Welcome to the Community space,
I'm here to provide steps to start your invoicing in QuickBooks Desktop (QBDT) Pro Plus.
To begin with your invoicing, you can start by creating an invoice. Additionally, I suggest using Payments to efficiently handle customer payments for invoices and in-person transactions.
When it comes to customizing templates for individual clients, the sales form customization is ideal for clients who require specific layouts or designs on their invoices. If your clients don't need a unique design but vary only in their pricing structures for inventory items, you can streamline your process by using a single template for all clients.
Furthermore, you can use price levels to customize your inventory items and pricing for each client in QBDT. Here's how:
- From the Lists menu, go to Price Level List.
- Select Price Level at the bottom then choose New.
- Enter the price level name then choose the price level type.
- Fixed Percentage Price Levels: This lets you increase or decrease the prices of all items for a particular customer or job by a fixed percentage. For example, you may use a fixed percentage price level for a customer who gets a 10% discount on all the products and services you offer. You can choose to round sales prices up to the next whole dollar by setting this Company preference when you use fixed percentage price levels.
- Per Item Price Levels: This lets you set custom prices for items associated with different customers or jobs. For example, you might use a per-item price level for your preferred customers who are charged $8 for product A (regularly priced at $10), $5 for product B (regularly priced at $5.50), and your standard price for product C. In another example, you might have a specific customer you agreed to charge $50 per hour for research time (regularly priced at $70) and $30 per hour for administrative time (regularly priced at $35 per hour). This is only available if you have QuickBooks Desktop Premier or Enterprise editions.
4. Select OK.
It is also important to note that the price level needs to be applied manually every time you enter a transaction. If you want to automatically tie the price when selecting a specific client you can use Advanced pricing (price rules).
Moreover, I'm adding this helpful article about keeping track of your sales and expenses using reports in QBDT: Customize customer, job, and sales reports in QuickBooks Desktop.
Return to this post if you have other concerns about your invoices and inventory in QuickBooks Desktop. The Community is always here to help.
