Is it too much work to do "memorized transactions" in QuickBooks? I
don't have any that I do only annually, although it's not difficult to
have memorized transactions on different schedules. With a couple of odd
exceptions, I bill hosting quarterly. (It happens that I do this on the
fifth day of the second month of each quarter - if they pay in ten days
it means there is a perfect balance between time that's prepaid and time
that they've paid in advance.) But I normally have at least some accrued
time to add to most of them. For the domains that I pay for and then
rebill, I add those to the next quarterly invoice. (I have no cases for
which I handle the registration that I don't also charge for hosting.)
The impetus of this system was that I kept finding I had small clients
for whom I'd put in a quarter hour here and a half hour there and it
never looked like enough to bother invoicing, then suddenly realizing
that there were several hundred bucks worth of hosting fees and time
that "hadn't been worth billing". Big projects get billed on completion,
of course, but the quarterly schedule took care of making sure the
little dribs and drabs didn't really mount up.
The one disadvantage of this is that I don't know a way to properly name
the invoices. I print to a PDF creator and, by default, every thing QB
prints is named Intuit.PDF. So after creating the invoices I have to
print them one at a time so I can use the invoice number as the file
name. It wipes out an afternoon every quarter, but I'm normally pretty
happy about it two weeks later.
Van
On 27/03/2011 5:30 PM, Larry Berman wrote:
>
> Thanks but not at all what I'm looking for. We have somewhere around
> 300 clients, some for web site hosting and the bulk for domain names
> we've registered for them and take care of. We need an automated
> invoicing system to send out yearly invoices for our services.
>
> Thanks,
>
> Larry
>
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