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- ADD FIELD TO INVOICE TEMPLATE QUICKBOOKS FOR MAC DESKTOP PRO
- ADD FIELD TO INVOICE TEMPLATE QUICKBOOKS FOR MAC DESKTOP SERIES
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ADD FIELD TO INVOICE TEMPLATE QUICKBOOKS FOR MAC DESKTOP PRO
(Murph)įeature Availability: At the time of the initial release of QuickBooks Desktop 2021, Automated Statements will be available in QuickBooks Pro and Premier, QuickBooks Accountant, QuickBooks ProPlus, QuickBooks PremierPlus, and QuickBooks Enterprise (all subscription levels). Since Intuit did this for QuickBooks Mac 2021 Desktop Users, it is likely something the rest of us will see before long. Why Didn’t They:Would have been nice if QuickBooks Users subscribed to QuickBooks Payments could have included a ‘payment link’ embedded in these automated statements so that they could collect payment for the entire statement balance from their Customer(s)? With this great new feature in QuickBooks Desktop 2021, you will easily meet both types of Statement use requirements in a time-saving way that boosts productivity.
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Tracking statements sent in this manner is easy since they will appear on the Sent Email tab of the Customer's record in the Customer Center. Once you have reviewed the statements and selected those you want to send, select Send Now. You can select all the Statements scheduled for the day, or you can select the specific Statements you want to send simply by checking the checkbox to the left of each Statement listed on the left side of the window. So, we have previously covered the process of configuring Customer Groups in our article of September 11, 2020, and we will therefore cover that aspect of ‘using Automated Statements’ on a cursory basis in this article.
ADD FIELD TO INVOICE TEMPLATE QUICKBOOKS FOR MAC DESKTOP SERIES
Relationship of Automated Statements to Customer GroupsĪutomated Statements goes hand-in-hand with Customer Groups and even though Automated Statements were outlined before Customer Groups in our 2021 Summary of Desktop features we chose to take the opposite approach in our expanded series of articles.