This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. ![]() Initial data shows recurring Invoices with autopay enabled get paid at 3x higher rate compared to recurring Invoices without this feature turned on. These convenient features – along with automated email reminders for unpaid invoices – help ensure a client won’t miss a payment and you get your money faster while eliminating time spent chasing down outstanding invoices. They can now schedule payment for their invoice on a future date or set up automatic payments (available on recurring invoices only) and have access to see all of their outstanding invoices with you, making payment simple. ![]() This feature requires your clients to set up automatic payments for recurring invoices, ensuring your business gets paid on time, every time.Ĭlients who receive a QuickBooks Invoice also now have a host of new features that help meet their payment needs. Estimateįor businesses that have recurring relationships, such as monthly fees for accounting services or other types of ongoing payments, QuickBooks has also introduced the benefit of subscription payments for invoices. With the ability to save templates, build a library of favorites, and copy existing estimates and invoices seamlessly, you can save time starting new projects for your clients. Easy to craft at a desk or on the go, you can create a professional looking estimate in a few minutes. QuickBooks Invoicing is there with you from the get-go, starting with the newly rebuilt estimate feature. As we continue to listen to all of our customers and expand the benefits QuickBooks Payments provides, we look forward to these enhancements helping our accounting partners evaluate their clients’ books in real time, and empowering you as strategic, impactful advisors.įrom the initial client conversation, to making the sale, and to reconciling your books, a holistic invoicing solution is critical in navigating that journey successfully. Today, we’re excited to share details on a host of innovations we’ve added to the QuickBooks® Invoices solution to deliver an even more intuitive, powerful, and fast payment experience. Intuit® has long been a leader in supporting faster invoicing payments, and helps businesses send more than 400 million invoices amounting to over $1 trillion each year. Select "Save & Close" to save the invoice or "Save & New" to save it and create another invoice.Any business – whether you’re an accountant, retailer, or contractor – needs to get paid fast. Select "Print" from the menu to print a copy of the invoice. Select the customer, enter the line items, select or type a customer message and enter an internal memo for the invoice. Select "OK" to return to the blank customer invoice. Select "Print Preview." on the Additional Customization screen to preview a copy of the two-page template. ![]() Add two text boxes to place one in each location. Select "Add" and "Text Box." Type your standard text into the text box, and place it at the bottom of the first page or at the top of the second page. Place data fields you want to appear on the second page between the dotted line and the solid line at the bottom of the invoice template. Select "No" when QuickBooks notifies you that there are data fields outside the margin and asks you if it can fix the margin for you.Ĭlick the "Out" button on the toolbar several times to zoom out until you can see the entire contents of the template on your screen.Īdjust the layout at the bottom of the first page and the top of the second page by dragging fields to their new locations. Select "Customize," "Customize Design and Layout." and then choose "Customize Data Layout" to display the Additional Customization window, where you can add or remove QuickBooks fields from the template.Ĭlick the "Layout Designer." button to open the Layout Designer that provides full control over the template contents and layout.Ĭlick "Margins." and change the bottom margin to a number that's equal to the size of the area at the top of the second page in which you can place QuickBooks data fields, such as 2 inches, for example. Select "Customers" followed by "Create Invoices" to display a blank customer invoice.
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