Question

Bundles

Forum|Forum|7 years ago
January 8, 2019
14 replies
44 views

We use bundles on our invoices. I have billable expenses I want to add to my bundle but each time I add the billable expense it creates a new line item. I would like all of these billable expenses to total in one line item as I do not want all of the individual detail to show on the invoice to the customer. Is this not an option? It seems odd to not be able to do this.

QuickBooks Online

Rustler

Level 15

if remember right, where you set the billable expense to copy to the invoice there is a check mark for make one entry or something like that

B

batvalilAuthor

In QuickBooks online? Hmm...not sure why I do not see that.

M

mm882

Good day, @batvalil!

As of now, QuickBooks Online (QBO) doesn't have an option to add a bundle when creating a bill. Only service or product items can be added in a bill and same goes to a billable expense.

However, you can add bundles in your invoices while making the composing products or services not visible to your customers. You just need to uncheck the option that's labeled Display bundle components when printing or sending transactions.

Here's how;

Go to Sales, then Products and Services.
Locate the bundled products or services.
Click Edit.
Uncheck the option labeled Display bundle components when printing or sending transactions.
Click on Save and close.

Here's an article you can read to learn more about bundles: Change Product and Service Types.

It'll be our pleasure to help you with your concerns in the future.

How do you add billable expenses to a bundle without loosing the expense being linked to the invoice with the new invoicing for 2024?? I've called support and they told me to delete the item. I did that and added the amount to my bundle, but the expense still shows as unbilled. What is the fix for this? We add all expenses as billable and then when we create the invoice we move them to a bundle so our customer only see the total for 1 line item/activity.

The new invoice, 2024, is not working the way we need it to. We loved the old invoice system, not sure why it had to be changed and not have all the same working functions.

A

atubbiolo

This is the worst setup for issues one could imagine. Nothing is intuitive. joke. My problem is that when I am creating a invoice and add a bundled item I can no longer add another Bundled item in a separate line item. the only way I can another bundled item in there is to save the invoice, close it, reopen it then add it. I have tested this over and over and get the same thing. What a giant waste of time. Please that this gets to the right people.

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