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ShelleyL
January 9, 2025
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Allocating Revenue to Classes

  • January 9, 2025
  • 1 reply
  • 0 views

I have 5 classes set up for my company. Some clients use services from more than 1 class, and I allocate their revenue to each class based on percentages; the allocation is almost always the same each month per client, but each client has a different allocation. These allocations are for my internal use only--the client does not know and does not need to know how I'm allocating their billing. 

 

I'm looking for a way to account for these allocations that is NOT visible to the client; allocating at the time of invoice creation results in the client seeing those allocations and I don't want them to, but it allows for automatic allocation when I process their payments. The only other option I can think of is to allocate it manually when payment is recorded, but that is WAY too labor intensive to be practical.

 

Best answer by Tori B

Good morning, @ShelleyL.

 

Thanks for taking the time to reach out to the QuickBooks Community. How are you today? I hope all is well. 

 

Some of our users have found it successful to adjust the invoice template. Let's try editing your invoice template so the class is selected to show screen only. This should stop the class from being viewed by the customer. I'm including some steps to walk you through the process below. 

 

  1. Open an invoice. 
  2. Click on the Formatting tab at the top of the invoice screen. 
  3. Tap on Customize Data Layout. 
  4. Click on Columns. 
  5. Select the Screen box from the Class row. Do not select the Print box. 
  6. Hit OK to save your changes. 

 

To test if this option works for you, I recommend sending a test email to yourself. 

 

That should do the trick. Please don't hesitate to let me know if you have any questions or concerns. Take care! 

 

1 reply

Tori B
Tori BAnswer
January 9, 2025

Good morning, @ShelleyL.

 

Thanks for taking the time to reach out to the QuickBooks Community. How are you today? I hope all is well. 

 

Some of our users have found it successful to adjust the invoice template. Let's try editing your invoice template so the class is selected to show screen only. This should stop the class from being viewed by the customer. I'm including some steps to walk you through the process below. 

 

  1. Open an invoice. 
  2. Click on the Formatting tab at the top of the invoice screen. 
  3. Tap on Customize Data Layout. 
  4. Click on Columns. 
  5. Select the Screen box from the Class row. Do not select the Print box. 
  6. Hit OK to save your changes. 

 

To test if this option works for you, I recommend sending a test email to yourself. 

 

That should do the trick. Please don't hesitate to let me know if you have any questions or concerns. Take care! 

 

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