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You can create separate invoices to add quarterly service fees on your customer statements, Tim. I'll be glad to discuss this further to keep you on the right path.
In QuickBooks Desktop, a statement provides summaries of a customer's account by listing recent invoices, credit memos, and received payments. The option to automatically add a service fee to statements is currently unavailable.
Therefore, you need to create separate invoices to account for the service fee for each customer who decides to pay their balances quarterly. It will be included when you create and send your customer statements.
To begin with, let's make a service fee item. Here's how:
- Head to the Lists menu, then pick Item List.
- Select the Item dropdown, then click New.
- Choose either the Service or Non-inventory Part for the item type.
- Enter the name of your item and fill out the remaining fields.
- Click OK.
After that, proceed to the steps outlined in this material for guidance on producing an invoice for the quarterly service fees: Create an invoice in QuickBooks Desktop.
Alternatively, consider utilizing a third-party application to collect and manage customer service fees. Visit this link to explore your options: Apps for QuickBooks Desktop.
Moreover, ensure that you document customer payments as soon as they settle their balances. It will associate the payments with the corresponding invoices, helping to maintain accurate account balances for reporting purposes.
We’re always ready to assist you with additional concerns regarding service fees and statements in QuickBooks Desktop. Please tag us in your reply on this thread to notify us in the Community.
