

Here’s how to do it:

  • First, click the gear in the upper right of your Home screen.
  • Choose Recurring Transactions from the menu.
  • Click the recurring transaction to select it.
  • If you’d like to just Delete the recurring transaction, click Delete at the top of the list.
  • If you’d prefer to retain the template and change the schedule, click Edit at the top of the list.
  • Change the type to read either Unscheduled or Reminder.
  • Click Save template.

 

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How to create my own invoice number?

GO to the Company Gear (upper right hand corner)

  • Select “Company Setting” under Settings
  • Select “Sales” under Settings  (or “Sales Form Entry” under Preferences)
  • Check-box “Custom transaction number” (see attached screenshot below for reference)
  • SAVE

GO back to create new Invoice

  • Click “+” plus sign
  • Select “Invoice” under Customers
  • Enter new “Invoice no.” (located at top right corner)

Click on the screenshots below to enlarge them

custom-transaction-number
custom-transaction-number

qboe_gear_custom_transaction_numbers

 

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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees. It also explains how to match bank downloaded transactions.

 

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