Solved
Common Services
We have about 150 customers with common Service entry for all of them, like Registration fee and monthly Fee.Is there not a method by which these can be added automatically to all invoices?
Jen_DAnswer
Level 8
September 29, 2020
I can share some insights on how to assign line items to invoices, @Manzoor1,
At the moment, the option to create an invoice template with a fixed line item for services is currently unavailable. You will need to assign them every time you will create a sale inside QuickBooks.
However, if they have a fixed payment scheme and their pay doesn't change, you can use recurring transactions. This will allow you to assign line items on invoices for fixed charges to a client.
To do that:
- Go to Settings ⚙ then select Recurring Transactions.
- Press New.
- Choose the type of transaction to create, and then select OK.
- Enter a Template name.
- Choose a Type. For Scheduled, QuickBooks will automatically create the transaction for you. While for Unscheduled, it will only serve as a template where you can pull up and modify anytime.
- Add all the information of the sale including the Service entry before saving.
To learn more about this, see the following links:
- Create recurring transactions in QuickBooks Online
- Create a recurring transaction [Video]
- Schedule recurring transactions created with a template
For other questions or clarifications, feel free to connect with me again. I'll be right here to help you anytime. Have a good one!