Question

Item Report

Forum|Forum|7 years ago
January 27, 2019
1 reply
1 view

How do I create a report to show the line date and the item description entered in invoices. NOT the invoice date. Let me explain. I create invoices with the last date of the month as the invoice date. Throughout the month, I add line items with the date it was ordered. At the end of the month I email invoices. How do I create a report showing the dates of each line and the associated item?

QuickBooks Desktop

A

Anonymous

Unfortunately the date field used to enter a date on each row of the invoice isn't available in QB reports. Not sure why.

If I needed this, I'd create an item custom field and add it to the invoice table using a custom invoice template. It is possible to add custom fields to transaction detail reports.

qbteachmt

Level 11

This would not be the way to manage Invoices: "Throughout the month, I add line items with the date it was ordered."

You don't Invoice until you are Ready. To "enter what was ordered" that is Estimates or Sales Orders. Or, you simply Job Tracked the Purchase details. Example:

Let's pretend I sell furniture and you are setting up an Office. You order a table from me, so I create a Sales Order for the table and the expected delivery date is two months out. The next week, we make a SO for your decision of 6 chairs. The next week, you decide you also need a Coffee Bar.

Then, the next month, I Fulfill one or more of the SO and that is when I create the Invoice. You don't create it until you are ready to show this is the Sale. The prior steps are Order Management.

And now you have the Date reporting from the Customer Sales Order = the tool you would be using for that function that it is provided to do for you.

You need to be using Premier, not Pro, since it only has Estimates (which would report for you, and is not part of the Fulfillment function). And Install Premier as either Retail, or Wholesale/Manufacturing. And now you also have customer Backorder tracking, for if only 4 of the 6 chairs are in the first invoice, and the other 2 have a 2-week delay, in this example.

You can see the Fulfillment Worksheet in my attachment.

A

alexSGAuthor

I appreciate your reply. I want to clarify the nature of my business. I am service company that provides a variety of services to the same customer/s multiple times a month. I want the customer to see which day and what service was done. I don't want to create an invoice for each day of the month I did a service. That is overwhelming for the customer to receive multiple invoices in one month. Based on this information, what is your advice about how to enter these services, having in mind, thatI want to be able to see a report of how many times in a single day, I did a particular service to my customers.

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