QuickBooks Link Charges Options - Revision history

Dina at 13:25, 8 July 2020

2020-07-08T13:25:39Z

Dina at 11:04, 21 May 2020

2020-05-21T11:04:39Z

← Older revision		Revision as of 11:04, 21 May 2020
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	A Charge's status must be Billable in order for it to be billed to a customer.		A Charge's status must be Billable in order for it to be billed to a customer.

	[[File:~~commit_not_billable_charge~~.~~gif~~\|center]]		[[File:not_billable_charge.png\|center]]

	The image above shows a Charge that is Not Billable. You can tell if a Charge is Billable or Not Billable by looking at the Billable checkbox in the bottom right-hand corner. If the checkbox is checked, the Charge is Billable; if it is unchecked, the Charge is Not Billable. Since the above Charge is Not Billable, it can be included in invoices as a not-billable line. thus displaying a zero billable total amount. Not-billable charges do not affect the invoice total.		The image above shows a Charge that is Not Billable. You can tell if a Charge is Billable or Not Billable by looking at the Billable checkbox in the bottom right-hand corner. If the checkbox is checked, the Charge is Billable; if it is unchecked, the Charge is Not Billable. Since the above Charge is Not Billable, it can be included in invoices as a not-billable line. thus displaying a zero billable total amount. Not-billable charges do not affect the invoice total.

	[[File:~~commit_billable_not_billed_charge~~.~~gif~~\|center]]		[[File:billable_not_billed_charge.png\|center]]

	The above image shows the same Charge with the Billable checkbox now checked. By checking the Billable checkbox, this Charge becomes Billable, and can be included in invoices as a billable line which will effect the invoice total and can be marked manually as billed.		The above image shows the same Charge with the Billable checkbox now checked. By checking the Billable checkbox, this Charge becomes Billable, and can be included in invoices as a billable line which will effect the invoice total and can be marked manually as billed.
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	'''Stage 1: Not Billed''' – A Not Billed Charge has not been charged to a customer yet. The details of Not Billed Charges can be modified.<br>Once the Charge has been billed to a customer, you should mark it as billed by selecting the relevant Charge and click on Mark as Billed.<br> <u>Note:</u> Billable Charges that have been included in invoices are automatically marked as Billed when the invoice is created.		'''Stage 1: Not Billed''' – A Not Billed Charge has not been charged to a customer yet. The details of Not Billed Charges can be modified.<br>Once the Charge has been billed to a customer, you should mark it as billed by selecting the relevant Charge and click on Mark as Billed.<br> <u>Note:</u> Billable Charges that have been included in invoices are automatically marked as Billed when the invoice is created.

	[[File:~~commit_billable_not_billed_charge~~.~~gif~~\|center]]		[[File:billable_not_billed_charge.png\|center]]

	'''Stage 2: Billed''' – A Billed Charge has been charged to a customer. The details for a Billed Charge cannot be modified (Billed Charges will be displayed as Read Only).		'''Stage 2: Billed''' – A Billed Charge has been charged to a customer. The details for a Billed Charge cannot be modified (Billed Charges will be displayed as Read Only).
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	Charges that are manually billed by clicking on Mark as Billed will appear as follows:		Charges that are manually billed by clicking on Mark as Billed will appear as follows:

	[[File:~~commit_manually_billed_charge~~.~~gif~~\|center]]		[[File:manually_billed_charge.png\|center]]

	OR		OR
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	Charges that are automatically billed by being included in an invoice will appear as follows:		Charges that are automatically billed by being included in an invoice will appear as follows:

	[[File:~~commit_charge_billed_in_invoice~~.~~gif~~\|center]]		[[File:charge_billed_in_invoice.png\|center]]

	Billed Charges cannot be modified, regardless of whether they were manually or automatically billed. To modify the details of Billed Charges, change their status to Unbilled by clicking on Mark as Unbilled, as depicted below.		Billed Charges cannot be modified, regardless of whether they were manually or automatically billed. To modify the details of Billed Charges, change their status to Unbilled by clicking on Mark as Unbilled, as depicted below.

	[[File:~~commit_charge_details_billed_in_invoice2~~.~~gif~~\|center]]		[[File:charge_details_billed_in_invoice2.png\|center]]

	Note that also '''not-billable charges''' which were included in invoices will become read-only, and will show the QuickBooks invoice reference number in the charge window.		Note that also '''not-billable charges''' which were included in invoices will become read-only, and will show the QuickBooks invoice reference number in the charge window.
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	The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the CommitCRM-QuickBooks Link.		The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the CommitCRM-QuickBooks Link.

	[[File:~~commit_quickbooks_options_in_charges_window~~.~~gif~~\|center]]		[[File:quickbooks_options_in_charges_window.png\|center]]

	===Filter by Invoice Reference===		===Filter by Invoice Reference===
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	To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.		To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.

