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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
GeneM
Level 2

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There are a couple of problems with the Tracking Number field as suggested.

1. 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. Obviously the tracking number I enter should be unique for each invoice.

2. As mentioned before, I cannot send an invoice via email to the customer with the tracking number inserted into the body of the email. 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. Many customers check for delivery before they enter an invoice so having in the body would be a time saver.

3. I would like the tracking number inserted into the Statements I send to customers. 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. 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. 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. That is extra work.

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