How do I recognize that time has been billed?

Forum|Forum|6 years ago
April 28, 2020
1 reply
5 views

Our company bills on a % of completion basis. When I create invoices from estimates, I don't "add" the time to the invoice, but use it as a guideline to determine how much I should bill that month. Once I have billed the customer, how do I tell QBO that I am finished with that block of time (ie for that billing period) so it does not continue to show up as unbilled time?

QuickBooks Online

RenjolynC

Level 9

Hello dawnjohnson,

To clear up any unbilled activity in the Customers page, you can record an invoice for the billable transactions.

Here's how:

Go to Sales > Customers.
Click the Unbilled Activity section.
Find the customer and click the Start Invoice link.
Check the invoice details and select Save and close.

You also have the option to remove or hide the billable charge. I've got this article for the instructions: How to remove a billable expense charge.

I'm just a few clicks away if there's anything else you need. Take care.

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