![]() Click the drop-down arrow and choose the template you wish to use as your default packing slip when sending invoices to clients and customers. In the miscellaneous section, you should see a drop-down list of all your templates. To set a recently created invoice template as the default template, access Edit > Preferences > Sales & Customers > Company Preferences. Doing so will automatically include your custom template each time you send an invoice, allowing you to focus on other aspects of running and managing your business. Granted, you can always manually choose a template during each time you create an invoice, but a smarter (and faster) method is to set a default template. Intuit accepts no responsibility for the accuracy, legality, or content on these sites.If you send invoices to customers and clients on a regular basis, you may want to define a default template. Intuit does not endorse or approve these products and services, or the opinions of these corporations or organizations or individuals. We provide third-party links as a convenience and for informational purposes only. ![]() Readers should verify statements before relying on them. does not warrant that the material contained herein will continue to be accurate nor that it is completely free of errors when published. Accordingly, the information provided should not be relied upon as a substitute for independent research. does not have any responsibility for updating or revising any information presented herein. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Applicable laws may vary by state or locality. Additional information and exceptions may apply. 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. ![]() Any business – whether you’re an accountant, retailer, or contractor – needs to get paid fast.
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