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Mark-up amount showing on invoices

Forum|Forum|7 years ago
October 8, 2018
48 replies
138 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?

QuickBooks Desktop

Best answer by vpcontroller

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.

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vpcontrollerAnswer

Level 7

@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.

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M

MNGK

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

M

mv32

Level 8

@JoesemM - 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?

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:

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

For the latest Help update, follow these steps:

Go to Help.
Type 'Talk to a human', and then type your query (e.g. 'Markup billable expense').
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:

Go to the Gear icon and then select Account and Settings.
Select Expenses.
Click the Pencil icon on the Bills and expenses section.
Uncheck the Markup with a default rate of box.
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!

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Nikki M

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.

G

GenmarieM

QuickBooks Team

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:

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

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

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

N

Nikki M

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.

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