Statement billing
Customer Register
XE "customer register"
XE "register:customer" is
used for direct statement billing.
XE "statement billing"
XE "billing:statement" Users
requested a means of billing items day by
day, as they happen, and it was added in
versions 4.0. Direct statement billing,
entered into the customer register was the
answer. This works fine, but is subject
to some minor limitations:
Each item requires a separate entry in the register, and must be a definite amount.
Sales taxes and discounts
cannot be entered. (Discounts can be
entered through Receive Payments, but on the
statement, they appear above charges XE "statement charges" XE "charges:statements" XE "items:statements" of the same date.)
Each item is individual. Item groups and subtotals can’t be used.
Descriptions are
restricted to one line. If items have
longer descriptions, they will be chopped off
(with a warning.)
Messages can’t be added to billing statements, except by rubber stamp or pen.
Customizing of billing
statements is limited. Excluded are
custom fields, column width changes, and
changes in order of the columns.
Password operation is not convenient. The
owner
password must be used for direct entry, giving access to all records. In versions before QuickBooks 5, entry of the
owner
password allowed access to changing all passwords.
Click the Cust
icon, or Lists|Customers,
highlight the referent customer:job, and click
Use Register. (Use Register
will probably be highlighted, and you can double-click on the customer name.)
The data entry is similar to the invoice, except for the restrictions. Click “Record” when finished.
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