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Level 1

Standard invoice each week

Hey everyone

Our business has a very standard invoice it sends customers each week.

 

Customer ABC will be invoiced:

  • Account Management fee for customer ABC (Fixed cost)
  • Picking and packing fees (Variable cost)
  • Storage fees (Variable cost)
  • Domestic Postage (Variable cost)
  • International Postage (Variable cost)

 

It seems like it should be a simple thing, but we have found it impossible.

We want to have every new invoice created to have these items on it..... In a perfect world, selecting the customer would add their own relative account keeping fee, but at an absolute minimum we want to have every invoice created to have all the variable cost items on it.

Has anyone figured this out???

Thanks in advance

Gray

1 Comment 1
Maybelle_S
QuickBooks Team

Standard invoice each week

Hello there, Gray.

 

I understand the importance of setting up standard invoices for your business.

 

Currently, automating the process of creating invoices with fixed and variable costs is unavailable. We understand your need and would love to hear your thoughts about your experience by sending feedback on your QuickBooks Online company.

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

Alternatively, create a recurring template for that customer with all items and calculate the variable cost manually. For more details, check this link: https://quickbooks.intuit.com/r/bookkeeping/variable-cost/.

 

Furthermore, you may want to look at a third-party application to help create templates that can automatically populate with the necessary fixed and variable costs based on the customer. You can find one by visiting this website: https://quickbooks.intuit.com/app/apps/home/.

 

Additionally, you might consider seeking assistance from a professional accountant or software specialist who can help set up a system that meets your needs.

 

Please visit our Firm of the Future page periodically to stay updated with the news and updates.

 

Once your customer pays their invoice, you can refer to this article to record it in the system: Record invoice payments.

 

Let me know if you need further guidance managing invoices in QuickBooks. I'm always here to help. Take care.

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