Invoice quantity field

Forum|Forum|4 years ago
August 8, 2021
1 reply
0 views

In our HOA we issue invoices to the members. They are billed at a rate based on the number of acres they owned. It is tedious to enter this information every time. Is there a way to link this acreage information to the member?

QuickBooks Desktop

AileneA

Moderator

Hello, cthomas38.

Thank you for reaching out to the Community. You'll need to create items for the homeowner. From there, fill in the item details information. I'll show you how to do it:

Go to Lists, then select Item List.
On the Item List window, select Item then New.
Choose the type of item you want to create.
Fill out the item fields.
Use Custom Fields to add your own customized fields.
Tap Save.

Once you create an invoice, the information will automatically fill in in the description to the homeowner. Then enter the quantity manually.

For more details information, please refer to these articles:

Fill me in if you have additional questions in QuickBooks. I'm always here to help. Take care always.

cthomas38Author

The Rate isn't the issue. What I was looking for was a way for the Quantity field to fill in automatically with the owner's acreage. Presently, we charge $4.00 per acre and I use your technique to have that fill in when I select invoice creation. Thank you for looking at the issue for me.

I added the acreage to the owners' addresses so I can visually see it without switching out to a separate pdf listing and back again.

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