In QB online, I use the invoice function to send customers their bill. We bill for inventory used on the job, using the drop down which allows us to see all of our catalogued inventory. My question is, how do I bill for labor, lift rental, recycling, etc and other items that are not inventory? There is no where to put the item and account number to flow to our income statement, only the drop down for inventory. On the PO, there is a drop down where you can add various lines with corresponding account number, but I can't figure out how to do it on invoices. I would appreciate any help.
Thank you so much. That worked. Can you please help me with another issue? We bill customers for an amount that is offset by an energy credit provided by the local energy company. So, in effect, we bill two companies for the same invoice, with it clearly written who owes what. We typically invoice for the whole amount of the project, apply all charges, including sales tax, then take the energy incentive off the subtotal, which leaves the balance due going to receivables for the main customer. This is the manner in which the energy company requires it to be invoiced. My question is, how do I get the incentive into receivables as being due from the local energy company?