Insert an asterisk (*) item as a note to a sales invoice, it could be delivery information for the driver, project information which you want to show in the invoice, or shipping information such as the port of discharge, port of destination, estimated date of arrival, etc.

You have an option in QuickBooks Desktop accounting software to offset the overpayment received with the outstanding invoices via set credit feature or refund customer the overpaid amount.

By default, MoneyWorks product name and page number print at the report footer when the print page option has selected during printing, such as ‘MoneyWorks Gold – Page 1″ if you are using MoneyWorks Gold. You cannot remove the product name from the option, but you can customise the report if you prefer not to show ‘MoneyWorks Gold’ in front of the page number.

When adding a Transaction.currency field into the sales invoice or receipt template, it prints the currency code used in the transaction. For example, to print an invoice total of US$1,000, you use ‘Transaction.currency+Transaction.gross’.

It’s essential for the job or project-based businesses to measure job profitability. It gives the business owner a breakdown of the job-related income, expenditures, and a bottom line of whether the job is making money.

The recurring transaction is a transaction having the same accounting information which records into the accounting system on a periodical basis. Prepayment, accrual, depreciation, maintenance service, or rental invoices are examples of a recurring transaction. The accountant has to record the transaction manually when due or uses a recurring feature in the accounting software to automate the process.