Same Client - Multiple Jobs

Posted by CR_BandR on July 14, 2006, 8:08 pm

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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

Posted by Peter Saxton on July 15, 2006, 7:10 am

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wrote:

>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

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.

--
Peter Saxton from London
peter@petersaxton.co.uk

Posted by CR_BandR on July 19, 2006, 6:34 pm

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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 Saxton wrote:

> wrote:

> >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

> 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.

> --

> Peter Saxton from London

> peter@petersaxton.co.uk

Posted by scfundogs on July 19, 2006, 7:34 pm

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> Peter,

> Is there a way within QuickBooks to split the invoice between jobs? If

> so, could you explain how to do that?

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.

--
Tara

Posted by Peter Saxton on July 19, 2006, 11:38 pm

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wrote:

>Peter,

>Is there a way within QuickBooks to split the invoice between jobs? If

>so, could you explain how to do that?

>Thanks,

>Chris

There isn't a way.

--
Peter Saxton from London
peter@petersaxton.co.uk