	[[File:~~commit_filter_by_invoice_reference~~.~~gif~~\|center]]		[[File:filter_by_invoice_reference.png\|center]]

	The Filter by invoice reference number dialog box will open.		The Filter by invoice reference number dialog box will open.

	[[File:~~commit_filter_by_invoice_reference_window~~.~~gif~~\|center]]		[[File:filter_by_invoice_reference_window.png\|center]]

	Enter the Invoice Reference number and click OK.		Enter the Invoice Reference number and click OK.
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	All the charges that were included in this invoice will be displayed.		All the charges that were included in this invoice will be displayed.

	[[File:~~commit_charges_filtered_by_invoice_reference~~.~~gif~~\|center]]		[[File:charges_filtered_by_invoice_reference.png\|center]]

	{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"		{\| id="mp-tfp" style="margin:7px 0 0 0; width:100%; background:none;"
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	Once the Charge is marked as billed and selected, select Link to Existing Invoice in QuickBooks... on the QuickBooks drop down toolbar menu.		Once the Charge is marked as billed and selected, select Link to Existing Invoice in QuickBooks... on the QuickBooks drop down toolbar menu.

	[[File:~~commit_link_charge_to_existing_invoice_in_quickbooks~~.~~gif~~\|center]]		[[File:link_charge_to_existing_invoice_in_quickbooks.png\|center]]

	The Filter by invoice reference number will display:		The Filter by invoice reference number will display:

	[[File:~~commit_filter_by_invoice_reference_window2~~.~~gif~~\|center]]		[[File:filter_by_invoice_reference_window2.png\|center]]

	Enter the invoice Reference number for the invoice that you to link the Charge to, and click OK.		Enter the invoice Reference number for the invoice that you to link the Charge to, and click OK.
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	Done! The Charge is now linked to the relevant QuickBooks Invoice.		Done! The Charge is now linked to the relevant QuickBooks Invoice.

	[[File:~~commit_charge_details_billed_in_invoice3~~.~~gif~~\|center]]		[[File:charge_details_billed_in_invoice3.png\|center]]

	===Refresh Invoice References===		===Refresh Invoice References===
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	You must update the Charges with this new invoice reference number in order to be able to conduct a search in CommitCRM based on the new invoice reference number.		You must update the Charges with this new invoice reference number in order to be able to conduct a search in CommitCRM based on the new invoice reference number.

	[[File:~~commit_charge_details_billed_in_invoice3~~.~~gif~~\|center]]		[[File:charge_details_billed_in_invoice3.png\|center]]

	To use this option, in the Charges window select Refresh Invoice References… from the QuickBooks menu.		To use this option, in the Charges window select Refresh Invoice References… from the QuickBooks menu.

	[[File:~~commit_refresh_invoice_references~~.~~gif~~\|center]]		[[File:refresh_invoice_references.png\|center]]

	The Refresh Invoice References dialog box will display.		The Refresh Invoice References dialog box will display.

	[[File:~~commit_refresh_invoice_references_window~~.~~gif~~\|center]]		[[File:refresh_invoice_references_window.png\|center]]

	Enter the date from which you want the invoice information to be refreshed. This will also update all the invoice reference numbers from that date. Click OK. All charges related to invoices from this day until today will be updated with the current invoice reference number in QuickBooks.		Enter the date from which you want the invoice information to be refreshed. This will also update all the invoice reference numbers from that date. Click OK. All charges related to invoices from this day until today will be updated with the current invoice reference number in QuickBooks.
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	Done! The invoices reference numbers were updated in CommitCRM Charges.		Done! The invoices reference numbers were updated in CommitCRM Charges.

	[[File:~~commit_charge_details_billed_in_invoice4~~.~~gif~~\|center]]		[[File:charge_details_billed_in_invoice4.png\|center]]

	==See Also==		==See Also==

Robert at 10:37, 13 August 2014

2014-08-13T10:37:50Z

← Older revision		Revision as of 10:37, 13 August 2014
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	\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|		\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|
	{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"		{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
	! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip		! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h4>
	\|-		\|-
	\| style="color:#000;" \| <div id="mp-tfa">The green letter <span style="color: #009900">B</span> will appear in the Charges window next to each billed charge. </div>		\| style="color:#000;" \| <div id="mp-tfa">The green letter <span style="color: #009900">B</span> will appear in the Charges window next to each billed charge. </div>

Robert: /* Link to Existing Invoice in QuickBooks */

2013-10-02T13:33:21Z

Link to Existing Invoice in QuickBooks

← Older revision		Revision as of 13:33, 2 October 2013
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	You can link Charges to existing QuickBooks invoices.		You can link Charges to existing QuickBooks invoices.

