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December 15, 2024
Question

how can I find a list of additional day and time charges that I can add to an invoice

  • December 15, 2024
  • 1 reply
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    1 reply

    December 15, 2024

    You can find the list of additional time charges on the customer's transaction list, Maser. I'll be more than willing to guide you through the step-by-step process.

     

    When you create a timesheet, whether weekly or for a single time entry, it will appear under the Transaction List for your customer. Here’s how to find it:

     

    1. On the left navigational bar, click on Sales.

    2.Select Customers.

    3. Choose the specific customer whose transactions you want to view.

    4. Click on Transaction List. Here, you'll see all the transactions for that customer, including the time charges. 

     

    Additionally, here's how to add time charges to an invoice:

     

    1. Click the +New button. And then, select Invoice.

    2. Choose the customer you want to bill for the time charge.

    3. In the right panel, the Billable time box will pop up. Click Add, then Save.

     

    Furthermore, once the customer makes a payment, you need to record that payment to connect it to the invoice and keep your accounts balanced.

     

    If you want guidance on your bookkeeping workflow, consider adding QuickBooks Live Expert Assisted to ensure your business's success.

     

    You can mention me in this thread if you have any further questions regarding additional time charges, and I'll respond promptly. Have a wonderful day.