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seadream78
March 8, 2023
Question

QuickBooks desktop creating invoice for something not billable

  • March 8, 2023
  • 1 reply
  • 0 views

Currently my company uses QuickBooks to create invoices for work tickets (sales orders) we create for clients. Some clients pay a monthly fee that covers the majority of the work we do for them. Right now we are creating an invoice as normal. Then we go to the next line and mark it as covered. This creates a zero dollar invoice.

I was wondering if anyone has a better way of doing this?

 

Thanks.

Heidi

 

1 reply

J
jamespaul
March 8, 2023

Hello, Heidi. 

 

I'll drop by and suggest another way to help you record the work tickets and the invoices. 

 

Based on your screenshot, it does look like you're on the right track. Since you mentioned that you have some clients that pay a monthly fee, we can memorize a template sales order (for the work tickets). 

 

Then, use it whenever we perform some work for those particular clients. 

 

Here's how to memorize the sales order: 

 

  1. Go to Customers, then select Create Sales Orders.
  2. Select the client that pays the monthly fee for the CUSTOMER:JOB drop-down menu. 
  3. Under ITEM, add the coverage item (for the monthly fee payments), then add the negative rate or amount. 
  4. Add any other information such S.O. No. or Memo.
  5. Once done, click the Memorize button.

 

Whenever we raise a work ticket under that client, simply open the template by clicking the Lists menu, then selecting Memorized Transactions Lists. 

 

All we have to do is to add the services performed, then create an invoice from it by clicking on Create Invoice. Finalize the invoice, then save it. 

 

For regular clients that don't pay the monthly fee, we can simply raise a sales order, then create the invoice as usual. 

 

For more details about memorizing your entries, we can take a look at this article: Create, edit, or delete memorized transactions.

 

If you'd like to see how those transactions would reflect on your reports and financials, we can take a look at this article: Understand reports.

 

Feel free to reply here if you have more questions about creating your work tickets and invoices. If you happen to come across any difficulties while working on your reports or other entries, let me know and we'll work something out. 

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