#Invoice to go vs quickbooks how to
"Statements can be useful for summing up a customer’s current balance if one or more invoices haven’t been paid. Invoices are not Required, for AR.ĭo I need "Invoices are not Required, for AR." Also I'm not sure how to read this sentence, why the comma between the italicized Required and ", for AR" ?Ī Statement charge is the same as a single listing on an invoice, so it is hitting A/R bypassing the use of a form (invoice )."Ĭan you explain what you mean by " it is hitting A/R bypassing the use of form (invoice)." Is AR above the same at this A/R? Is this US English grammar? I would then enter them into QB after I receive them. Customer leave me a check or mail it to my PO Box. So it is not easy to receive payments on Statements? I don't do Online. Invoices are the preferred method of billing customers, and it’s easy to receive payment on them, even online." Let me share some insights about the difference between these two features in QuickBooks Desktop. "I appreciate the detailed information as well as the article you've shared about your concern. Keep me posted if you have any other concerns. Create an invoice in QuickBooks Desktop.I've added these links about creating invoice and statement charges in QBDT:
That makes it harder to manage due dates, and there are many restrictions: For example, you can’t record sales tax, percentage discounts or payment items on statements, nor can you group related charges and subtotal. Statements can be useful for summing up a customer’s current balance if one or more invoices haven’t been paid. Invoices are not Required, for AR.Ī Statement charge is the same as a single listing on an invoice, so it is hitting A/R bypassing the use of a form (invoice ). Invoices are the preferred method of billing customers, and it’s easy to receive payment on them, even online. I appreciate the detailed information as well as the article you've shared about your concern. Of course I would not be doing a finance charge if I were doing Statement Charges so I could skip that part.Ĭan QB Desktop "Invoicing" achieve the same tracking of under or overpaid balances as "Statement Charges" can?Ĭan I achieve the same thing using invoices as I can with statements? Having under and overpayments showing on the monthly billing automatically? I have found this article here that explains this workflow(#6), at the bottom of this webpage. They are saying it is easier and keeps track better. I am in a pool group (for insurance and route coverage) and most of the guys use Quickbooks Desktop and many say they use Statements Charges over Invoicing for monthly billing.
I have customers that sometimes pay the incorrect amount be it under or overpayment, or miss a payment all together. Sometimes I might have to add extra chemicals, replace a part, or do a filter clean, which I add to the billing for that month. I am a solo swimming pool service guy and bill my customers monthly for once or twice weekly service of residential swimming pools. I am working on learning QB Desktop and trying to determine what might be better for my business.
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