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Peter Lacey
Level 1

Adding materials to an invoice

Hi, 

    I'm trying to create an invoice for a client, I wish to add materials which I have purchased and asigned as (business- cost of good for resale) when organising transactions. How do I add this cost of materials directly to my invoice so the client can pay it? and keep the incoming materials settlement seperate from my income if on the same invoice. 

3 REPLIES 3
GeorgiaC
QuickBooks Team

Adding materials to an invoice

Hi Peter, 

 

Welcome to the community! With the self-employed product, there is no way to assign a category on the invoice as this a non-posting transaction. You can add a new line to the invoice by clicking 'add work' and enter details of the materials in the description. When the payment comes into the bank this is when you can assign a category. You can see more about the categories QBSE uses on the link below:

 

here

 

meeko
Level 1

Adding materials to an invoice

Where is the add work section I need to add a description of works to my invoice

John C
QuickBooks Team

Adding materials to an invoice


Hi meeko

 

You will have to enter any description of your work within the description box.

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