WebFeb 14, 2024 · Steps to add a Retainage product to QuickBooks: Navigate to Products and Services (in the Get paid & pay menu, or in Lists under the Gear icon); Click New; Add a name for the item (e.g. Retainage); Check the box labeled I sell this product/service to my customers.; Choose the Retainage Receivable account under Income Account; Click Save; … WebNov 3, 2024 · The Setting Up QuickBooks lesson includes the following tutorials: TUTORIAL 01 How to Set Up Company Information (5:24 video watch time) TUTORIAL 02 How to Customize Invoices, Sales Receipts & Estimates (5:40 video watch time) TUTORIAL 03 How to Set Up Invoices, Sales Receipts & Estimates (5:57 video watch time)
Set up and send progress invoices in QuickBooks Desktop
WebQuickBooks Pro Or Premier - How to Enter Deposits and Set Up Customers - Jul 13 2024 Illustrated, click-by-click, full color instructions on how to enter deposits and set up customers (while in the deposit function) in the QuickBooks Pro or Premier accounting software program. 25 pages. Available in both 8.5x11 spiral bound book and PDF formats. WebDec 2, 2016 · QuickBooks Online makes this as simple as using the Cc or Bcc fields in its invoicing portal. Cc vs. Bcc Fields on Invoices The Cc and Bcc fields serve the same function. They both let you send a copy of the emailed invoice to other people in addition to the person or business receiving the invoice. east haddam patch ct
How do I set up an invoice so a customer can make ... - QB Community
WebStep-by-step guide Step 1 of 3 Select Sales from the left hand navigation bar. Click the Products and Services tab and choose the Add a Product or Service option. Step 2 of 3 Select the type of product or service you want to set up. Step 3 of 3 Complete the Product/Service name, SKU and category. WebFeb 23, 2024 · A couple different way's you can do this. 1. If you have progress invoicing you can create an estimate and then setup progress invoicing to create an invoice for a dollar amount or % of the estimate and send those to your customer to pay. It will be a separate invoice for each payment. 2. WebNov 29, 2024 · Installment plans divide the total amount into equal installments, usually between 4 and 12. There is a flat rate per payment the customer needs to meet to avoid fees. The customer also needs to make payments on set deadlines to avoid fees. There are many benefits of payment and installment plans, such as allowing customers to pay for … cullingworth weather forecast