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1984grace
June 5, 2024
Question

invoicing

  • June 5, 2024
  • 1 reply
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I am a sub-contractor and i need to invoice my General Contractor for work done. We have several different jobsites that we bill this contractor for. He requires us to include on our invoice the homeowners name, address, and phone number. So basically, I need to have him as the billing party, and the homeowner as the service address on the invoice. HOW???? I was playing around with the "parent customer" feature, but I am very new to this and I cant figure it out. Please help.! 

1 reply

M
MirriamM
June 5, 2024

Welcome to the Community space, 1984grace.

 

Let me help you create an invoice for your General Contractor.

 

In QuickBooks Online (QBO), you can use the custom fields feature to add the homeowner's name, address, and phone number on the invoice. Here's how to do it:

 

  1. Go to the Gear icon at the top.
  2. Select Custom fields.
  3. Click the Add field. If this is your first time creating a custom field, select Add custom field.
  4. Enter a name in the Name field.
  5. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  6. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  7. Click Save.

 

Afterwards, you can choose the General Contractor from the Add customer drop-down menu when creating the invoice. As for the service address, you can include notes in the Description field or the Memo section. This will ensure that all necessary information is displayed when you send the invoice to the General Contractor.

 

If you need help receiving invoice payments in the future, please refer to this article for guidance: Record invoice payments in QuickBooks Online.

 

Don't hesitate to revisit the Community, 1984grace, if you have any further concerns while using QuickBooks Online. We're here to lend a hand.

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