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Tips

Forum|Forum|2 years ago
May 11, 2024
1 reply
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I am using Solopreneur and have been advised to use "Invoice" as Sales Receipt is not an option

I have added my Products & Services and wondering how I manage for tips

In the invoice if I select Product & Services (e.g. $30 + Tax) and the customer has rounded up to $40 how do I record the tip in the invoice?

Thanks

QuickBooks Solopreneur

Best answer by ChristineJoieR

I'll guide you through the process, Affinitistyle. Let me help you with how you can record your tips in QuickBooks Soloprenuer (QBSP).

First, let's create an item so you can successfully add the tips to your invoice.

Go to Settings ⚙, then select Products & services.
Select New, then Non-inventory.
Enter a Name, like Tips.
For the Income account, select the account you created in Step 1.
Select Save and Close.

Next, make an invoice and enter the item you just set up.

Here's how:

Go to Sales, then select Invoices.
Select Create Invoice.
Enter the Customer. In the Products/Services field, select the tip item you created in Step 2.
Select Save. If your credits are set up to apply automatically, you're done. Otherwise, select Receive payment.
Select the credit and then Save and close.

Furthermore, here's an article that will share insights about the frequently asked questions about the QuickBooks SoloPreneur.

I'm available to assist with any additional inquiries you might have regarding QuickBooks invoicing concerns. Don't hesitate to reach out whenever you require assistance. Take care!

C

ChristineJoieR

Answer

QuickBooks Team

I'll guide you through the process, Affinitistyle. Let me help you with how you can record your tips in QuickBooks Soloprenuer (QBSP).

First, let's create an item so you can successfully add the tips to your invoice.

Go to Settings ⚙, then select Products & services.
Select New, then Non-inventory.
Enter a Name, like Tips.
For the Income account, select the account you created in Step 1.
Select Save and Close.

Next, make an invoice and enter the item you just set up.

Here's how:

Go to Sales, then select Invoices.
Select Create Invoice.
Enter the Customer. In the Products/Services field, select the tip item you created in Step 2.
Select Save. If your credits are set up to apply automatically, you're done. Otherwise, select Receive payment.
Select the credit and then Save and close.

Furthermore, here's an article that will share insights about the frequently asked questions about the QuickBooks SoloPreneur.

I'm available to assist with any additional inquiries you might have regarding QuickBooks invoicing concerns. Don't hesitate to reach out whenever you require assistance. Take care!

A

AffinitistyleAuthor

Thank you for the below

To confirm this means i need to add tips as a separate income item for every transaction?

J

JamaicaA

QuickBooks Team

You'll need to create one item for tips as a separate income account, Affinitistyle. I'll provide further clarification about this matter.

Once you make a new account specifically labeled for tips from the products & services, you can add this to every transaction. This item will allow you to track them easily in one place.

Here's an article for more details: Turn tips on or off for sales forms.

For more information about this subscription, refer to this guide: Introduction to QuickBooks Solopreneur.

Do you require additional assistance with managing your invoices and payments? Please do not hesitate to include them in your response. I'll be right there to help you.

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