add field to invoice template quickbooks for mac desktop

Note: The reminders can also be seen in the Invoice Tracker. Once the reminder date arrives, all the customers will start showing in the Review & Send Payment Reminders. Once the reminders pass their set date, they start showing in this option.įor example, you can make a list of all the customers that are regularly late in paying and set a reminder of 5 days before the due date. The third step is to send reminders from the Review & Send Payment Reminders. Moreover, you can also draft a reminder email template that will be sent on the set date. Once the customers have been added in the mailing list, you can set the payment reminders from the Schedule Payment Reminders option. In QuickBooks Desktop 2020, you can streamline the payment process by setting payment reminders for customers.įirstly, you have to create mailing lists and add customers to the list in the Manage Mailing List option in the Customers drop-down menu. Send Customer Payment Reminder Automatically From File > Send Forms and tick on the box “ Combine forms to a recipient in one email” 3. You can use this feature by selecting the File option from the Menu. Hence, if you wanted to send invoices of two separate jobs, you would have to send them in different emails. However, the thing to note here is that you can send the invoices pertaining to a single job only. This feature is beneficial to customers as it cuts down the number of emails sent to the customers as they do not have to attach each invoice to a separate email. With this new feature included in QuickBooks 2020, you can now send a customer multiple invoices in one email.

After you have selected the template, click on Edit and go to Insert Field > Customer-PO-No.

To add the PO field, you have to go to the menu bar and click on Edit > Preferences > Send Forms > Company Preferences. The QB users can now add the Purchase Order of the customers in the subject line by modifying the email templates for the customer invoices.

To keep better track of customer details, Intuit has introduced the PO field in the subject line of emails. New Features for QuickBooks Desktop 2020 – Pro, Premier, Accountant, and Enterprise 1. Let us look at all the new and improved features that the QuickBooks 2020 has in store for us. The payroll process has improved, along with easy company file search and payment reminders, among others. Similarly, this year as well, QuickBooks 2020 comes with some essential features for the customers. The previous version – QuickBooks Desktop 2019 saw some new features like Invoice Tracker, Go to Pay Bills button, and improved IIF Import feature, etc. Inuit has launched the latest version of QuickBooks Desktop – QuickBooks Desktop 2020.

Add field to invoice template quickbooks for mac desktop