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We have about 150 customers with common Service entry for all of them, like Registration fee and monthly Fee.Is there not a method by which these can be added automatically to all invoices?
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I can share some insights on how to assign line items to invoices, @Manzoor1,
At the moment, the option to create an invoice template with a fixed line item for services is currently unavailable. You will need to assign them every time you will create a sale inside QuickBooks.
However, if they have a fixed payment scheme and their pay doesn't change, you can use recurring transactions. This will allow you to assign line items on invoices for fixed charges to a client.
To do that:
To learn more about this, see the following links:
For other questions or clarifications, feel free to connect with me again. I'll be right here to help you anytime. Have a good one!
I can share some insights on how to assign line items to invoices, @Manzoor1,
At the moment, the option to create an invoice template with a fixed line item for services is currently unavailable. You will need to assign them every time you will create a sale inside QuickBooks.
However, if they have a fixed payment scheme and their pay doesn't change, you can use recurring transactions. This will allow you to assign line items on invoices for fixed charges to a client.
To do that:
To learn more about this, see the following links:
For other questions or clarifications, feel free to connect with me again. I'll be right here to help you anytime. Have a good one!
What kind of service do you provide? SaaS ?
Hi there,
We are a private fee-charging school.
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