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Jannie77
November 17, 2021
Question

Invoicing Monthly

  • November 17, 2021
  • 1 reply
  • 0 views

I want to invoice my customers with all their dated transactions on one monthly invoice that I send to them at the end of each month (ie., each time we visit to clean at their store I want to invoice for the type of cleaning done and the date it was done).  Should I set up a delayed charge (non posting charge) for each dated transaction or does anyone have advice for me on the easiest way.    Thanks.

 

1 reply

T
Trish_T
November 17, 2021

Hi Jannie77,

 

Welcome to Community!  It's great to hear that you're looking to compound multiple invoices for your clients at month's end.  In QuickBooks Online you can add service fees to existing invoices and send them at a later date.  I'd be happy to assist!

 

Initially you'll want to create a service fee item, if you haven't already.  Here's how:

 

1. Select Sales from the left menu and choose Products and services tab

2. Click on New

3. Hit Service

4. Give the fee a name

5. From the Category ▼ dropdown, choose the category that best describes the fee

6. Complete the fields as needed

7. When you're done, click Save and close

Note:  You can edit the fee on the invoice if you don't charge a standard fee.

 

To add the fee to an invoice that hasn't been sent to the customer yet, follow these steps:

 

1. Select Customers from the Sales menu

2. Locate and open the invoice

3. From the Product/Service dropdown menu, choose the fee item you created

4. If you'd like to include a note about the fee, enter it in the Message on invoice section

5. When complete, hit Save and Send or Save and Close

 

Click here to learn more about adding service fees to invoices in QuickBooks Online.

 

Please feel free to reach back out with any other questions you may have.  We'd be glad to help!

 

 

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