I run the office for a small restoration company and have many smallish jobs. We use the projects feature for all our jobs to access profitability easily. I am looking for suggestions on a work around for invoicing and progress invoicing. We use QBO online, and we most often bill our jobs at the end in full. However, we do occasionally receive several payments for the same job. I haven't used progress invoicing before. I wouldn't necessarily do full progress invoicing because we don't connect to estimates currently. We run reports generally on cash basis. My question is two-fold. First, right now I generally just create a new invoice whenever we get multiple checks on a job. On my final invoice, I have to add negative line items to show the payments made. If I start progress invoicing, would I update my invoice date every time I add a new entry? If I do, will that mess up anything with my P&L reports? I don't want my P&L to show invoicing in the wrong month and so show unapplied services as a negative. Suggestions appreciated!
Second, and this is a little complicated, so hopefully I can explain it well enough. We must get our technician's time onto the job for accurate profitability, and we use T-Sheets synced with QB. To do this, I have to have my guys mark all their time billable. When I invoice, I then have to connect all those time transactions to the invoice. If I don't, when I try to close the project, it won't let me due to un-billed time on the job. However, when I send out invoices I do NOT want to show time costs to my customers. They see only a one or two line invoice. This gets tricky and tedious. To do this, I have set up my invoice to not show the amount or the date and then I have to go through and delete all the descriptions of the time transactions. Which means, in the description for the charge I want my customers to actually see, I have to add the charge manually. So I have to fiddle around with the spacing on each line to get the charge to be at the end of the row. Does anyone have a work around for this that might save me time?
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