Connect with and learn from others in the QuickBooks Community.
Join nowJust so you know, Total newbie to QuickBooks here
I'm just setting up QuickBooks Desktop Pro 2019. I'm putting in my customers info.
How to I setup monthly service invoicing where all customers have a different base rate.
I'm assuming that during the service week I can input additional service fees for each customer that will be billed for each customer as well.
And then I will need to learn how to setup emailing of these invoices each month.
Solved! Go to Solution.
Hi there, @aquaclear.
Allow me to help share a method to set up a monthly service invoicing where all customers have a different base rate.
You can set up QuickBooks to memorize a recurring transaction to get reminders, or have it automatically enter the transaction instead to save time.
Here's how:
Then, memorize the transactions and add them to the group:
I've also attached an article for additional reference, as well as some screenshots for the steps: Create, edit, or delete memorized transactions.
Feel free to leave a comment below if you have any other questions about the process or while working with QuickBooks. I'll be happy to help you further. Have a great day ahead.
How do you then add to each Memorized monthly transaction any additional charges for the month? I have a pool service and each customer has a base rate for keeping the pool clean and water balanced. But some months might include a filter clean, or repairs.
I would like come home at the end of the day or week and add any additional charges to the Memorized monthly base rate.
I'll walk you through on how to include additional charges to your memorized transaction, aquaclear.
You can open your memorized transaction and add the charges you'll want to include for the specific month. Please take note not to click the Memorize button again so the additional charges will only be added for the specific month.
Here's how:
I've also provided the screenshots below:
Keep posting here in the Community if you need anything else. I'd be around to help.
Hi there, @aquaclear.
Allow me to help share a method to set up a monthly service invoicing where all customers have a different base rate.
You can set up QuickBooks to memorize a recurring transaction to get reminders, or have it automatically enter the transaction instead to save time.
Here's how:
Then, memorize the transactions and add them to the group:
I've also attached an article for additional reference, as well as some screenshots for the steps: Create, edit, or delete memorized transactions.
Feel free to leave a comment below if you have any other questions about the process or while working with QuickBooks. I'll be happy to help you further. Have a great day ahead.
How do you then add to each Memorized monthly transaction any additional charges for the month? I have a pool service and each customer has a base rate for keeping the pool clean and water balanced. But some months might include a filter clean, or repairs.
I would like come home at the end of the day or week and add any additional charges to the Memorized monthly base rate.
I'll walk you through on how to include additional charges to your memorized transaction, aquaclear.
You can open your memorized transaction and add the charges you'll want to include for the specific month. Please take note not to click the Memorize button again so the additional charges will only be added for the specific month.
Here's how:
I've also provided the screenshots below:
Keep posting here in the Community if you need anything else. I'd be around to help.
Thank you very much. The Know-it-all's here in the Q&A community like yourself are very helpful ;-)