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Level 1

Mark-up amount showing on invoices

My mark-up amounts are showing on my invoices to customers and of course I don't want that. How do I change that?

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Best answer October 08, 2018

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Highlighted
Level 10

Mark-up amount showing on invoices

@jesspro

 

To hide MarkUp on Invoice, you will need to select box "Print selected time and costs as invoice item" at the bottom. See attached screenshot below for reference.

 

Also, copy "25lb. of ... T-shirt" description and paste it to the "Total Reimbursable Expenses" description line. That way you will see the Product name description on the Invoice.

.

hide_markup_on_invoice.PNG

View solution in original post

27 Comments 27
Highlighted
Level 10

Mark-up amount showing on invoices

@jesspro

 

To hide MarkUp on Invoice, you will need to select box "Print selected time and costs as invoice item" at the bottom. See attached screenshot below for reference.

 

Also, copy "25lb. of ... T-shirt" description and paste it to the "Total Reimbursable Expenses" description line. That way you will see the Product name description on the Invoice.

.

hide_markup_on_invoice.PNG

View solution in original post

Highlighted
Level 1

Mark-up amount showing on invoices

I want to markup an item by 20% and do not see the markup box when I try to invoice the customer.  Is there a way to add that similar feature to what you see under expenses when you mark up an expense.

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

Hello there, SandyB12.

 

Glad you joined us here in the Community space. I’m here to share some information about mark up in QuickBooks Desktop.

 

The markup box will only show on your invoices if the item or product you’re using has a markup on it. To add a markup on an item, follow the steps below:
1.    Go to List on the top menu bar.
2.    Select the Item List.
3.    Double-click on the item you want to markup.
4.    Click Edit Markup tab on the right pane.
5.    On the Type of Markup, select Use default (“Percent over Cost”).
6.    Under the Markup Percent, enter 20%.
7.    Click OK to save and close.
8.    Click OK again to exit from the screen.

 

To mark up items on an invoice by expense type, perform the following:
1.    Click on the Customer menu and select Create Invoices.
2.    Select Customer: Job from the drop-down menu.
3.    Click on Add Time/Costs on the upper portion of the screen.
4.    On the Choose Billable Time and Costs window, navigate to the Expense tab and choose the item expense that you want to mark up.
5.    In the Markup Amount or % field, choose how much you want to mark up the item.
6.    Indicate the revenue account you want to use to track the income in the Markup Account field.
7.    Click OK.

 

You can also manually change the price if you don’t want to markup all the expense items on an invoice. To do this, leave the Markup Amount field blank and change the number of items in the Amount column. However, if you do this, QuickBooks will recognize the markup as an additional expense rather than a business profit.

 

By following the steps above, you should be able to use markup on your invoices in QuickBooks Desktop.

 

Please let me know if you need anything else. I’ll be around to help. Wishing you and your business success!

Highlighted
Level 1

Mark-up amount showing on invoices

Hello. I tried to follow the instructions listed, but am unable to see the tab "Edit Markup" on the right pane. Is there something I need to do to make this option appear? Thank you.

Highlighted
Moderator

Mark-up amount showing on invoices

Hello DBH,

 

The Edit Markup link that my colleague is referring to can only be seen if you have the QuickBooks Desktop Enterprise. Other QuickBooks Desktop versions don't have this feature. You can only set up a default markup percentage in the Edit>Preferences (Time & Expenses) setting. 

 

@vpcontroller has provided you the accurate answer how to hide the markup percentage when printing invoices. However, you can't edit the markup percentage when creating an invoice.

 

If you have any questions, please let us know. We're here to help. 

Highlighted
Level 10

Mark-up amount showing on invoices

Thanks for clarifying,  @GarlynGay !

This was related to the following answering below by  @KhimG :

 

"The markup box will only show on your invoices if the item or product you’re using has a markup on it. To add a markup on an item, follow the steps below:
1. Go to List on the top menu bar.
2. Select the Item List.
3. Double-click on the item you want to markup.
4. Click Edit Markup tab on the right pane.
5. On the Type of Markup, select Use default (“Percent over Cost”).
6. Under the Markup Percent, enter 20%.
7. Click OK to save and close.
8. Click OK again to exit from the screen. "

 

If this was copy/paste answer, I'd suggest also providing the URL link to that QuickBooks Help article. That helps, I think!

Highlighted
Level 1

Mark-up amount showing on invoices

Thank you GarlynGay.

 

So here's what I'm looking to do. I have a client who uses the Premier Contractor desktop version. I'd like to create an invoice for time and materials, with the option of marking up each Item (used for job costing), rather than a mark-up on the subtotal of all items. Is there a way to do this? 