	This option is useful when a charge was originally invoiced in QuickBooks, but you needed to modify its details in CommitCRM, so it was marked as unbilled (this means that the link to the invoice was removed). After you've modified the charge you can link it back to the original QuickBooks invoice using this option.		This option is useful when a charge was originally invoiced in QuickBooks (from CommitCRM), but you needed to modify its details in CommitCRM, so it was marked as unbilled (this means that the link to the invoice was removed). After you've modified the charge you can link it back to the original QuickBooks invoice using this option.

	This is also useful in cases where you created an invoice for a customer directly in QuickBooks and then noticed that there are Charges in CommitCRM that are related to this invoice, but since you've created the invoice in CommitCRM the charges are not linked to it.

	<u>Note:</u> linking a charge to an invoice <u>does not</u> modify any of the invoice details: the invoice line descriptions, total, etc all remain unchanged.		<u>Note:</u> linking a charge to an invoice <u>does not</u> modify any of the invoice details: the invoice line descriptions, total, etc all remain unchanged.

Robert at 14:02, 29 August 2013

2013-08-29T14:02:20Z

← Older revision		Revision as of 14:02, 29 August 2013
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	Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.		Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.

	Adding a Charge is easy and this can be done in CommitCRM’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface\|~~Commit~~ Web Interface]].		Adding a Charge is easy and this can be done in CommitCRM’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface\|CommitCRM Web Interface]].

	Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.		Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.
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	Important note: In the above case, the Charge was included in an invoice. Therefore when un-billing such a Charge, the link to the invoice will be removed (the invoice line in the QuickBooks invoice remains unchanged).		Important note: In the above case, the Charge was included in an invoice. Therefore when un-billing such a Charge, the link to the invoice will be removed (the invoice line in the QuickBooks invoice remains unchanged).

	==Available Actions in ~~Commit~~-QuickBooks Link==		==Available Actions in CommitCRM-QuickBooks Link==
	The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the ~~Commit~~-QuickBooks Link.		The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the CommitCRM-QuickBooks Link.

	[[File:commit_quickbooks_options_in_charges_window.gif\|center]]		[[File:commit_quickbooks_options_in_charges_window.gif\|center]]
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	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Charges]]		*[[Charges]]

Yarden at 14:41, 12 August 2009

2009-08-12T14:41:46Z

← Older revision		Revision as of 14:41, 12 August 2009
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			{{usermanualsquickbookslink}}

	Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.		Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

Yarden at 08:27, 11 August 2009

2009-08-11T08:27:16Z

← Older revision		Revision as of 08:27, 11 August 2009
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	==See Also==		==See Also==
	*[[Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
	*[[Charges]]		*[[Charges]]

Yarden at 08:21, 10 August 2009

2009-08-10T08:21:59Z

← Older revision		Revision as of 08:21, 10 August 2009
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	[[File:commit_charge_details_billed_in_invoice4.gif\|center]]		[[File:commit_charge_details_billed_in_invoice4.gif\|center]]

			==See Also==
			*[[Commit-QuickBooks Link]]
			*[[Charges]]

			[[Category:User Manuals]]
			[[Category:QuickBooks]]
			[[Category:Charges]]

Yarden: /* Filter by Invoice Reference */

2009-08-10T08:20:08Z

Filter by Invoice Reference

← Older revision		Revision as of 08:20, 10 August 2009
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	! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip		! <h4 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip
	\|-		\|-
	\| style="color:#000;" \| <div id="mp-tfa">The green letter B will appear in the Charges window next to each billed charge. </div>		\| style="color:#000;" \| <div id="mp-tfa">The green letter <span style="color: #009900">B</span> will appear in the Charges window next to each billed charge. </div>
	\|}		\|}
	\|}		\|}

Yarden at 08:15, 10 August 2009

2009-08-10T08:15:32Z

← Older revision		Revision as of 08:15, 10 August 2009
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	Tracking [[Charges]] is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.		Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

	Three types of Charges can be tracked in CommitCRM:		Three types of [[Charges]] can be tracked in CommitCRM:

	<blockquote>Labor Charges for services provided<br>Expense Charges for expenses such as travel and delivery<br>Parts Charges for parts or products used</blockquote>		<blockquote>Labor Charges for services provided<br>Expense Charges for expenses such as travel and delivery<br>Parts Charges for parts or products used</blockquote>

← Older revision		Revision as of 13:25, 8 July 2020
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	Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.		Tracking Charges is a key factor for running your service business well and improving its performance. Most employees, however, consider this to be a nuisance or a burden, which makes it difficult to maximize your full income potential.

