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novoengineers-gm
Level 1

A listed supplier is also a customer for one of the products. I am unable to create an invoice on quickbooks for them.

 
1 Comment 1
CharleneMaeF
QuickBooks Team

A listed supplier is also a customer for one of the products. I am unable to create an invoice on quickbooks for them.

Let me first welcome you here in the Community, userrudolphdevelopme. It's my pleasure to have you here.

 

I know a way to get this done in QuickBooks Online.

 

Creating an invoice for your supplier is achievable by adding a number or a letter to one of the names (either in customer or supplier's name). 

 

Once the names are differentiated, we can now create an invoice. Here's how:

 

  1. Go to the + New button.
  2. Select Invoice.
  3. From the Customer ▼ drop-down menu, choose the name of your supplier created as a customer.
  4. From the Terms ▼ drop-down menu, choose the term when you expect the payment from your customer.
  5. Ensure the Invoice date and the Due date are correct. 
  6. Under the Product/Service column, select the item or service that is being billed, then enter the other necessary details.
  7. Once done, click on Save and close.

 

Once your customer is ready to pay, you can record the payment by opening the invoice, selecting the Receive payment. You can also record the payment from the Customer or Sales Transactions pages.

 

Feel welcome to get back on this thread if you'll need assistance in dealing with sales and vendor transactions. We're always here to help you.