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wyldquicken
Level 1

Create Separate Invoices for single Client, each for a different project.

I have a single client, for which I consult on multiple projects. Time entries need to be invoiced by project, so I have multiple invoices, each for a separate project. These projects may actually be for my client's customer's and passed on the them.

 

The problem is that invoices show the charges on the current invoices (New Charges) as well as charges from other open invoices for the same client (Other Invoices from this date). The total shown is for the both the charges on this invoice and other outstanding invoices. This is very confusing to my client and doesn't allow them to use my invoice as an item when charging their customer.

 

How do I have an invoice ONLY reflect the charges on the invoice itself, and not include charges from other open invoices?

Solved
Best answer December 03, 2020

Best Answers
Angelyn_T
QuickBooks Team

Create Separate Invoices for single Client, each for a different project.

Hi there, @wyldquicken.

 

Thank you for adding a post. I can definitely with you with your invoices to display only the current transaction amount.

 

Usually, the charges on the open invoices are added when the Account summary is set to show on your forms. At this time, you can remove these charges through the Custom Form Styles window. 

 

Here's how:

 

  1. Open your QuickBooks Online account, then select Custom form styles from the Gear icon.
  2. Look for the invoice template, then click on Edit under Action.
  3. Go to the Content column, then tap the center part of the preview page.
  4. Remove the check-mark beside the Show in invoice section under Account summary.
  5. Hit Done.

To learn more about personalizing your form templates, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For additional tips, while managing invoices in QuickBooks Online you can as well open this link for your guide. If you're a project-based business, you can also create progress invoices to request partial payments during a project.

 

If you have other questions for us, please feel free to leave a comment below. I'll be right here to provide additional assistance whenever you need it. Keep safe!

View solution in original post

2 Comments
Angelyn_T
QuickBooks Team

Create Separate Invoices for single Client, each for a different project.

Hi there, @wyldquicken.

 

Thank you for adding a post. I can definitely with you with your invoices to display only the current transaction amount.

 

Usually, the charges on the open invoices are added when the Account summary is set to show on your forms. At this time, you can remove these charges through the Custom Form Styles window. 

 

Here's how:

 

  1. Open your QuickBooks Online account, then select Custom form styles from the Gear icon.
  2. Look for the invoice template, then click on Edit under Action.
  3. Go to the Content column, then tap the center part of the preview page.
  4. Remove the check-mark beside the Show in invoice section under Account summary.
  5. Hit Done.

To learn more about personalizing your form templates, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For additional tips, while managing invoices in QuickBooks Online you can as well open this link for your guide. If you're a project-based business, you can also create progress invoices to request partial payments during a project.

 

If you have other questions for us, please feel free to leave a comment below. I'll be right here to provide additional assistance whenever you need it. Keep safe!

View solution in original post

wyldquicken
Level 1

Create Separate Invoices for single Client, each for a different project.

Many Thanks

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