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  1. receipts

    hello, If I am to expense an item to a client such as cab or baggage fee. I am getting asked more often to show my receipts. Can we get a way to do this please?

    also can we get the ability to add a separate message within the invoice?

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      0 comments  ·  Clients  ·  Flag idea as inappropriate…  ·  Admin →
    • Add items to an invoice that you have used before

      I offer packages to my clients, they chose 1 of 4 with some add-on options, my current invoicing program "wave" saves these packages so that when i create a new invoice i just hit add and select the package, all my usual details and text then display and i can edit or change them. There is no way i could switch my invoicing over without that ability....love the rest of your app/service tho!

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        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • Invoice improvements

        I don't see where you can receive partial payments? Is that possible?
        Also, can you edit look of invoice? That would be nice.
        3rd. Would be nice to be able to save invoice without having to email it.

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          0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
        • I'd like to customize the invoice

          I'd like to be able to add other information about my business (license #, NPI #), and more information about the work in the invoice. I'd also like to be able to save that as a template for my clients.

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            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • Being able to log into QB SE

            I have been trying for 3 1/2 hours to log into my QB SE account which I set-up yesterday. Unable to do so. I understand only support available is chat support but that is accessed from Help menu after you log in, no help to me. I attach errors message I get when I try to log in.

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              0 comments  ·  Accountant  ·  Flag idea as inappropriate…  ·  Admin →
            • Invoice in self-employed quickbooks

              I'd like to be able to print an invoice; can I do that? Not all my clients have emails.

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                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Save stuff automatically add attachment option to invoices

                Didn't send error message...invoice is not in drafts. Please fix i have had to redo invoices more than once in this program. Also really could use a feature to attach a receipt for reimbursement. I mean, I can attach a doc here...why not in the invoice where I need it!!!!!!! Pretty frustrated!!!!!!!!!!

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                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                • Customer opening invoice

                  I have about 50% of customers unable to find how to pay as they're not correctly opening the invoice from the email (self employed version) Please allow a default change of email message so I can easily send everyone instructions on how to open it, or make it MUCH clearer that they must open the pdf (why can they not get through to the details from the "Click to see details" button, not surprisingly they think they've then GOT all the details at that point). Is driving me mental coaching everyone through it.

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                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                  • Invoice

                    Can we please simply SAVE the invoice without having to email it?

                    If the client pays in person, but I want to track the invoice, I don't want to email it later.

                    Also, we can't clarify HOW they paid (cash, check, credit...)

                    This shouldn't be hard to update. It would make a world of difference in your product.

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                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                    • Estimate option, more options, ability to delete/add fields

                      Add options to make an estimate, not just invoice. Delete/add fields, more options

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                        0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                      • adding a subject line

                        Would like to be able to add a description or subject line. I do different jobs for the same person and would like to be able to add the location at top of invoice or somewhere.

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                          0 comments  ·  Miscellaneous  ·  Flag idea as inappropriate…  ·  Admin →
                        • Invoice

                          I don't see any way to Print an Invoice. Would like to have a hard copy to present to a client

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                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Rules for transactions

                            With regards to bank transfers, the transaction name does not show the account the funds have come from/gone to. It's only when you go into the specific transaction and see the description that it shows this information. Is it possible to set up a rule based on the description.ie which bank account the money is being paid to /from

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                              0 comments  ·  Transactions  ·  Flag idea as inappropriate…  ·  Admin →
                            • Auto saving invoices!!!!

                              You need to build in auto-saving to your invoice platform. It's horrible and it happens every month that I have to reenter the same information on my invoices because I've been working on them for so long then to only have them not save!!! At a minimum, it should time you out so that you don't start working on it again to only discover when you hit save your time is wasted because it had already timed out but didn't tell you that!!! So frustrating!!!!

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                                0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Marking Invoices as paid w/o sending

                                QuickBooks Self-Employed users should be able to mark invoices paid without sending it via QuickBooks. Seems like this should be an easy fix.

                                Thanks
                                Mark

                                1 vote
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                                  0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                • Get rid of the down arrow next to send invoice!

                                  I LOATH the green button at the bottom of the invoice. Do you know how many times I accidentally clicked the "Send" button when I actually just wanted to click save?

                                  Why are these two VERY different actions so close to one another? I have to be VERY careful when I click the down arrow because any miscalculation will result in an embarrassing premature send of an invoice. PLEASE separate these two. And here are the reasons why:

                                  1. Users have no idea the save draft button is HIDDEN behind the down arrow. Why is it even hidden I'll never…

                                  1 vote
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                                    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Validate dates on invoices before sending

                                    Dates on invoices are extremely important but this application treats them like they don't matter because I'm able to send out an invoice with dates that are in the past. There are no safety nets for dates and no validation errors. For the 5th time this year, I've sent out an invoices with dates that are way in the past because that's the date that was automatically assigned to the invoice when the invoice was created.

                                    This is causing a lot of problems for me. I try to make sure I always check the date before sending but every now…

                                    1 vote
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                                      0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Add ability to track miles OR enter miles to the Quickbooks Essentials and above

                                      Freelance mile tracker is a separate product, perhaps make that a part of one of the non freelance packages or give small busn owner ability to at least manually enter miles into Quickbooks

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                                        0 comments  ·  Mileage  ·  Flag idea as inappropriate…  ·  Admin →
                                      • UI

                                        The placement of the Edit work info option in the footer is really confusing. Took me too much time to find it, twice while using this app. Make it more prominent.

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                                          0 comments  ·  Navigation/User Interface  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Invoice no.

                                          I should be allow to add letters with my invoice to separate which client I bill to.

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                                            0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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