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Level 1

Statement transaction vs Invoice

I got a little crazy with my clicking an added billable time to a statement and is now considered a statement charge.  Unfortunately I wanted to invoice the customer for the billable time that I added to the statement.  How would I remove the transaction from the statement so that I can have it invoiced instead?

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Best answer 06-10-2019

Accepted Solutions
QuickBooks Team

Re: Statement transaction vs Invoice

Yes, you'll have to enter the time manually before creating an invoice, KM65.

 

Here's how to enter the time:

  1. Click Customers.
  2. Go to Enter Time.
  3. Choose either Use Weekly Timesheet or Time / Enter Single Activity.

Once done, here's how to create an invoice from it:

  1. Click Customers.
  2. Choose Create Invoices.
  3. Choose the customer name.
  4. In the Billable Time/Costs window, choose Select the outstanding billable time and costs to add to this window?, then click OK
  5. In the Choose Billable Time and Costs window, choose the billable time, then click OK.
  6. Click Save & Close

I've got screenshots to guide you.

 

 

 

 

 

 

We're just right here, so feel free to reply if you have more questions. 

View solution in original post

3 Comments
Moderator

Re: Statement transaction vs Invoice

Hello there, KM65.

 

Don't be worried about what happened. I'll guide you on how to delete the time in the statement charge. Please follow these steps: 

  1. Click on the Customers menu.
  2. Choose Enter Statement Charges.
  3. Right-click on the statement charge and select Delete Stmt charge.
  4. Click OK.

 

 

Please note that deleting the statement charge will also delete the time entries. Go back to the Enter Time window, and enter the hours again. Then, create the invoice for it. 

 

We will make sure that everything you've asked will get answered. Just post your questions here. 

Level 1

Re: Statement transaction vs Invoice

One slight wrinkle, I have integrated TSheets.  I enter all my time using the mobile app and then sync with TSheets.  Will I need to enter my time manually now?

QuickBooks Team

Re: Statement transaction vs Invoice

Yes, you'll have to enter the time manually before creating an invoice, KM65.

 

Here's how to enter the time:

  1. Click Customers.
  2. Go to Enter Time.
  3. Choose either Use Weekly Timesheet or Time / Enter Single Activity.

Once done, here's how to create an invoice from it:

  1. Click Customers.
  2. Choose Create Invoices.
  3. Choose the customer name.
  4. In the Billable Time/Costs window, choose Select the outstanding billable time and costs to add to this window?, then click OK
  5. In the Choose Billable Time and Costs window, choose the billable time, then click OK.
  6. Click Save & Close

I've got screenshots to guide you.

 

 

 

 

 

 

We're just right here, so feel free to reply if you have more questions. 

View solution in original post

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