Delayed Charge and Quantity on Hand

CM99 · ‎June 17, 2020

I have inventory items of which one or more may be sold to a customer throughout the month. The customer is then given a single invoice at the end of the month. The Delayed Charge seems to be the best way to handle this from an invoicing perspective. When an item is given to a customer a Delayed Charge entry is added that will then conveniently show up in the Add to Invoice panel when the invoice is created later.

The problem is that the Quantity on Hand for the item doesn't change until the invoice is created. If I have 10 items on hand at the first of the month and give 5 to a customer throughout the month (creating a Delayed Charge each time), the Quantity on Hand remains at 10 the whole time. In reality I only have 5 and therefore have a situation where I could potentially sell more than I actually have.

Is there any way to get the Quantity on Hand to take into account Delayed Charges?

Candice C · ‎June 17, 2020

Good Afternoon, @CM99.

It's great to see you back in the Community. I can see how a feature like this would be beneficial for your business, but the way QuickBooks is designed, the quantity on hand will only change when an invoice is created. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases for QuickBooks.

You can always catch up on what's new in the product by checking out or QuickBooks Blog. Here's an extra guide about inventory they may be able to help you in the future: Adjust inventory quantity on hand in QuickBooks Online.

If you have any other questions, please don't hesitate to ask. I'm always here to lend a helping hand.

CM99 · ‎June 18, 2020

Thanks for the response.

Is there an easy way to view all Delayed Charges that have been created but not yet assigned to an invoice?

Kendra H · ‎June 18, 2020

Hello there, @CM99.

Thanks for following up on this thread. I'd be happy to help you view the delayed charges that aren't yet assigned to an invoice. It's just a few sim[plpe steps and you'll have it in no time.

The Sales page allows you to view the status of sales transactions, open invoices, and more. You can filter the transactions on the Sales page to show all delayed charges.

You can view details about individual transactions in the list, which can display:

Invoices
Delayed charges
Estimates
Billable time activities

To view all delayed charges, here's how:

Click on the Sales tab in the left menu, then choose All Sales.
Select the Filter drop-down.
Pick the Type drop-down.
Go to Unbilled Income, then Apply.

You can refer to this article about viewing sales transactions for more information: View sales transactions.

If you have any more questions, please don't hesitate to comment below. Have a good one.

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