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Hi guys. My employer - a wholesale/manufacturing company, has been creating invoices for free product samples and replacements that sent to customer with no charge. This method causes a lot of open invoices. Is there a way they can keep doing what they have been doing, but I can do the clean up afterwards? I guess what they are trying to do is to keep track of the cost on those samples and replacements for record keeping
Solved! Go to Solution.
Thanks for reaching out to us, InnoV.
I'll share information about tracking products and get rid of the open invoices in QuickBooks Desktop.
Yes, your employer can continue what they're doing. Those invoices will become non-collectible since your employer send them to their customer with no charges. To get rid of it, you can write it off and declare it as a bad debt so you can clear the open invoices.
Here's how to get started: on the Chart of Accounts, create an account for Bad Debt, and ensure to pick Expense as the account type. I'll show you how.
After that, you can follow these steps in writing off bad debt for those open invoices:
I've added this article for more insight about writing off bad debt in Quickbooks Desktop: Write off bad debt in QuickBooks Desktop.
You can also keep track of the sample product your employer produces by clicking on the Reports menu and then selecting Inventory. Refer to this resource for more details: Track the products you manufacture.
In addition, you can customize your inventory report to focus on the details you need most. You can read this material to learn more on how to do it: Customize reports in QuickBooks Desktop.
If you need help with open invoices or inventory, I'll be here to back you up. Take care and stay safe.
Thanks for reaching out to us, InnoV.
I'll share information about tracking products and get rid of the open invoices in QuickBooks Desktop.
Yes, your employer can continue what they're doing. Those invoices will become non-collectible since your employer send them to their customer with no charges. To get rid of it, you can write it off and declare it as a bad debt so you can clear the open invoices.
Here's how to get started: on the Chart of Accounts, create an account for Bad Debt, and ensure to pick Expense as the account type. I'll show you how.
After that, you can follow these steps in writing off bad debt for those open invoices:
I've added this article for more insight about writing off bad debt in Quickbooks Desktop: Write off bad debt in QuickBooks Desktop.
You can also keep track of the sample product your employer produces by clicking on the Reports menu and then selecting Inventory. Refer to this resource for more details: Track the products you manufacture.
In addition, you can customize your inventory report to focus on the details you need most. You can read this material to learn more on how to do it: Customize reports in QuickBooks Desktop.
If you need help with open invoices or inventory, I'll be here to back you up. Take care and stay safe.
Thank you very much Givanni!
At first, I thought my question would be confusing because I was confused by my employer lol. And yes, that's what I need to know.
Thanks for updating us here, @InnoV. I'm glad the steps shared by my peer have helped resolve your issue.
For future reference, check out this article to learn more about managing customer transaction workflows in QuickBooks Desktop.
See you again in your next post. We're always around to help you again.
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