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Y10 Tax
Level 2

How can I add a billable service to a client's account without billing them yet?

Hi, I offer services like 1099 filing for clients. Sometimes I'll finish one filing, but I'm not ready to bill the client yet. I don't want to add a bill because then it messes up the account dashboard information, but I also don't want to forget what services I've already performed for them. How can I add a billable service to a client's account to then later bill them when I create an invoice. Thanks.

Solved
Best answer February 10, 2021

Best Answers
JenoP
QuickBooks Team

How can I add a billable service to a client's account without billing them yet?

You can use the Estimate feature to track the filings that you did for your clients, Y10 Tax.

 

Then, convert them into invoices once you're ready to send them a bill. Since en estimate is not a posting transaction, it will not add to the client's total balance. Here's how:

 

  1. Click the + New button and select Estimate
  2. Enter all other details of the transaction including the name of the client, date, and the service that you're offering.
  3. Click Save.

 

Once you're ready to create an invoice, you just need to open the Estimate and click Create invoice in the upper-right hand of the transaction. Here's an article for more details: Convert An Estimate Into An Invoice In QuickBooks Online.

 

The Community is always here if you need anything else. 

View solution in original post

2 Comments
JenoP
QuickBooks Team

How can I add a billable service to a client's account without billing them yet?

You can use the Estimate feature to track the filings that you did for your clients, Y10 Tax.

 

Then, convert them into invoices once you're ready to send them a bill. Since en estimate is not a posting transaction, it will not add to the client's total balance. Here's how:

 

  1. Click the + New button and select Estimate
  2. Enter all other details of the transaction including the name of the client, date, and the service that you're offering.
  3. Click Save.

 

Once you're ready to create an invoice, you just need to open the Estimate and click Create invoice in the upper-right hand of the transaction. Here's an article for more details: Convert An Estimate Into An Invoice In QuickBooks Online.

 

The Community is always here if you need anything else. 

View solution in original post

Y10 Tax
Level 2

How can I add a billable service to a client's account without billing them yet?

Hi,

Thank you for that tip.

That should do it.

-Yehuda

 
 
 
 
 
 
 
 
 
 

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