cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - https://intuit.me/31Nl3My
Manzoor1
Level 1

Common Services

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?

Solved
Best answer September 29, 2020

Accepted Solutions
Jen_D
Moderator

Common Services

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:

  1. Go to Settings ⚙ then select Recurring Transactions.
  2. Press New.
  3. Choose the type of transaction to create, and then select OK.
  4. Enter a Template name.
  5. Choose a Type. For Scheduled, QuickBooks will automatically create the transaction for you. While for Unscheduled, it will only serve as a template where you can pull up and modify anytime.
  6. Add all the information of the sale including the Service entry before saving.

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!

View solution in original post

3 REPLIES 3
Jen_D
Moderator

Common Services

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:

  1. Go to Settings ⚙ then select Recurring Transactions.
  2. Press New.
  3. Choose the type of transaction to create, and then select OK.
  4. Enter a Template name.
  5. Choose a Type. For Scheduled, QuickBooks will automatically create the transaction for you. While for Unscheduled, it will only serve as a template where you can pull up and modify anytime.
  6. Add all the information of the sale including the Service entry before saving.

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!

View solution in original post

Fiat Lux - ASIA
Level 15

Common Services

@Manzoor1 

What kind of service do you provide? SaaS ?

Manzoor1
Level 1

Common Services

Hi there,

We are a private fee-charging school.

Need to get in touch?

Contact us