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Working with a small business owner who uses QuickBooks Desktop Pro Plus. He wants to start using invoicing and shipping and billing/payment processing through QuickBooks. Where do we start? He has 30+ clients and each client has a different price structure with the available inventory items. Do we set up a separate template for each client or 1 template that we use for everyone? Can the available inventory items and pricing be customized for each client? Looking for a starting point.
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:
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.
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