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Level 1

Hello, can I create an invoice for a client that I would add ongoing service charges to through the month then send them the total invoice at month end?

 
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Community Champion

Hello, can I create an invoice for a client that I would add ongoing service charges to through the month then send them the total invoice at month end?

Hello userbrett,

I hope you had a great weekend! QuickBooks Online has an amazing feature called Progress Invoicing that I think might assist with what you are looking for.

To set up and send progress invoices in QuickBooks Online kindly reference the link below:
https://quickbooks.intuit.com/learn-support/en-ca/manage-invoices/set-up-and-send-progress-invoices-...

I hope this helps and I hope you have a great Monday!

Kindest Regards,
Lourdes Fernandez
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QuickBooks Team

Hello, can I create an invoice for a client that I would add ongoing service charges to through the month then send them the total invoice at month end?

Hi userbrett,

 

Welcome to the Community! I just wanted to take a moment to go over how service charges in QuickBooks Online to make sure that you have the steps you need to get going with this progress.

 

Lourdes has an interesting suggestion for you with Progress Invoicing, which gives you the opportunity to great an estimate and then create invoices from that estimate is segments. It's a great option for gradually invoicing your customer a single charge, and you're welcome to explore to see if this is a good fit for you. The thing to keep in mind with this option is that there isn't a sort of "master" invoice you can send at the end with a grand total as the grand total has effectively been broken up into different invoices. The article Lourdes shared has all the details of how this feature works.

 

That being said, QuickBooks Online doesn't have a built-in service option feed. Rather, it's a matter of manually adding the charges to an existing invoice or creating a brand new invoice each time there's a service charge. Here's our help article that goes over this: Add service fees manually to invoices

 

With this in mind and how you're looking to communicate the service fees to your client, it's really up to you how you'd like to go about it. For instance, you could add a new service fee each time to an existing invoice and then resend the invoice once you've made the changes or you can have the original invoice and then send individual service fee transactions. Since you'd like to be able to send a "grand total" at the end of the month, the first of those two option may be best.

 

I know this is a multi-step process, and our development team is constantly looking for ways to simplify things, so feel free to share any ideas you have for a service fee feature by submitting feedback. Here's how you can do that: How do I submit feedback? Comments are forwarded to the product development team for consideration and let them know what users would benefit from in the program.

 

Feel free to ask more questions if you have them. Have a great week!