Hello, @CM99.
A delayed charge is a non-posting type of transaction, it does not affect the quantity on hand of your inventory item. However, it allows you to keep track of items to be billed to clients in the future. You'd still have to create an invoice so the quantity of hand of the inventory item will decrease.
Currently, the ability to create a delayed charge which will decrease the quantity on hand of the inventory item is not available.
In the meantime, you can create an invoice every time your customer will order an inventory item. Then, create a statement that will summarize all the invoices they have for the month.
Here's how:
- Go to the Sales menu.
- Choose the Customers tab.
- Tick the box for the customer you wish to create a statement.
- From the Batch Action drop-down arrow, select Create Statement.
- Click Save.
By following the process above, you'd be able to track the real-time quantity on hand of your items. Also, each invoice will reflect the exact date they order or purchase the specific item.
On the other hand, you can check for a supported third-party inventory app that you can integrate with QuickBooks. Also, make sure that it will track the quantity on hand of your inventory item while creating a delayed charge.
Here's how:
- Click Apps on the left pane.
- Search for inventory apps.
Let me know if there's anything else you need. We're always around to give you a helping hand.
