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cariadfach01
Level 1

how do i change the flat rate when charging one customer?

 
1 REPLY 1
JoesemM
Moderator

how do i change the flat rate when charging one customer?

You need to manually enter or update the flat rate amount directly in the Amount field for the specified service or item, cariadfach01.

 

In QuickBooks Self-Employed (QBSE), you can manually edit the charge for a specific customer, including changing the flat rate. QBSE doesn't use pre-set rates for customers tied to specific items, so you'll need to edit the rate manually each time.

 

Here's how:

 

  1. Go to the Invoices tab from the left-hand menu.
  2. Choose Create Invoice to start a new invoice or locate and edit an existing one from your list.
  3. In the invoice details, enter or update the flat rate in the Amount field for the specific service or item.

  4. Fill in any other necessary details.
  5. Click Save Invoice to save the changes.
  6. If you’re ready to send the invoice, click Send Invoice.

 

Additionally, here are some helpful guides to assist you with managing receipts and reviewing transactions in QBSE:

 

 

Know that I'm always here to help if you have other questions. I'm just a few clicks away.

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