Hey there! Have you experience QuickBooks’ new invoicing user interface? As of October 16th, we’ve waved goodbye to the old layout and welcomed a way to handle Invoices and Estimates in QuickBooks Online. Check out this quick video for a sneak peek!
What’s New and Exciting?
- Personalize Styling for Each Document: QuickBooks introduced a fantastic feature where you can now customize the style of every Invoice and Estimate. This allows you to add a personal touch for each of your clients, enhancing the overall experience.
- Real-Time Editing Capabilities: One of QuickBooks’ most exciting updates is the ability to modify customer details directly while working on an Invoice. This is not just convenient; it’s a major time-saver, streamlining your workflow significantly.
- Expanded Payment Options: Embracing more payment methods, QuickBooks now integrated PayPal and Apple Pay. This offers your clients additional flexibility in how they pay, whether for individual invoices or on a broader scale. It’s all about providing options that suit everyone’s needs.
- Efficient Estimate Approvals with Custom Notes: To expedite the approval process for Estimates, you can now add personalized notes, particularly for deposits. This feature aims to prompt quicker responses and smoother transactions.
- Automated Payment Reminders: QuickBooks implemented a ‘set and forget’ system for payment reminders. You can schedule these reminders according to your preference, ensuring timely follow-ups without the need to manually track each one.
Customize Like Never Before
You’re not just creating Invoices; you’re crafting them. Consequently, select individual styles for each Invoice to meet the unique needs of your clients. Impress your clients with invoices that are not just bills, but a statement of your professional excellence and customized approach.
Update Customer Records on the Go
Editing customer details without switching screens? Yes, please! This is handy update, therefore, makes invoice customization a breeze. This streamlined process simplifies customization, saving you time and enhancing efficiency. Say goodbye to the hassle of screen switching; now, managing customer details is just a click away!
Expand Payment Horizons
Welcome PayPal and Apple Pay, providing secure and convenient payment methods. Offer more options for smoother transactions and increased client satisfaction.
From Estimates to Invoices
Directly request deposits through Estimates, simplifying client interactions and making financial communications more efficient.
Automated Reminders
Effortless Payment Follow-Ups. Forget the hassle of chasing payments. Our automated reminder system gently nudges your clients, ensuring timely payments without the need for manual follow-ups. Set it up once, and let the reminders do the work for you, maintaining professionalism and efficiency in your payment collection process.
Prefer the Classic View?
Totally fine! If you’re nostalgic for the old layout, switching back is just a click away. But why not give these snazzy new features a whirl? Customize, enable new payment methods, and explore automated reminders to see how they can transform your workflow.
This isn’t just an update; it’s a whole new world of efficiency and customization.
Stay tuned for more updates!