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janwal12
Level 1

Is there a way to add a fee that populates automatically when a customer invoice is generated, such as an environmental fee?

 
1 Comment 1
JoesemM
Moderator

Is there a way to add a fee that populates automatically when a customer invoice is generated, such as an environmental fee?

Hello there, @janwal12.

 

Adding a fee that will automatically populate to your customer's invoice is currently unavailable. 

 

However, we can create a memorized transaction to manage repeating transactions to save time in QuickBooks.

 

Here's how:

  1. From the Edit menu, select Memorize [Transaction Name]
  2. Enter a Name. Then, select how you want QuickBooks to handle it.
  3. Enter the necessary info, then select OK.
  4. Click Save & Close or Save & Next.

Here's an article you can read to learn more about memorized transactions: Create, Edit, or Delete Memorized Transactions.

 

You'll want to generate a report click this link it covers information about reports in QuickBooks Desktop.

 

Feel free to reach back out if you have any other questions. I'm here to help. Take care.

 

 

 

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