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Chinook30
September 20, 2022
Question

Sales Order Time Entry

  • September 20, 2022
  • 1 reply
  • 0 views

So an issue we have, I create a Sales order and add a "Service Call" line. Then i create an invoice and add "time" on the invoice side. But then it generates another service call line on the invoice. I click and delete my original line that came over from the sales order. But when i click "mark as pending", on the sales order side it does not sale "invoiced in full" because the lines don't match up with each other. 

I'm wondering is there a way too add the time on the sales order side before generating the invoice? Not sure if we are doing this the correct way or not. We can manual enter time in the sales order but then the guys time from QuickTime isn't link with that?  

We use QuickTime for the guys to log their time to certain jobs. 

 

Also another question. We have truck rates for 2 guys vs 1 guy. We can not set up different rates under the employee because next day they might be in a truck by them self's. How do we go about doing this for correct billing to our customers

1 reply

A
Alex M
September 20, 2022

Hi there Chinook30,

 

It's important for all your transactions to be correctly entered so that your customer balances can be accurate  QuickBooks Desktop is a great tool able to help you with keeping track of time so it can be invoiced to customers. I can point you in the right direction for assistance with these time entries.

 

In order to know the best way to have these time entries be entered so that your sales order and invoices can be well balanced, as well as to know the most effective way of keeping track of these different rates for the number of employees working on the trucks on invoices, I recommend reaching out to the QuickBooks Desktop support team outside of the Community. They'll be able to view the way all your transactions are set up with you in a secure setting in order to get you the most effective way of invoicing your customers. You can reach them using the methods outlined in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

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