My new client is Home Owners Association with 1606 members. There is a special assessment to everyone for $100. Is there any way to invoice/enter the $100 assessment/charge to each customers without having to do each one individually? Thanks in advance for any and all help. Debbie
See the Invoice Duplicator on the Intuit Marketplace.
Debbie,If you don't really want to pay for the "Invocie Duplicator", there is a fairly simple way to do this in QB..you would still have to enter each charge, but you could do them all in the AR register, so it would be fairly quick (I think!)These are the instructions from QB Help...If you bill the same charge to a group of customers on a regular basis, you can set up QuickBooks to enter the charges automatically when it's time to send out your statements.Any business that bills a recurring charge on statements can use this feature. For example, a property management company could enter monthly rents automatically. A health club could enter membership fees automatically.For your first billing, enter the statement charges for each customer.How to enter statement chargesIf you have many customers that you want to enter charges for at once, you may find it faster to enter the charges in your Accounts Receivable (A/R) register instead of in the individual customer registers.Create a memorized transaction group for the statement charges:Go to the Lists menu and click Memorized Transaction List.Click Memorized Transaction at the bottom of the list and click New Group.Enter a name that describes the statement charges; for example, "Monthly rents."Click Automatically Enter.Click the How Often drop-down list and choose how often you want QuickBooks to enter the charges (Weekly, Monthly, and so on).In the Next Date field, enter the next service date in your billing cycle. For example, if the service date for the statement charges is February 1 and you bill monthly, you would enter March 1.Click OK.In the A/R register (or in the individual customer registers) memorize each statement charge that you entered:In the register, click the statement charge.Go to the Edit menu and click Memorize Stmt Charge.(Optional) In the Memorize Transaction window, change the name of the transaction. This affects how QuickBooks lists the transaction in the Memorized Transactions list-it does not affect the transaction itself.Click With Transactions in Group.Click the Group Name drop-down list and choose the memorized transaction group that you just created.Click OK.When you have finishedQuickBooks automatically enters the statement charges for each billing cycle. All you have to do is print and mail the statements.As your list of customers changes, you must update the memorized transaction group.Linda E. Freier
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