Register free!
Search
 
     

The Green Industry's Resource Center


Click for Weather
Reply
 
Thread Tools Display Modes
  #1  
Old 03-06-2005, 11:35 AM
Coumbe's Avatar
Coumbe Coumbe is offline
LawnSite Senior Member
 
Join Date: Jul 2002
Location: Texas, Conroe
Posts: 269
QuickBooks Help Please!!!

When a customer partially pays for services on an invoice and then I need to bill them for the next months service, how do I create an invoice for the new services and the services not paid for on the previous invoice. EX: invoice #1 he owes $500. He pays $300 and has an outstanding balance of $200. For invoice # 2 he owes a new amount of $500 and an outstanding amount of $200. How do I get that old $200 onto the new invoice of $500 to show him he owes a total of $700. HELP!

Thanks
__________________
Precision Residential Services
Reply With Quote
  #2  
Old 03-06-2005, 12:10 PM
Mueller Landscape Inc's Avatar
Mueller Landscape Inc Mueller Landscape Inc is offline
LawnSite Senior Member
 
Join Date: Dec 2000
Location: Southern California
Posts: 489
This can be done by using statements and not invoices. Use the statements for on going billing.
__________________
John

Mueller Landscape Inc.
jmlandscp@cox.net
Reply With Quote
  #3  
Old 03-06-2005, 12:26 PM
tiedeman's Avatar
tiedeman tiedeman is offline
LawnSite Fanatic
 
Join Date: Jan 2003
Location: earth
Posts: 8,753
yup, if you want to use statements. I always use invoices, but I am starting to consider statements instead.

But you can also just assign it in the payment received area to the next invoice
__________________
I use Gopher Billing & Scheduling Software
Download your FREE fully functional 30-day trial here.
Reply With Quote
  #4  
Old 03-06-2005, 04:19 PM
mtdman's Avatar
mtdman mtdman is offline
LawnSite Gold Member
 
Join Date: Jul 2002
Location: A2, Michigan
Posts: 3,124
I don't use invoices, I use statements.
Reply With Quote
  #5  
Old 03-06-2005, 07:30 PM
Branchland's Avatar
Branchland Branchland is offline
LawnSite Senior Member
 
Join Date: Oct 2003
Location: Winston-Salem, NC
Posts: 599
I use invoices. What's the differance with statements? Pros vs Cons? I just know that once the invoices are marked as paid it wants me to deposit it. And sometimes they're not deposited so it keep telling me I need to deposit.
Reply With Quote
  #6  
Old 03-06-2005, 09:45 PM
tiedeman's Avatar
tiedeman tiedeman is offline
LawnSite Fanatic
 
Join Date: Jan 2003
Location: earth
Posts: 8,753
pull up a template of a statement in Quickbooks in print preview and you can see the difference. It basically shows any outstanding balances the last 90+ days, payments that were received, and current balance
__________________
I use Gopher Billing & Scheduling Software
Download your FREE fully functional 30-day trial here.
Reply With Quote
  #7  
Old 03-06-2005, 10:31 PM
turfsurfer turfsurfer is offline
LawnSite Senior Member
 
Join Date: Oct 2000
Location: columbus,ohio
Posts: 365
I can't remember exactly but I think there was something pretty important I couldn't do with statements. I'm thinking you can't charge sales tax on QB statements.
Reply With Quote
  #8  
Old 03-07-2005, 07:55 AM
John from OH John from OH is offline
LawnSite Member
 
Join Date: Mar 2000
Location: Northern Ohio
Posts: 144
Typically invoices are used for one occurance, statements are a historical record of account activity. For example, a per mow customer would be invoiced each time the account was mowed and you would have 4 invoices for the month. When using invoices with statements, you must fill in the memo box in the lower left corner of the invoice, or the just the invoice number will appear on the statement with no description. The statement would show the previous months total as a balance forward, the 4 invoices for the current month, any payments made, the total amount due, and outstanding balances would be listed at the bottom as to over 30 days, 60 days, etc. .

For a flat rate customer, just an invoice could be sent. If the customer missed a payment, a statement would be sent. With statements, its much easier to add late fees.

Quickbooks also allows you to memorize an invoice. You can create an invoice for Mrs. Jones for mowing at $40 per time. You mow Mrs. Jones on Tuesday. Memorize the invoice, then create a memorized transaction group for all Tuesday mowings. Each Tuesday evening, you then can enter the Tuesday memorized transaction group with a couple of key strokes and the whole day is entered. If you skip someone on that route, either enter the rest of the accounts one by one within the memorized transaction group or simply run a sales report, double click the customer that was skipped until the invoice itself shows up, and then delete the invoice. Quickbooks makes it real easy and fast to enter repetitive invoices.
Reply With Quote
  #9  
Old 03-07-2005, 08:15 AM
Tvov Tvov is offline
LawnSite Bronze Member
 
Join Date: Mar 2001
Location: CT
Posts: 1,205
Quote:
Originally Posted by turfsurfer
I can't remember exactly but I think there was something pretty important I couldn't do with statements. I'm thinking you can't charge sales tax on QB statements.
Yes, statements are not supposed to show sales tax or work done, that is what invoices show.

As tiedeman said, statements show most recent amount owed, any past due amounts, any credits, and total due as of the date of the statement.

What I do for billing:
Once a month, I make out an invoice showing work that has been done (usually for the past 30 days, we make out "daily job sheets" that are in trucks and collected at the end of each workday), and the invoice includes sales tax. Then I print out a statement for the customer, showing the newest invoice (just the amount), past amount due, and the total due. I send the customer a copy of the latest invoice and the statement. Using window envelopes makes it unnecessary to do addressing. This does not take long once you get used to it.

For awhile I tried memorizing invoices every day, but I guess I am just used to doing it my way.

Try Quickbooksusers forum for more help.

(I forget the exact link)
Reply With Quote
  #10  
Old 03-07-2005, 08:16 AM
lqmustang lqmustang is offline
LawnSite Senior Member
 
Join Date: Jun 2004
Location: Canton, OH
Posts: 621
Quote:
Originally Posted by Branchland
I use invoices. What's the differance with statements? Pros vs Cons? I just know that once the invoices are marked as paid it wants me to deposit it. And sometimes they're not deposited so it keep telling me I need to deposit.
You can setup your payments to go into 'undeposited funds'. This keeps your customers payments off the checking register until you want to deposit your checks. When you finally make it to the bank you can then make the deposit in QB also.l
Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump





Powered by vBulletin® Version 3.8.6
Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.
Copyright ©1998 - 2012, LawnSite.comô - Moose River Media
All times are GMT -4. The time now is 07:52 PM.

Page generated in 0.10460 seconds with 7 queries