You want to use a price level for one or more items

You want to use a price level for one or more items, but you don’t want to assign a price level to
the customer for whom you’re recording the sale
•
A customer has negotiated a special one-time-only price with you on specific items
Step-by-Step: Apply a Price to a Single Line Item
1. In a sales form with line items click in the Rate column and select the price level you want to use
from the drop-down list that displays (or you can enter your own price for that item, even if it is
not in the drop-down list).
2. When you move out of that field on the form QuickBooks recalculates the amount and balance
due.
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Lesson 6 — Enter Sales Information Use the Income Tracker
QuickBooks Desktop 2020 Client Training 28
Use the Income Tracker
The Income Tracker Center helps you manage collecting payments from your customers. It lists all
overdue and nearly-due invoices in a single place, as well as unbilled estimates. You can send email
reminders to one customer or many customers, and it tracks customer notes about your collection
efforts.
Step-by-Step: Review Overdue and Nearly-Due Payments
for All Customers
1. From the Customers menu, select Income Tracker (or open the Customer Center and click on
Income Tracker ).
2. Click on any of the money bar’s colored tabs on the top to filter the information, if desired.
3. Click on the down-facing arrow next to Select in the Action column for a list of actions you can
take on each line.
4. In the Unbilled section (the left half) of the money bar, click on the colored tab for Estimates .
These are open estimates that can be turned into invoices by using the Action field.

Lesson 6 — Enter Sales Information Use the Income Tracker
QuickBooks Desktop 2020 Client Training 29
5. Place checkmarks in the boxes in the far left column next to each estimate (or one checkmark in
the top box to indicate you are choosing all of them). Click on Batch Actions at the bottom
which, in this case, enables you to batch email them or mark them inactive.

Lesson 6 — Enter Sales Information Use the Income Tracker
QuickBooks Desktop 2020 Client Training 30
6. The Manage Transactions button at the bottom left enables you to launch a new customer-
related transaction such as a new invoice or estimate, or to edit the currently highlighted row.
7. Close the Income Tracker.
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Lesson 6 — Enter Sales Information Create Single Invoice Letters
QuickBooks Desktop 2020 Client Training 31
Create Single Invoice Letters
Step-by-Step: Create an Invoice Letter
1. From the Reports menu, choose Customers & Receivables , then choose Open Invoices from
the submenu.
2. In the on-screen Open Invoices report, double-click the open invoice for which you would like to
send a letter.
3. Under the Send/Ship tab of the ribbon at the top, click the Prepare Letter icon to display the
drop-down list.