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draft
September 16, 2021
Question

Customer setup to be paid by the job?

  • September 16, 2021
  • 1 reply
  • 0 views

Hello!

I've been on an hourly rate for my work. I use the quickbooks (desktop) timer and save that to a particular job. Every 2 weeks, I send out an invoice. I received a new customer who want to pay by the job and not hourly. They will tell me in advance what the job will pay to complete and the date due. 

 

I'm not sure how to set this up in quickbooks. After creating the customer and job, how do I enter the total due on completion? I still need to keep track of my hourly time to see how I fair with this paid by job setup.

 

Do I create an estimate for the job to show what is being paid? Then keep track of my time (as unbillable), then create an invoice at the end of the job?

 

I'm a bit confused on how to go about working a solution out. Any help of link to a tutorial or something would be greatly appreciated!

Thanks!

1 reply

C
Catherine_B
September 16, 2021

You'll want to use the progress invoicing option, draft.

 

Yes, you're right when you thought of creating estimates first. That's the first step in handling your customer transactions workflow when you work on projects or jobs for customers. You can use an estimate to track the materials, labor, and additional expenses that go into the project. Then, you can invoice your customer as you complete the work. 

 

Progress invoicing lets you split an estimate into as many invoices as you need. As you complete work, add items from the initial estimate to progress invoices. This keeps project payments organized and connected from the start of the job until it's finished.

 

To start, let's turn on progress invoicing. 

 

  1. From the Edit menu, click Preferences.
  2. Go to Jobs & Estimates and select Company Preferences.
  3. Click Yes under DO YOU CREATE ESTIMATES? and Yes in the DO YOU DO PROGRESS INVOICING? section.
  4. Select OK to save changes.

Now you can create estimates and record your progress through invoicing your customer. Then, record the invoice payment and deposit them.

 

To keep track of your progress invoices, you can run reports. You can use the steps below.

 

  1. Go to the Reports Center.
  2. Select the Jobs, Time & Mileage from the list.
  3. Scroll down to the Job Estimates section.
  4. Select Job Progress Invoices vs. Estimates.

You'll also want to check out the Job Progress Invoices vs. Estimates report to track how much you invoice for each estimate. To help you customize reports, you can click here. 

 

I'd like to know how you get on after trying the steps, as I want to ensure if this works for you. Feel free to reply to this post and I'll get back to you. Take care!

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