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

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You want to use a price level for one or more items, but you don’t want to assign a price level tothe customer for whom you’re recording the saleA customer has negotiated a special one-time-only price with you on specific itemsStep-by-Step:Apply a Price to a Single Line Item1.In a sales form with line items click in theRatecolumn and select the price level you want to usefrom the drop-down list that displays (or you can enter your own price for that item, even if it isnot in the drop-down list).2.When you move out of that field on the form QuickBooks recalculates the amount and balancedue.NOTES
Lesson 6 — Enter Sales InformationUse the Income TrackerQuickBooks Desktop 2020 Client Training28Use the Income TrackerThe Income Tracker Center helps you manage collecting payments from your customers. It lists alloverdue and nearly-due invoices in a single place, as well as unbilled estimates. You can send emailreminders to one customer or many customers, and it tracks customer notes about your collectionefforts.Step-by-Step:Review Overdue and Nearly-Due Paymentsfor All Customers1.From the Customers menu, selectIncome Tracker(or open theCustomer Centerand click onIncome 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 toSelectin the Action column for a list of actions you cantake on each line.4.In the Unbilled section (the left half) of the money bar, click on the colored tab forEstimates.These are open estimates that can be turned into invoices by using the Action field.
Lesson 6 — Enter Sales InformationUse the Income TrackerQuickBooks Desktop 2020 Client Training295.Place checkmarks in the boxes in the far left column next to each estimate (or one checkmark inthe top box to indicate you are choosing all of them). Click onBatch Actionsat the bottomwhich, in this case, enables you to batch email them or mark them inactive.
Lesson 6 — Enter Sales InformationUse the Income TrackerQuickBooks Desktop 2020 Client Training306.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.NOTES
Lesson 6 — Enter Sales InformationCreate Single Invoice LettersQuickBooks Desktop 2020 Client Training31Create Single Invoice LettersStep-by-Step:Create an Invoice Letter1.From the Reports menu, chooseCustomers & Receivables, then chooseOpen Invoicesfromthe submenu.2.In the on-screen Open Invoices report, double-click the open invoice for which you would like tosend a letter.3.Under the Send/Ship tab of the ribbon at the top, click thePrepare Lettericon to display thedrop-down list.

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Term
Fall
Professor
NoProfessor
Tags
Quickbooks, invoice

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