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August 8, 2020
Question

How do i show credits or draws i have made on a job when im doing a final invoice?

  • August 8, 2020
  • 1 reply
  • 0 views
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1 reply

Angelyn_T
Moderator
August 8, 2020

Hello, @rself01.

 

You just have to apply payment and credits for your invoices, then prepare a statement for your job or project. Everything including the credits and draws will be displayed on the from there.

 

Here's how to prepare a statement:

 

  1. Click on Sales at the left pane, then select Customers.
  2. Choose the job or customer you want to prepare a statement by checking the box beside it.
  3. Tap on Create statements under the Batch actions.

To learn more about invoices and statements in QBO, check out these articles:

 

As always, feel free to read the topics from this link in case you need references while working with QuickBooks in the future.

 

Let me know if you have any other questions. I'm a few clicks away to help. Happy weekend, @rself01!