 

Thanks for the help!

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

Thank you for getting back into this thread, @DBH.

 

I can share some more insights about creating an invoice for time and materials while using Premier Contractor desktop version.

 

As mentioned by my colleague, lower versions of QuickBooks don't have the option to add a markup each item. QuickBooks Premier only has a default markup percentage. 

 

I like your idea, and I personally sent it to our engineers. They consider updates according to all our customer's business need. I advise you to do the same for this request to have more votes.

 

Here's how to send feedback:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Select Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

Let me know if you have additional questions about this or anything concerning QuickBooks. I'm always around to help. Have a good one.

Highlighted
Moderator

Mark-up amount showing on invoices

Hi DBH,

 

Thanks for the clarification.

 

Since the Edit Markup function isn't available for QuickBooks Desktop Premier, you can try to create different items, and name them Markup for Time Spend in Working for this and that. You'll then add them when creating an invoice. Please note that these items can't be hide from the customers. 

Let us know if you need anything else. 

 

Highlighted
Level 1

Mark-up amount showing on invoices

I just tried that and it isn't working....any suggestions? 

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

It's nice to see you here in the Community, @brooke5.

 

There are two scenarios you can consider in adding a mark up on your invoices. Let me provide them to you and help you from there.

 

Just to clarify, which version of QuickBooks Desktop are you using? If you're using QuickBooks Enterprise, you can refer to the steps provided by my colleague @KhimG.

 

But if you're using another version of QuickBooks, you can create a new item for the markup and add it to your invoices. Note that you'll need to manually calculate for the markup price and edit it on the invoice.

 

To create a new item, you can follow the steps below:

  1. Click on List from the menu bar.
  2. Choose Item List.
  3. From the Item drop-down, click on New.
  4. Choose the Type.
  5. Enter the Item Name, then choose the Account.
  6. Click on OK.

Once done, you can now add the mark up to your invoice.

 

 

Please know that you can always get back to me if you have other questions. I'd be happy to help.

Highlighted
Level 1

Mark-up amount showing on invoices

I'm on Quickbooks Online Plus - 

 

I'm attempting to invoice a billable expense. Have enabled the mark up and left it blank in the settings area so i can by line item calc it out on the bill. Have done that successfully.

 

My invoice shows the new line item of the mark up just fine, but it prints on the invoice. I have already made sure that the invoice form i'm using does not have the "show markup on billable expenses" check box marked....yet it is still showing up on my invoice.

 

In a youtube video i noticed there was some grey italic text stating on the invoice document that this line won't show to customers....that does not appear on my invoices when using the proper form.

 

Ideas?

Highlighted
Anonymous
Not applicable

Mark-up amount showing on invoices

Thank you for bringing this to my attention, @jq026222.

 

Let me figure out and help hid the markup percentage on your invoice.

 

It's possible that the Standard (Master) form type has this option in the default settings. If you've customized a different form template, you'll need to Edit your Standard form as well and uncheck the Show markup on billable expenses. The settings on the master form type also affect the other templates.  

 

 

 

 

However, if this is not the case, let's attempt using a private browser to check if this is a browser-related issue. Please follow the keyboard shortcuts below:

 

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.

You'll need to go back to your regular browser if it works fine.  Then, clear the cache to remove temporary internet files. However, if the issue persists, I'd suggest reaching out to our Online Specialist to isolate the issue further. 

 

Keep me posted on how it goes. I'm here to ensure you get all the help you need. Have a good one.

Highlighted
Level 1

Mark-up amount showing on invoices

Tried this. Still shows up on my invoice. Anything else I could be missing in settings?

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

I can see that the steps provided above are correct, MNGK.

 

Imagining myself as a business owner. We don't want to give our customers an idea of how much we charge on the items we sell to them. Let's check out to see why you still see your markups even if you've already disabled the option to show it up. 

 

When you add a billable expense to an invoice, the markup will show up as another line item on your view. However, it will not show up on the actual invoice that is visible to your customer. Are you still on the Invoice transaction page, or you’re now looking at the previewed or printed invoice?

 

One possible reason is you could be using a different invoice template. Please be sure to select the one which you’ve disabled the option to show markup on invoices. Click Customize on the Invoice page and select the correct template, as shown in the screenshot.

 

select template.PNG

 

If you have other observations on your invoice or other transactions, so we can guide you to check what happened.

Highlighted
Level 1

Mark-up amount showing on invoices

UPDATE

As it turns out, the "print as one item" did work, after all. What I did not realize is that when you are working in the invoice, you will see the mark-up, but if you go to Preview (under the Formatting tab), you'll see that it doesn't break it down on the version that is getting printed or e-mailed. So, I had it and didn't know it until I looked at it in Preview.
Thanks for the prompt response here.

