Today I will discuss the other items types that are not
used as often but could be very helpful to you in your business. Remember, one of the main functions of Items
is to make it easy for you to invoice your clients/customers for the items or
services they buy from you.
Do you offer delivery services at a fee? Perhaps the fee is dependent on where the
customer lives in relation to where your business is located. For this circumstance, you will create an
Other Charge. You can also use this item
type to charge a flat service charge – for example, a plumber charges $60 to go
to a customer’s home to assess the situation.
As a building contractor, you may not stock supplies but
purchase them as needed. To show a
charge on the customer’s invoice, you will create a Non-Inventory Item for each
item you supply.
Want to total the cost of inventory or non-inventory parts
separate from service or hourly labor charges?
Then set up a Subtotal in between the two types of charges. This will also be helpful for your customers
to check taxes if you are only required to charge tax on parts but not labor.
Contractors often require a down payment prior to beginning
work. Use the Payment Item to create a
separate line item showing the amount the customer will be paying upon
acceptance of the contract/estimate.
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