cancel
Showing results for 
Search instead for 
Did you mean: 
Inventive_Web_Design
Level 1

Invoice for set number of hours per month with roll over hours

I have a few clients that pay me a (mostly) fixed amount per month and get a specific amount of hours. If they don't use those hours they can bank them for a future project. Right now I do everything manually but I am wondering if QB Online has a way to automate this.

 

I currently don't use QB Time to track my time. I just use Single Time Activity to put in any hours worked for a specific client on a given day.

 

For example:

Client A:

  1. They pay me to use 4 hours a month at $80/hour ($320/month).
  2. They usually only use about 2-2.5 hours a month which means they get a credit of hours
  3. Sometimes they go over which either reduces the amount of hours credited or puts them in the negative for number of hours credited.
  4. Currently the invoice would have a list of hours worked on specific dates (charging $0.00 for them) and a summary section with below that. Something like this:
    Invoice-demo.jpg
  5. Each month, I add my time (once again, I use Single Time Activity and not QB Time). I then have to go in and set those hours to 0.00 and to change the name of the month in the summary at the bottom. Then I total up the hours and subtract it or add it to their credited hours.

  6. Sometimes I purchase software for them and remove an equivalent amount of hours from their credited hours (i.e. - $80 of software would remove 1 credited hour) .

Client B

  1. Same as above but they don't ever go into negative credited hours. They get charged for any overage each month.

 

Basically, I wanted to know if there is a way to automate this either by using Single Time Activity or QB Time and set a client to have a specific amount of hours each month and a specific rate and they get them an invoice each month that shows where they are at with their credited hours and how much they owe.

2 Comments 2
AileneA
QuickBooks Team

Invoice for set number of hours per month with roll over hours

Hello, Inventive_Web_Design.

 

I understand how the workflow you're looking for is beneficial to your business. However, as of this moment, the ability to automate a specific amount of hours each month and rate where they are at with their credited hours and how much they owe is not yet available in QuickBooks. 
 

Through our Feedback board, we can pass a request here about this feature. These requests and suggestions are forwarded to the Product Development Team, and I want to let you know that your voice matters, and each update our developer team creates are considered that it benefits our customer's business. 

 

Here's how: 

 

  1. Access your QuickBooks Online company.
  2. In the upper-right corner, click the Gear icon.
  3. Under the Profile column, select Feedback.
  4. Enter a brief description of your product suggestion, and then click Next.
  5. Type your email address.
  6. Once done, click Send Message

   

For your reference, check out this link: Enter a weekly timesheet in QuickBooks Online.

 

You can also visit our Help articles page for reference to find some helpful topics and discussions on managing your QuickBooks Online. 

 

I appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. Stay safe!

Rexie1992
Level 1

Invoice for set number of hours per month with roll over hours

In my company, we are basing our payroll through the number of outputs we dish out during the day. I really am happy that this is the case and I am glad that more people get to appreciate this over time. i hope more people will find it especially useful when they are going to report things in the company.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us