Thanks for joining the thread, QuickBooks Desktop (QBDT), the shipping manager is a built-in feature in your QuickBooks software and is free to use. To get around this limitation today I am copying the tracking into the body of the invoice as a line item so it appears on their statement. If you want to get really good, you would look up the tracking number on UPS, FEDEX or USPS for me and put the Delivered Date into the statement. This would save me time because they often question if a shipment has been delivered which requires opening the invoice, copying the tracking and entering into the carrier website. I would like the tracking number inserted into the Statements I send to customers. Many customers check for delivery before they enter an invoice so having in the body would be a time saver.ģ. This would save the customer a lot of time especially if we could also insert our invoice number, their PO number and the tracking number. As mentioned before, I cannot send an invoice via email to the customer with the tracking number inserted into the body of the email. Obviously the tracking number I enter should be unique for each invoice.Ģ. Each time I enter a tracking number into an invoice, QB asks if I want to make this number a default for all future invoice. There are a couple of problems with the Tracking Number field as suggested.ġ. If there's anything else that you need about this or with QuickBooks, let me know. Email sales forms in QuickBooks Desktop. #Upa tracking customer reference number how toYou can always check out these articles below for more techniques in customizing sales forms in QBDT and on how to email them: I've attached a screenshot for your visual guide on the step number 5:įrom there, you'll be able to enter the details of these fields upon creating the invoice and have them sent to your customers afterward. Make sure that the Screen and Print boxes are all checked.
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