Question

Bundles

Forum|Forum|7 years ago
January 8, 2019
14 replies
37 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.

MJoy_D

QuickBooks Team

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.

Hi there, @mm882.

I'm here to share some information about adding a billable expense to a bundle without losing the expense being linked to the invoice with the new invoicing.

The option to add expenses as billable and then create an invoice and move them to a bundle so our customers only see the total for 1 line item/activity is currently unavailable. That would be a great addition to the current features that we have, so I'll take note of it. I also recommend you leave feedback from within the account.

Here are the steps to do that:

Go to the Gear icon and select Feedback.
Provide your product suggestion.
Click on Next to submit feedback.

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?. For now, I recommend checking our Feedback page for timely updates.

Here's more information about creating and sending invoices in QuickBooks Online. Once you receive their payment, here's how to record invoice payments manually.

Let me know in the reply section if you need more help or have questions about billable expenses and invoices. I'm always here to answer them for you. Have a great rest of the day!

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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