View Full Version : Quick Books - Invoice Screen
01-13-2006, 02:54 PM
When you are in the Invoice Screen is there any way to see what pricing you have previously charge the customer for different services like: mowing, prunning, gutter cleaning, etc.?
01-13-2006, 02:57 PM
I dunno, but if you use statement charges vs invoices, each customer has a running register of all charges and payments, just like a check book.
01-13-2006, 05:13 PM
well, you could just pull up a report on the customer history
01-13-2006, 05:16 PM
You could pull up a previous invoice for that customer, or you could create items specific to that customer, such as Smith - mowing or Smith - pruning.
01-13-2006, 05:34 PM
that is true...I have done that before as well.
01-13-2006, 05:57 PM
With the invoice window open click Find. Select Customer and date ranges to open an invoice list. Highlight an invoice and click Go To.
01-13-2006, 06:31 PM
Tiedeman, I think that's about the closest that I was looking for. I went to Reports, Sales, Sales By Customer Detail, then scroll to the customer you want. Think that's the simplest I've seen so far. Thanks -
01-13-2006, 07:16 PM
not a problem at all
vBulletin® v3.8.6, Copyright ©2000-2014, Jelsoft Enterprises Ltd.