How to: Enter Delayed Charges Invoices in QuickBooks

Do you keep a bunch of post-its on your desk to remind you what products you bought and services you did for customers? Instead, use delayed charges to keep track and create invoices when the time comes.

Open Delayed Charge

Go to the Plus Sign Menu and under Customers choose Delayed Charge.

 

Enter the Customer

Enter the customer you need to invoice in the Choose a Customer field. If this is a new customer, click Add.

In the New Customer window click Save. Only the customer’s name gets saved. You can go to the customer page later to enter additional information.

Enter the Date

Enter the date you purchased the product or performed the service for your customer.

Enter the Products or Services

Enter the products or services you provided for this customer and any information about this product or service.

If this is a new product or service, type it in and click Add.

Choose the Income Account

In the Product or Service Information window, choose the Income Account. This is not a bank account it is a bookkeeping account.

Enter the Price or Charge

Enter the Price or Charge and Save it.

Save and Close

You can Save and Close or if you have new charges to add, click Save and New.

Invoice Your Customer

When it comes time to invoice your customer, go to Plus Sign Menu and under Customers choose Invoice.

Enter that customer’s name and click Add all to put this charge into the invoice.

Finished

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How to: Receive a payment in QuickBooks

You got paid! Great--now you need to record the payment in QuickBooks. That's called receiving a payment. Watch this video to learn how.

Receive Payment

Go to the Plus Sign Menu and under Customers choose Receive Payment. Select the customer who paid you in the choose a customer field.

Enter the date you were paid.

Then enter the payment method.

For the Reference Number, enter the check number.

Undeposited Funds

When you receive payments that you’re going to deposit in a group, go to the Deposit Menu and choose the Undeposited Funds account. If you have already deposited this payment, then choose the account you deposited it to.

Click Save and New if you need to receive another payment, or Save and Close if you’re finished.

Recording Undeposited Funds

If you grouped the payment with other checks they appear automatically on the Bank Deposit page. To access this, go to the Plus Sign Menu and under Other choose Bank Deposit.

You can check each payment that you deposited. Make sure the payment method is correct and that the reference number has the proper check number for each check payment. Click Save and Close when you’re finished.

Finished

 

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