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By using class tracking you are separating the income by categories. Instead, you might think about using various service items in addition to or instead of class. When you receive full payment on all open invoices it will apply in full to all and whether class or service item they will all be paid in full. You cannot specify a partial payment to a specific portion of an invoice. Payments are applied to all invoice items proportionally.
Hi there, @referrals.
At this time, there's not a way to manually separate the payment into classes on the Invoice. If you have Class Tracking turned on in QuickBooks Online, then the program will automatically separate the income. I'm going to submit feedback to our Engineering Team about bringing in this feature into QuickBooks Online. You can visit our QuickBooks Blog to see what's new to our products and future updates!
If you have additional questions or concerns, please leave me a Reply below. I'd be happy to further assist you.
Thank you for your response. I was thinking this would be the answer. I have left a feedback and appreciate you doing that too. Is there any other way to do this?
Thanks.
Hi there again, referrals.
My colleagues are correct, the class feature categorizes your sale. We automatically assign the payments to the class you assign to each invoice or line item.
If we used the option to track classes in an entire transaction, it will automatically apply to the services you entered in your invoice. One to each row in a transaction on the other hand, will flow on each items you recorded.
We can pull up a report to track the sales per class. Also, there can be an Unclassified column if we didn’t assign a class to the transaction. We can us the Sales by Customer Detail report as an example.
Here’s how:
You can use other reports under your Sales and Customers section of the Reports page.
Always know the Community is around to help you.
I am having a similar issue as user: referrals with regards to needing to be able to assign classes to payments as well as applying payments to specific lines of an invoice (I've also submitted Feedback to the Intuit team).
My question for this thread is on the Sales by Customer report... I've followed the instructions outlined here, but when grouping by Class, the "Not Specified" class does not appear in the Sales by Customer Detail report (no filters, Cash method). When I run the Sales by Class reports (no filters, All rows, cash method), and select All Rows, the "Not Specified" class shows up, but there is no balance for any of the time periods-- I would expect to see the Unapplied Cash Payment Income amounts? Where are the Unapplied Cash Payment Income amounts reported on a Sales by Class report (cash method, All rows, no filters)?
Good evening, @kcpm9.
I've noticed that you posted the same question on a thread. My colleague has answered for you, and you can see that here: https://intuit.me/2VAfqyP
If you have any more questions or concerns, please don't hesitate to comment below. I'm always here to help. Take care!
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