Quick Books - Invoice Screen

Discussion in 'Business Operations' started by kfish, Jan 13, 2006.

  1. kfish

    kfish LawnSite Member
    Posts: 55

    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.?
     
  2. mtdman

    mtdman LawnSite Gold Member
    Posts: 3,137

    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.
     
  3. tiedeman

    tiedeman LawnSite Fanatic
    from earth
    Posts: 8,745

    well, you could just pull up a report on the customer history
     
  4. lqmustang

    lqmustang LawnSite Senior Member
    Posts: 620

    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.
     
  5. tiedeman

    tiedeman LawnSite Fanatic
    from earth
    Posts: 8,745

    that is true...I have done that before as well.
     
  6. Littleriver1

    Littleriver1 LawnSite Senior Member
    Posts: 811

    With the invoice window open click Find. Select Customer and date ranges to open an invoice list. Highlight an invoice and click Go To.
     
  7. kfish

    kfish LawnSite Member
    Posts: 55

    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 -
     
  8. tiedeman

    tiedeman LawnSite Fanatic
    from earth
    Posts: 8,745

    not a problem at all
     

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