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PARROQESPTO
October 23, 2021
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Invoice for time and expenses

  • October 23, 2021
  • 1 reply
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After creating an invoice for time and expenses, we realized some items were not marked as billable as they should've been.  We do not want to send two separate invoices to client.  If we delete the first one, will those billed items show again as billable on the list so we can then choose ALL the items to be billed in just one invoice?  Or else, can you edit the first invoice to add extra items from the billable items list?  Please help.  Thanks.

Best answer by CharleneMaeF

I understand that things can happen beyond our control, PARROQESPTO. I'm here to help you get this sorted out.

 

To add the billable items to the invoice, I'd suggest editing the transaction. This ensures you're able to add the correct items.

 

Here's how:

 

  1. Go to the Customers menu and then select Customer Center.
  2. Locate the customer you created an invoice with.
  3. On the Transactions tab, locate the invoice, then double-click it.
  4. On the Invoice window, click Add Time/Costs.
  5. Choose the billable items you'd like to include in the invoice, then click OK.
  6. Once done, click on Save & Close, then choose Yes on the prompt message.

 

Additionally, I've included this article that'll help you keep track of your sales and expenses in QuickBooks Desktop. This helps you focus on the information that matters most to your business: Run Customer, Job, and Sales Reports.

 

Please stay in touch with us here in the Community if you have other questions about creating invoices in QuickBooks Desktop, PARROQESPTO. It's always my pleasure to help you out.

1 reply

C
CharleneMaeFAnswer
October 23, 2021

I understand that things can happen beyond our control, PARROQESPTO. I'm here to help you get this sorted out.

 

To add the billable items to the invoice, I'd suggest editing the transaction. This ensures you're able to add the correct items.

 

Here's how:

 

  1. Go to the Customers menu and then select Customer Center.
  2. Locate the customer you created an invoice with.
  3. On the Transactions tab, locate the invoice, then double-click it.
  4. On the Invoice window, click Add Time/Costs.
  5. Choose the billable items you'd like to include in the invoice, then click OK.
  6. Once done, click on Save & Close, then choose Yes on the prompt message.

 

Additionally, I've included this article that'll help you keep track of your sales and expenses in QuickBooks Desktop. This helps you focus on the information that matters most to your business: Run Customer, Job, and Sales Reports.

 

Please stay in touch with us here in the Community if you have other questions about creating invoices in QuickBooks Desktop, PARROQESPTO. It's always my pleasure to help you out.

P
PARROQESPTOAuthor
October 23, 2021

Thank you so much.  We can't believe we never saw the option to add time and cost up there.  We were able to add the expenses to the same invoice.  Once again, THANK YOU.

    Kristine Mae
    Kristine Mae
    October 23, 2021

    That's good news, PARROQESPTO.

     

    We're glad to know that our colleague was able to help you and everything's working well on your end.

     

    If you have other concerns, don't hesitate to let us know. We'll be happy to assist you. Keep safe!

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