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singularity1
Level 1

Invoicing

Thanks for your help in advance.  I am starting a business where I will be repairing small equipment.  I would like to be able to charge a fixed rate to repair different makes and models while still tracking parts used for inventory and sales tax purposes.  For example, I have two Acme 250 do hickeys.  I want to charge $150 to repair all Acme 250 do hickeys.  One will require $50 in parts, the other $60.  What would be the best/easiest way to set up invoicing so that the customer sees one item - Acme 250 repair  = $150, but yet the cost of the parts would reflected for sales tax purposes and also parts used for inventory.  Thank you.

Solved
Best answer February 18, 2021

Best Answers
Tori B
QuickBooks Team

Invoicing

Hey there, @singularity1

 

Thanks for reaching out to the Community for support. Congrats on the new business. I'm happy to lend a hand with tracking your repairs. 

 

I have a suggestion you can use for the scenario you've provided above. You can add the fixed rate to repair the small equipment as a service item and add the parts as inventory items. Both the service and inventory items can be added to an invoice. Let me show you how to set the items up and apply them to an invoice below. 


Adding the items:

 

  1. Go to the Sales menu and choose Products and Services.
  2. Hit New in the upper-right corner. 
  3. Pick Inventory to add the parts, and choose Service to add the repair rate. 

To add the items to an invoice:

 

  1. Create a new invoice. 
  2. Select a customer, then fill in the invoice. Ensure to add both the service and inventory items. 

That's all there is to it. I've included a couple of articles below that you may find handy. The articles contain further details about keeping track and adding items to QuickBooks, along with a quick how-to of creating invoices. 

 

Please let me know if you have further questions about this process. You can reach out to the Community at anytime. We're always around to help you out. Take care and have a good one! 

View solution in original post

1 Comment
Tori B
QuickBooks Team

Invoicing

Hey there, @singularity1

 

Thanks for reaching out to the Community for support. Congrats on the new business. I'm happy to lend a hand with tracking your repairs. 

 

I have a suggestion you can use for the scenario you've provided above. You can add the fixed rate to repair the small equipment as a service item and add the parts as inventory items. Both the service and inventory items can be added to an invoice. Let me show you how to set the items up and apply them to an invoice below. 


Adding the items:

 

  1. Go to the Sales menu and choose Products and Services.
  2. Hit New in the upper-right corner. 
  3. Pick Inventory to add the parts, and choose Service to add the repair rate. 

To add the items to an invoice:

 

  1. Create a new invoice. 
  2. Select a customer, then fill in the invoice. Ensure to add both the service and inventory items. 

That's all there is to it. I've included a couple of articles below that you may find handy. The articles contain further details about keeping track and adding items to QuickBooks, along with a quick how-to of creating invoices. 

 

Please let me know if you have further questions about this process. You can reach out to the Community at anytime. We're always around to help you out. Take care and have a good one! 

View solution in original post

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