I've got just the information about adding a line item on your invoice to suit your needs, @A_Beardman.
Yes, you’re right. You can create a line item on your invoice that will represent the additional charges. Just to clarify, are you referring to having all the charges in one line item? If so, QBO doesn’t have that option yet.
In the meantime, I recommend creating the additional charges as items. This lets you indicate their detailed description on your invoices.
Here’s how:
- On the left pane, go to the Sales menu.
- Select the Products and services tab and click New.
- Select Service and give names to each of them.
- From the Category ▼ dropdown, select the category that best describes the fee. You'll want to learn more about item categories.
- Fill out the rest of the fields.
- Tap Save and close.
To add them, just click on the last item created under Product/Service, and it will automatically add a line item. For more information about this, you can click this link.
Additionally, you can use the flight item for credit, which should be entered as a negative amount on the same invoice. You also have the option of creating a credit memo and applying it to the invoice. Then, you can send the statement to your customer regarding the transactions.
Moreover, QBO offers a feature where you can also customize your sales forms by adding crucial information about your business. Kindly refer to this link for the step-by-step guide.
Here's an article you can use when receiving and recording payments in QuickBooks Online. It includes video and steps to process payments.
I’ll be here to help answer your questions about managing line items or any other QuickBooks-related concerns. You can reply them below. Take care and have a nice day.
