If you have been tracking billable expenses or hours for a particular job, you can include those costs on a billing statement. To include the costs, you click the Time/Costs button in the customer's register.
or
Important: If the Customer:Job list shows more than one job for the customer, be sure to select the correct job. QuickBooks maintains a separate register for each job.
Click... | To do this |
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Dates from
table below |
Use the original date of each cost. If the dates occurred BEFORE the date of the last statement you sent to your customer, you may want to use the “This date” option instead. When you print a statement, QuickBooks normally includes only charges dated AFTER the date of the last statement to the customer. |
This date | Use the date shown in the This Date field. Normally QuickBooks shows today's date in the field, but you can change the date to a different date if you want. |
Click... | To bill for |
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Items | Items you purchased for this job. |
Expenses | Other costs and expenses you incurred for this job. |
Time | Time billable to this job. |
Tab name | How costs are calculated |
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Items | For inventory parts, resale non-inventory parts, subcontracted services, and reimbursable other charge items, QuickBooks uses your sales price, not your purchase cost. If you want, you can change the price on the statement. |
Time | QuickBooks uses the hourly rate for the service item you assigned to the task. If you want, you can change the rate on the invoice. |
Tip: If you know that you are NEVER going to bill your customer for a cost, you can remove the cost so that it no longer appears in the list. Click the Hide column next to the cost. Hiding the cost won't remove its association with the job — you'll still see the cost along with other job-related expenses on job reports.