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October 8, 2018
Solved

Mark-up amount showing on invoices

  • October 8, 2018
  • 2 replies
  • 37 views

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

Best answer by vpcontroller

@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.

.

2 replies

vpcontroller
Level 7
October 8, 2018

@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.

.

October 26, 2018

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.

December 31, 2018

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.


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. 

January 25, 2024

Hi there....We use Quickbooks Online and when we invoice we would like to show the Markup as it is all inter company invoicing.  How do we show the markup as a separate line on the invoice.  Right now it shows the markup but when we send the invoice to the client it puts everything on one line.

QuickBooks Team
January 25, 2024

Welcome to the Community space, @Nikki M.

 

I am here to share some insights on how to show the markup on your invoice when sending it to your customers in QuickBooks Online (QBO).

 

First, you'll need to create a billable expense, here's how:

 

  1. Click the +New icon. 
  2. Choose Expense.
  3. Add the Payee's name.
  4. Select a category and enter the amount.
  5. Check the Billable box and add the customer's name.
  6. Enter the needed details.
  7. Click Save and close.

 

Once done, recreate the invoice and add the billable expense.

 

  1. Click the +New icon, then select Invoice.
  2. Choose the customer's name from your billable expense.
  3. Click the little arrow in the upper-right-hand corner.
  4. Select Add on the billable expenses.
  5. Click Save.

 

Moreover, I'm adding this helpful article as your reference in managing your expenses in recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Please don't hesitate to return to this post if you have other concerns in managing your invoices and expenses in QBO. I'll be here to lend a hand. Have a good one!


 

January 25, 2024

We are doing this now.  However, we add a markup.  When the invoice is created and sent to the client it groups the markup amount in with the original category.  We want the markup to show up as a separate line on the invoice.  So lets say we have supplies and a markup, we want the invoice to show 2 lines, one for the supplies amount and one for the markup.  That way when we get the invoice in the other company we can separate the markup from the supplies amount.