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RedSunLLC
February 8, 2025
Question

Invoice paid direct by customer not our company but I need it included in Job Cost Detail

  • February 8, 2025
  • 1 reply
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I have an invoice that was paid directly by customer but I needed to include that invoice in our invoice to customer in order to mark up the percentage. How do I show this bill as paid but not by our funds? If I delete it, it wouldn't be included in the total job cost detail report. Is this possible?

1 reply

Rainflurry
Rainflurry
February 8, 2025

@RedSunLLC 

 

Are you giving the customer a credit because they paid the bill?  If so, the easiest way to record this is to create a bank account in QB called 'Clearing Account.  Then, enter the bill like normal for the job and pay it using the newly-created Clearing Account.  Now the bill is paid but you need to move the negative balance from the Clearing Account to an A/R credit for the customer.  To do that, make a journal entry: debit the Clearing Account for the amount of the bill and credit A/R.  Make sure to select the Customer:Job under the name drop-down on the journal entry.  You now have a credit that can be applied to the customer's invoice.      

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