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Customize email templates in QuickBooks
You can manually create email templates for your QuickBooks Desktop transactions. You can also customize your email templates using pre-built data fields.
Important: To customize your e-mail template, the company file needs to be in Single User mode. Also, you must log in as Admin or have the permission to modify company preferences.
To set up your template:
From the Edit menu, select Preferences then Send Forms.
Go to the Company Preferences tab.
From the Delivery Method Default drop-down, choose E-mail.
From the Email Templates drop-down, choose the specific transaction.
Select Add Template.
Modify the email template as necessary.
To insert pre-built data, select Insert Field. Note: In QuickBooks 2020, you can also add the customer's purchase order to the subject line -Customer PO No: (Subject)
To set the template as default, make sure to select Default, then Save.
Select OK to close the Preferences window.
If you batch email and the transactions still use the old template:
You may notice batch invoices (as well as other transactions like estimates and statements) sent using the default or old email template after the template was changed or edited. This may happen if you created batch invoices before editing the templates.
To resolve the issue, follow one of the following solutions:
reference:
I don't know what type of error you face while installation of QuickBooks but i share some of Intuit common error so choose the right one for you Links for installation errors . if still not able to get and need any technical help follow Intuit Tech Support .
Open the apply payments window and choose the customers name at the top. Click next to the invoice that you want to pay and then at the bottom of the screen look for the button that says discounts and credits. Click on it and then choose credits. The credit should be listed there to apply to the invoice. If you have tried these steps
I am currently using the basic version online which may be a little different from your version. With in my version I am able to do that by editting the clients information and then selecting the terms under the section named clients billing information.
once you attempt to type it in you have the option to <<add new>>
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Susan
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If you are paying your sales tax by invoice date - the payments will not affect your liablity. ie you owe the whole amount of sales tax as of the date of the invoice. If you are paying sales tax as of the time of payment. You will owe sales tax at the time you receive payment.
Since you are using progress invoicing, the sales tax would be come due at the time of the invoice. If you are just receiving payments, you would receive payments (as you would with any customer, and not invoice until time of completion. You would just need to make sure that your preference for sales tax due date is set to Invoice date, not time of payment.
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