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Jerly Marcellana
Dec 16, 2022 6:01 PM UTC
Question

ALLOCATING EXPENSE AND INVOICE TO ONE CUSTOMER

How I can allocate the invoice and the delivery fee or the expense transaction to one customer at the same time? Also, how can I allocate the expense created to my stock or the cost of sales?

 

*tst

1 reply

Adrian_A
Adrian_A
Dec 16, 2022 8:19 PM UTC

Hi there, Jerly Marcellana.

 

I'm here to help resolve your concerns with adding a delivery fee to the invoice and linking an expense transaction to a customer.

 

The option to create an invoice with a delivery fee together with an expense transaction is unavailable in QuickBooks. However, I have a workaround you may want to consider.

 

You can add a service item and you may call it a Service. Then, enter it as a second line item on the invoice. Just a heads up, you'll have to calculate the service fee amount manually. I've added this screenshot as your guide:

 

As for linking an expense transaction to a customer, you can use the Billable expense feature in QuickBooks Online. It allows you to incur expenses on your customer’s behalf. For more information, you can check this reference: Enter billable expense.

 

If you need more resources in managing VAT, you can check this link: Set up and use the VAT feature in QuickBooks Online.

 

I'll be around whenever you need help filing and paying VAT.

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