Hi there, Kimberlie Cline.
I'm here to share the best way to handle commission invoicing in QuickBooks Desktop.
You'll have to create a Commission item, then use it to your invoice. You can make a new template with the custom field to add the client name. Let me show you the steps:
- Go to the Lists.
- Click Payroll Item List.
- At the bottom left of the Payroll Item List, click the Payroll Item drop down button, and choose New.
- Select Custom Setup and click Next.
- In Payroll item type choose Wage. Click Next.
- From the Wages list, choose Commission then click Next.
- Enter the Item Name which prints on payroll checks and reports then, click Next.
- Enter an Expense Account, then click Next.
- If you want to set a rate, in the Default Rate window, enter an amount or percentage to calculate this commission. To enter a percentage, type a percent sign (%) after the number. You can change this figure whenever you use the commission item.
- Click Finish.
To learn more about how to set up a commission item in QuickBooks Desktop, you can check out this article: Set up commission payroll item and reports.
Now you can add the items purchased by your client to the description column of the invoice. Once done, you can add a custom field for your client's name for tracking purposes.
Here's another article for the steps on how to add custom fields: Use QuickBooks Desktop custom fields.
In case you need help from a live support, feel free to contact our QuickBooks Desktop Support. They'll be able to guide you through the whole process.
Here's how you can contact our phone support:
- You can reach them by following these steps:
- Go to https://help.quickbooks.intuit.com/en_US/contactus.
- Select QuickBooks Desktop.
- Choose your QuickBooks for Windows version.
- Click Search for something else and enter a topic.
- Click the Get Phone Number button to see the support number.
That should do it. Please let me know if there's anything else you need, I want to make sure you're taken care of. Have a great day.