Same Client - Multiple Jobs

Jul 15, 2006 5 Replies
C

Hi,



I have multiple jobs with one client, and the client likes me to provide them with one invoice twice a month that covers all of the billing for any of the jobs that were worked on... example:



Client XYZ Company Job 1 - $1000.00 Job 2 - $5000.00 Job 3 - $200.00 Invoice total: $6200.00



So in QB, I create the invoice, select the first job, pull in the T&E, then switch to the next job, do the same thing and so forth. It puts the total there and the client is happy.



Where my problem arises is that when I actually view any QB reports (such as AP or Job Profitability), it shows everything listed under the last job that I select for that invoice. I would like to see the report broken out by job so I can get 'true' numbers, however, this does not appear possible. Does anyone have ideas on how to acheive this? I would like to try and avoid creating separate invoices for each job.



Thanks, Chris



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P

All you appear to be doing is changing the Customer:Job not splitting the invoice between jobs.

If you can't do what you want I would suggest the best way would be to have separate invoices for each job with an a, b, c ... suffix and then do one invoice in Excel to send to your client.

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C

Peter,

Is there a way within QuickBooks to split the invoice between jobs? If so, could you explain how to do that?

Thanks, Chris

Peter Saxt> >

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S

There isn't a way to do what your client wants. At the risk of sounding bitchy, why are you bending over backwards to do your invoicing the way one of your clients prefers? If I, on behalf of my client companies, told our vendors how I expect them to bill me they'd laugh in my face.

You can get close to what your client wants by maintaining the individual jobs with individual invoicing (so *your* records/reports are correct) then printing each invoice and doing a statement for the customer, to include all jobs & show details, as a cover. This will give them one page with a cumulative total broken by job but will keep your records intact.

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G

Tell your client you can't find the lube and be done with it. Send them a statement.

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