Hi, Is it possible you have previously issued a credit, or marked the invoice as paid when you created it?
Why has our chat ended when we haven't even started???
Also, how do I add my address to my invoices?
Please let me know what to do next...
It will not allow me to return to chat. Please allow me a moment to respond as this system keeps deleting my response if you answer while I am typing... I'm sorry this is a glitch within this system.
You cannot Delete any customers with transactions attached to them, you will have to make them InActive. To do this go to your customer list, Right click on the Customer and select Make Customer Inactive. This will remove them from all active reporting, though if you need to see their information in the future, it will always be there as InActive.
To include your address within your Invoices, you must make sure your address is correctly input into your company file from your setup Interview. To view/Edit your address, go to Company>Company Information and you can make any needed changes there. It should then correctly feed to your invoices. If it does not, then you will need to adjust your template. I am glad to assist you with that item as well, however JustAnswer policy is that I must answer this question first and then ask you to please post another question to address that separately.
Thank you. Please let me know if you require further assistance. It has been my pleasure assisting you and I strive for total customer satisfaction. Thank you for taking the time to rate my service so that I may continue providing assistance via JustAnswer.
You have only answered two of my questions. OK, I made one customer inactive, so I "fixed" that problem. My company information has my address but it still does not print on invoices. Finally, I have an invoice that is marked a paid but it really is not. Why?
When I e-mail an invoice to someone as a PDF file, only the Date, Invoice# XXXXX Bill To appear on the invoice. I would like my address to appear in the upper left.
Regarding the invoice marked as paid, the Customers & Jobs section shows an outstanding balance of $318.00, which is the amount of the invoice and is correct. However, when I bring up the invoice, it is marked as paid. How could this be?
OK, I fixed the address problem. I had to uncheck and then check again. Looks like a QuickBooks glitch.
However, I still cannot fix the paid invoice problem.
Please walk me through these steps...
On the first screenshot you sent me with your Customer Name selected within your Customer Center. In the middle of the right side of your screen, there is a date field. Change the date range for All, or back as far as you have transactions (QB is notorious for changing dates on transactions, so sometimes we have to look further back than we expect to.) Make sure each of the dropdowns are selected upon all dates, transactions...
For the second screenshot, go to your toolbar and select Edit, from the dropdown select Find, Select the Advanced Tab, = 318.00
Alternatively, you could select Record Deposits & see if you have a pending payment from this customer someone mistakenly entered. Or, another option is we can Print this Invoice, Delete this Invoice, Return to the Deposit Accounts Receivable Journal & see how it was affected. Create a new Invoice and see how this flows.
I will await your screenshots to continue troubleshooting with you until you have total customer satisfaction with my resolutions to you JustAnswer questions. Thank you for the opportunity to assist you.
I see you have a Duplicate Payment of $415.4*on 07/08/2013. This is why your Invoice is showing as paid. You have a credit on their account that is being reflected on the Invoice Balance. We will need to delete that extra payment.
The two payments of $415.40 are correct. One is cash and one is bartered. However, I had the wrong item checked on one of the invoices. This is what was causing the problem. Everything is fixed now. Thank you for your help.
I am so glad we could successfully resolve all of your concerns! Thank you for the Positive Rating. Please come back to me with any future QuickBooks needs.
It has been a pleasure assisting you!
And thanks for using JustAnswer. Anna