	Three types of [[Charges]] can be tracked in ~~CommitCRM~~:		Three types of [[Charges]] can be tracked in RangerMSP:

	<blockquote>Labor Charges for services provided<br>Expense Charges for expenses such as travel and delivery<br>Parts Charges for parts or products used</blockquote>		<blockquote>Labor Charges for services provided<br>Expense Charges for expenses such as travel and delivery<br>Parts Charges for parts or products used</blockquote>
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	Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.		Once a charged has been included in an invoice, the Charge record is set as Billed, and you can view the QuickBooks invoice reference number in the charge window. This prevents a customer from being billed again for the same Charge.

	Adding a Charge is easy and this can be done in ~~CommitCRM’s~~ Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface\|~~CommitCRM~~ Web Interface]].		Adding a Charge is easy and this can be done in RangerMSP’s Main menu, the Tickets window (recommended), the Charges main window, or the Account window. Charges can also be added from anywhere using a web browser and an Internet connection, for this you need [[Web Interface\|RangerMSP Web Interface]].

	Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.		Use Items to speed up the process of entering new Charges. When an Item is selected for a Charge, its description and price are automatically copied into the relevant fields in the Charge record.
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	Important note: In the above case, the Charge was included in an invoice. Therefore when un-billing such a Charge, the link to the invoice will be removed (the invoice line in the QuickBooks invoice remains unchanged).		Important note: In the above case, the Charge was included in an invoice. Therefore when un-billing such a Charge, the link to the invoice will be removed (the invoice line in the QuickBooks invoice remains unchanged).

	==Available Actions in ~~CommitCRM~~-QuickBooks Link==		==Available Actions in RangerMSP-QuickBooks Link==
	The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the ~~CommitCRM~~-QuickBooks Link.		The QuickBooks menu in the Charges main window contains several options for additional actions related to Charges and invoices that may be performed with the RangerMSP-QuickBooks Link.

	[[File:quickbooks_options_in_charges_window.png\|center]]		[[File:quickbooks_options_in_charges_window.png\|center]]

	===Filter by Invoice Reference===		===Filter by Invoice Reference===
	This option enables you to find all the ~~CommitCRM~~ Charges that were included in a specific QuickBooks invoice according to invoice reference number.		This option enables you to find all the RangerMSP Charges that were included in a specific QuickBooks invoice according to invoice reference number.

	To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.		To do this, go to the Charges main window, and select Filter by Invoice Reference on the QuickBooks drop down toolbar menu.
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	You can link Charges to existing QuickBooks invoices.		You can link Charges to existing QuickBooks invoices.

	This option is useful when a charge was originally invoiced in QuickBooks (from ~~CommitCRM~~), but you needed to modify its details in ~~CommitCRM~~, so it was marked as unbilled (this means that the link to the invoice was removed). After you've modified the charge you can link it back to the original QuickBooks invoice using this option.		This option is useful when a charge was originally invoiced in QuickBooks (from RangerMSP), but you needed to modify its details in RangerMSP, so it was marked as unbilled (this means that the link to the invoice was removed). After you've modified the charge you can link it back to the original QuickBooks invoice using this option.


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	===Refresh Invoice References===		===Refresh Invoice References===
	This option updates Charge records in ~~CommitCRM~~ that were invoiced in QuickBooks with the new QuickBooks invoice reference number.		This option updates Charge records in RangerMSP that were invoiced in QuickBooks with the new QuickBooks invoice reference number.

	This option is useful when the invoice reference number was manually modified in QuickBooks.		This option is useful when the invoice reference number was manually modified in QuickBooks.

	You must update the Charges with this new invoice reference number in order to be able to conduct a search in ~~CommitCRM~~ based on the new invoice reference number.		You must update the Charges with this new invoice reference number in order to be able to conduct a search in RangerMSP based on the new invoice reference number.

	[[File:charge_details_billed_in_invoice3.png\|center]]		[[File:charge_details_billed_in_invoice3.png\|center]]
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	Enter the date from which you want the invoice information to be refreshed. This will also update all the invoice reference numbers from that date. Click OK. All charges related to invoices from this day until today will be updated with the current invoice reference number in QuickBooks.		Enter the date from which you want the invoice information to be refreshed. This will also update all the invoice reference numbers from that date. Click OK. All charges related to invoices from this day until today will be updated with the current invoice reference number in QuickBooks.

	Done! The invoices reference numbers were updated in ~~CommitCRM~~ Charges.		Done! The invoices reference numbers were updated in RangerMSP Charges.

	[[File:charge_details_billed_in_invoice4.png\|center]]		[[File:charge_details_billed_in_invoice4.png\|center]]

	==See Also==		==See Also==
	*[[QuickBooks Link\|~~CommitCRM~~-QuickBooks Link]]		*[[QuickBooks Link\|RangerMSP-QuickBooks Link]]
	*[[Charges]]		*[[Charges]]