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lmc82563
Level 2

How to add several invoices summarized into one

I am an independent contractor. I mainly do work for one company who sends me out daily to different jobs. I would like to keep track of each job, what my services were, and bill the main company for each customer I did work for that week. Such as Monday, worked for Jones, installed laminate -price, 1/4 rnd - price...my records would show the work I did, but the bill to the main company would show Jones and total amount of that job; then the next line item would be the customer from Tuesday and their job, etc. How can this be done?

Solved
Best answer February 13, 2020

Best Answers
SarahannC
Moderator

How to add several invoices summarized into one

You can create a customer statement for this, lmc82563.

 

Let me walk you through on how to do it. Along with the steps below, I've attached sample screenshots for additional reference:

 

  1. From the main menu, click Company and select Home page.
  2. Select Statements and click the Choose button for multiple Customers.
  3. Add the customers by putting a check-mark on it.
  4. Then, OK.

statement.PNG statement1.PNG

 

Then, you'll see options where you can print or email the statement to them.

 

Let me know if you have other questions. I'd love to help you more!

View solution in original post

Catherine_B
QuickBooks Team

How to add several invoices summarized into one

Hello there, Lisa.

 

I appreciate the detailed steps you’ve provided. Yes, it can be done and I’m here to help you get things sorted out in creating one invoice with multiple services given.

 

There are fields on the invoices we can use to enter any additional ones like where you’ve rendered the services to, and when. We can also customize the invoice template to add other columns.

 

Let me show you how:

  1. Go to the Customers menu and select Create Invoices.
  2. From the Customer/Job field, enter the company where you’ll send the data to.
  3. In the ITEMS field, select the Service performed.
  4. You can use the DESCRIPTION field to enter when the service was performed and to whom it was given.
  5. Enter the total amount in the AMOUNT field.
  6. Review the details first, like sales taxes if it needs to be applied or not. Then, click Save & Close.Invoice 1.PNG

     

If you want to add other columns, here’s how:

  1. From the opened invoice, click the Formatting tab.
  2. Click Customize Data Layout.
  3. From the Additional Customization window, click the Columns tab.
  4. Check Service Date for both Screen and Print and then enter a Title to it.
  5. Select Other 1 still for Screen and Print, and enter a Title like Serviced To.
  6. Click OK.Invoice 2.PNG

     

    Invoice 3.PNG

     

I have added a few references here that you can check for more information on creating invoices and sending them. 

 

Feel free to get back to me if you need anything else. Thanks!

View solution in original post

5 Comments 5
SarahannC
Moderator

How to add several invoices summarized into one

You can create a customer statement for this, lmc82563.

 

Let me walk you through on how to do it. Along with the steps below, I've attached sample screenshots for additional reference:

 

  1. From the main menu, click Company and select Home page.
  2. Select Statements and click the Choose button for multiple Customers.
  3. Add the customers by putting a check-mark on it.
  4. Then, OK.

statement.PNG statement1.PNG

 

Then, you'll see options where you can print or email the statement to them.

 

Let me know if you have other questions. I'd love to help you more!

View solution in original post

lmc82563
Level 2

How to add several invoices summarized into one

Thank you so much for the very thorough step-by-step instructions. It works great how you have it; however, I need all of these invoices (no more than 5 a week) to be sent to one company on one invoice. 

Since we're subcontractors, the scheduling company does not want all the extra paperwork.

So on Monday, we would go do a job for Sandra Jones by installing laminate flooring at so much per square foot, we would also install trim at so much per square foot for a total to be billed to the main company. Say totals $250.

Then on Tuesday, we would do a job for John Doe by installing 10.2 yards of sheet vinyl at so much per yard, we would also have to install a subfloor at so much per sheet and again a trim molding at so much per square foot. Say totaling $500. That total then would be all the main company would see.

Then on Wednesday we wouldn't have a job so there'd be nothing.

On Thursday, for Karen White we would be a vinyl click lock product at so much per square foot and no trim since the customer will do it themselves, for a total cost of $150 

On Friday, no job just for this example

So on Saturday, I would do an invoice that would show:

Main (Scheduling) Company       -------------         Invoice date

        Karen White       -         $150

        John Doe            -         $500

        Sandra Jones     -         $250

Total Invoice:                        $900

 

Does that make sense? Can it be done? In other words, we don't want all the separate invoices to go to the company we are subcontracted to do work for but we would like to keep better records so we know who we've done work for and what kind of work we've done.

 

What are your thoughts?

Lisa

lmc82563
Level 2

How to add several invoices summarized into one

Thank you so much for the very thorough step-by-step instructions. It works great how you have it; however, I need all of these invoices (no more than 5 a week) to be sent to one company on one invoice. 

Since we're subcontractors, the scheduling company does not want all the extra paperwork.

So on Monday, we would go do a job for Sandra Jones by installing laminate flooring at so much per square foot, we would also install trim at so much per square foot for a total to be billed to the main company. Say totals $250.

Then on Tuesday, we would do a job for John Doe by installing 10.2 yards of sheet vinyl at so much per yard, we would also have to install a subfloor at so much per sheet and again a trim molding at so much per square foot. Say totaling $500. That total then would be all the main company would see.

Then on Wednesday we wouldn't have a job so there'd be nothing.

On Thursday, for Karen White we would be a vinyl click lock product at so much per square foot and no trim since the customer will do it themselves, for a total cost of $150 

On Friday, no job just for this example

So on Saturday, I would do an invoice that would show:

Main (Scheduling) Company       -------------         Invoice date

        Karen White       -         $150

        John Doe            -         $500

        Sandra Jones     -         $250

Total Invoice:                        $900

 

Does that make sense? Can it be done? In other words, we don't want all the separate invoices to go to the company we are subcontracted to do work for but we would like to keep better records so we know who we've done work for and what kind of work we've done.

 

What are your thoughts?

Lisa

Catherine_B
QuickBooks Team

How to add several invoices summarized into one

Hello there, Lisa.

 

I appreciate the detailed steps you’ve provided. Yes, it can be done and I’m here to help you get things sorted out in creating one invoice with multiple services given.

 

There are fields on the invoices we can use to enter any additional ones like where you’ve rendered the services to, and when. We can also customize the invoice template to add other columns.

 

Let me show you how:

  1. Go to the Customers menu and select Create Invoices.
  2. From the Customer/Job field, enter the company where you’ll send the data to.
  3. In the ITEMS field, select the Service performed.
  4. You can use the DESCRIPTION field to enter when the service was performed and to whom it was given.
  5. Enter the total amount in the AMOUNT field.
  6. Review the details first, like sales taxes if it needs to be applied or not. Then, click Save & Close.Invoice 1.PNG

     

If you want to add other columns, here’s how:

  1. From the opened invoice, click the Formatting tab.
  2. Click Customize Data Layout.
  3. From the Additional Customization window, click the Columns tab.
  4. Check Service Date for both Screen and Print and then enter a Title to it.
  5. Select Other 1 still for Screen and Print, and enter a Title like Serviced To.
  6. Click OK.Invoice 2.PNG

     

    Invoice 3.PNG

     

I have added a few references here that you can check for more information on creating invoices and sending them. 

 

Feel free to get back to me if you need anything else. Thanks!

View solution in original post

lmc82563
Level 2

How to add several invoices summarized into one

Thank you for more detailed information. Both of these responses together solved my problem with being able to print 3rd party invoices. 

 

Thank you both of you!!!

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