Highlighted
Level 3

Mark-up amount showing on invoices

QuickBooks Desktop Premier Edition 2018

I do see where the markup line is hidden when you select "Print selected item and costs as one invoice item", but the invoice editing view is too confusing and creates more work when you have to copy the descriptions down. I wish the Invoice view would create a column showing which expenses were marked up with only *1 line per expense* while keeping the descriptions instead of *multiple "Reimb Group/Reimb Subt/Markup" lines* and having to copy down each description.

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

Thank you for sharing your thoughts, @BNC.

 

When you select to print selected time and costs as one invoice item checkbox, it shows only the total of the costs with the description Total reimbursable expenses. The feature to copy the description isn't yet available. I'll be sure to take note of your feedback and send to our Product Development team. 

 

Check this article for more information: Tracking job costs in QuickBooks Desktop.

 

I'm always here if you need further help. Have a wonderful day!

 

Highlighted
Level 1

Mark-up amount showing on invoices

I am having an issue in QuickBooks Online where some billable items appear on the invoice and the MarkUp is clearly visible to the customer while other billable items say "your customer won't see this" under the line item. When I print or preview, one is there, the other is not. I would like ALL markups hidden from the customer's view...

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

Hi there, @sarah_Olathe.

 

Let's check the Invoice template that you're using and uncheck the Show markup on billable expenses. This way, the markup will not show when you print an invoice.

You can do it by going to the Custom Form Styles.

 

Here's how:

 

  1. Go to the Gear icon in the upper right corner.
  2. Select Custom Form Styles under Your Company.
  3. Click the Edit button of the template your using.
  4. Select Content and tap the pencil icon.
  5. Click Show more activity options.
  6. Uncheck the box beside Show markup on billable expenses.

Once done, try to create an invoice and click the print review button.

 

jj.PNG

jj.PNG 2.PNG

I've added these articles for additional reference. It provides steps on how to manage your templates in QuickBooks:

 

 

Keep me posted if you have other concerns or questions about QuickBooks. I'm always here to help. Have a good one. 

Highlighted
Level 1

Mark-up amount showing on invoices

@Joesem M -  we only have 2 invoice templates and the "Show markup on billable expenses" is already unchecked on both. We've never had it checked, so not sure why all of sudden for some expenses it shows the markup and for others it doesn't on the same invoice. What scenario allows one expense to show the markup and another to not on the same invoice?

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

Thanks for your prompt response, @sarah_Olathe.

 

Let me chime in the conversation with my colleague.

 

Since you have already applied the steps and unchecked the Show markup on billable expense box on the customize sales form, I'd recommend reaching our Care Support team. Unlike here in the Community, they have tools to pull up your account and help you investigate and find fix for the issue.

 

Here's how to contact them:

  1. Go to Help and then click Contact us.
  2. Type your query (e.g. 'Markup billable expense') and then select Let's talk.
  3. Choose a way to get support(Start a chat or Get a callback).

 

For the latest Help update, follow these steps:

  1. Go to Help.
  2. Type 'Talk to a human', and then type your query (e.g. 'Markup billable expense').
  3. Click I still need a human and then select Contact us.

 

Otherwise, you can uncheck the Markup with a default rate of box under Bills and expenses settings so that you can manually edit the price and add it with the markup amount and send customer invoices. This way, the markup price won't be sent to your customers.

 

Here's how:

  1. Go to the Gear icon and then select Account and Settings.
  2. Select Expenses.
  3. Click the Pencil icon on the Bills and expenses section.
  4. Uncheck the Markup with a default rate of box.
  5. Click Save.

I'll be adding this video article as your reference in reviewing your billable expenses settings and setting up billable expenses: Enter billable expenses.

 

Also, you can run the Unbilled Charges report to show your billable expense charges you haven't invoiced yet. Just go to Reports from the left menu. Then, enter Uninvoiced Charges in the Search box to pull up the report. 

 

Please let us know how it goes after reaching our support there and if you have more questions. The Community is always here to help. More power to your business!

Highlighted
Level 1

Mark-up amount showing on invoices

Hello,

 

Did you get an answer for this question. I am trying to do the same but not been successful. Please help.

Highlighted
QuickBooks Team

Mark-up amount showing on invoices

I appreciate your time in reaching out to us here, Garryajones1.

 

I'd like to help you out. But, I need more details on the situation. What version of QuickBooks are you using? Do you want to hide the Mark-up items when you create an invoice for the billable expenses? 

 

I'm looking forward of any additional details you can provide. Thanks in advance. 

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