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thiago-leite
Level 2

How do I create a Free of Charge Invoice to a Customer. Lets say I wish to send some goods under warranty. Another example, if I want to send a donation to some client

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

How do I create a Free of Charge Invoice to a Customer. Lets say I wish to send some goods under warranty. Another example, if I want to send a donation to some client

It’s great to see you in the Community, thiago-leite.


Creating a free of charge invoice or sent donation to your customers has never been easier. The process is the same as entering a regular one.


Here’s how:

 

  1. Tap the New menu in the upper left to choose Invoice under Customers.
  2. Then, type in the client’s name in the Customer field box.
  3. Fill in the field boxes.
  4. Make sure to enter the correct goods in the Product/Service column and enter zero in the Amount column.
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  5. Click Save to keep the transaction.

The transaction’s status will automatically show as Paid on the Transaction List page.

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For additional information about tracking products, services, or cash donations, check out this article: How to record donations or charitable contributions.


Let me also share this link for future reference. It contains a breakdown of articles on how to manage customers’ transactions: Sales and customers.


Stay in touch if you need help while working in QBO. I’ll be right here to assist further. Have a great rest of the day.

Artisan3092
Level 2

How do I create a Free of Charge Invoice to a Customer. Lets say I wish to send some goods under warranty. Another example, if I want to send a donation to some client

This doesn't seem to record the amount of the donation.  If I donate a product or service and record it this way, how do I place a value on the donation?  It seems to me that I would create the invoice in the normal way and then do some kind of Journal Entry with "Charitable Donations" and "Accounts Receivable", but I'm not sure I'm on the right track.  Please explain how to record the value of your donation to a client.

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