One customer with multiple locations.....big headache

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Subject Author Date One customer with multiple locations.....big headache Tom Steen 07-27-2009  Re: One customer with multiple locations.....big h... dpb 07-27-2009  Re: One customer with multiple locations.....big h... Laura 07-27-2009  Re: One customer with multiple locations.....big h... Golden California Girls 07-28-2009
Posted by Tom Steen on July 27, 2009, 6:28 pm Please log in for more thread options We sell software to companies with multiple locations. The software is deployed at each location. Each location is a separate charge however the the check for the software comes from the corporate office which often is not a location using the software. The monthly invoice is billed by credit card and sent to the corporate office. When creating a Customer record for the corporate office I need to find a way to enter the other locations in QB. The other locations need to be related to the corporate office for the purpose of accounting and tracking. I have thought about creating a new job for each location. I have thought about creating a class for each location. The main questions (regardless of how I set the company and related locations up) is whether I can create one invoice and/or statement that has each location listed on that single invoice. I can have more than one invoice. Please help - this is frustrating. Posted by dpb on July 27, 2009, 6:49 pm Please log in for more thread options Tom Steen wrote: ... > The main questions (regardless of how I set the company and related > locations up) is whether I can create one invoice and/or statement > that has each location listed on that single invoice. I can have more > than one invoice. Sure if you enter each site as a line item -- same sales item, just add location in comment/memorandum column -- Posted by Laura on July 27, 2009, 7:08 pm Please log in for more thread options > We sell software to companies with multiple locations. The software > is deployed at each location. Each location is a separate charge > however the the check for the software comes from the corporate office > which often is not a location using the software. The monthly invoice > is billed by credit card and sent to the corporate office. > > When creating a Customer record for the corporate office I need to > find a way to enter the other locations in QB. The other locations > need to be related to the corporate office for the purpose of > accounting and tracking. > > I have thought about creating a new job for each location. I have > thought about creating a class for each location. > > The main questions (regardless of how I set the company and related > locations up) is whether I can create one invoice and/or statement > that has each location listed on that single invoice. I can have more > than one invoice. > > Please help - this is frustrating. I would try using classes. Each line of the invoice can have a different class coded to it. You would need separate invoices if you used job. Classes will also allow you to allocate expenses to each location. You can't do that if you use jobs. Posted by Golden California Girls on July 28, 2009, 1:12 am Please log in for more thread options Tom Steen wrote: > We sell software to companies with multiple locations. The software > is deployed at each location. Each location is a separate charge > however the the check for the software comes from the corporate office > which often is not a location using the software. The monthly invoice > is billed by credit card and sent to the corporate office. > > When creating a Customer record for the corporate office I need to > find a way to enter the other locations in QB. The other locations > need to be related to the corporate office for the purpose of > accounting and tracking. > > I have thought about creating a new job for each location. I have > thought about creating a class for each location. > > The main questions (regardless of how I set the company and related > locations up) is whether I can create one invoice and/or statement > that has each location listed on that single invoice. I can have more > than one invoice. > > Please help - this is frustrating. > If I'm understanding you, you have a separate invoice for each location. The easy way to handle this is to create a job under the corporate office for each location you charge for (including one for the corp office if it has a charge) When you get payments which may be for multiple locations you record them under the main entry. You can call up each location separately when you need to on reports, or the combination for year end matching with them. If instead you send one combined invoice, then put together the invoice showing the offices and memorize it. That way when you call it up the next month it will have all the address information filled in. 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