Statement Charges to Invoice
How can I get items posted in the Enter Statement Charges register to post (or become accessible) from the Create Invoice window?
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03/17/09 8:57am PDT
Viewed by asker 03/23/09 4:47pm PDT
Viewed by asker 03/23/09 4:47pm PDT
5 Replies
RichardTorian
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03/17/09 7:27pm PDT
Hi EPlaw,
Statement charges and invoices are separate ways of entering a customer’s sales on account.
I do not think a statement charge entry can be made to show on an invoice, if this is what you are asking.
Richard
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03/20/09 4:04pm PDT
thank you! is there a resource on billing clients via invoicing vs. statements? It seems to me to be absurdly duplicative (and therefore error-prone) to track client charges through Statement Charges and be unable to have those charges reflected to (or posted in) a client billing.
Invoices can be revised but do not reflect any posted client charges (they can only be populated with generic task and expense items); Statements do reflect client charges entered through Statement Charges but cannot be revised
RichardTorian
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03/20/09 6:07pm PDT
Hi EPlaw,
Wouldn’t a client’s statement show all charges made to the client? I think this is what QB statements are intended for – to show all charges (either from invoices or from using the statement charge feature).
Any transaction made in QB can be changed by bringing up the form, register, or window that was used to make the transaction and changing what is on the form, register, or window.
A lot of information on QuickBooks use is available in QuickBooks Help (on the Help menu).
Richard
I am available to work on projects.
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www.AccountingForBusinessesOnl...
03/23/09 2:38pm PDT
Best Answer - Chosen by the Community
Eplaw,
There are three ways to record a sales in QB - 1) sales receipt (typically used in a law firm for consultation and client wants a receipt upon payment - the equivalent of a 'cash sales' in retail environment), 2) invoices (allows you to use features like subtotal, sales tax and discount but do not allow you to individually date each item charged or apply a due date to each items) and 3) statement charges (do NOT allow you to use features like subtotal, sales tax and discount) which allow charges to be entered over a period of time as they occur.
Client charges can be entered through either an invoice or statement charge(s) or both (for the same client) and they show up under 'accounts receivable.' Invoice is bill for/as of a particular date. Statement charges typically cover a period (range) and show aging for the receivables.
You are right - invoices do not reflect statement charges BUT statements (customers/create statements) created will reflect both statement charges AND open invoices for the client.
To modify a statement charge, double click it from say, a report and it will take you to the actual entry as Richard explains.
Finally, if your statement charges are not being reflected on the statements, reverify date range, selection of customers and additional options under customers/create statements.
09/26/10 9:30am PDT
Latest post
I'm feeling so defeated right now. I might have to reenter a bunch of time because somehow I imported that to a statement, and it cleared the time, so I can't invoice it. It's gone now. It only shows in the statement. All that work I put into creating the invoice with my time entries. Looks like I'm gonna have to clear all of this out and reenter it. Who would create a program that would so easily allow a dumbo like me to import it and then I can't switch it back? C'mon!
