Añadir servicios a las facturas

The Services feature allows you to create itemized invoices. Here, find out how to add services as line items and customize them.

Advertencia

If you have the QuickBooks integration already set up, make sure to select Service income account before adding services to invoices. This will ensure that invoices will appear in the right QuickBooks account.

Añadir servicios a las facturas

You can add services to one-time and recurring invoices while manually sending them to clients and using invoice templates. To add services to invoices:

1. Select depending on your case:

• I manually create and send the invoice. Click New on the top left, then select Invoice from the menu. You can also edit an already existing invoice.

• I use invoice templates. Navigate to Templates > Firm templates from the left menu bar, then select the Invoices  or Recurring invoices tab and click Create Template or edit an existing one.

2. Gestiona los servicios en la sección Partidas. Cuanto más detallado seas, más clara será la factura para los clientes y más útil será para el análisis de ventas. 

To manage Line items, work under the following columns:

• a. Product or service. Start typing the name of the service in the Service name field. When you click on a field, you will see your firm’s ten most recently used services. You can also specify a service that doesn’t exist by typing a new name, clicking Create service and following the instructions .

• b. Service date. Specify the date on which the services specified in the invoice were performed. In some countries, it is used to comply with laws. You can hide this column if you don’t need it. 

• c. Description. Add the description of the service. You can hide this column if you don’t need it. If the description is too long, you can split it into paragraphs by pressing Enter.

• d. Class. Select a class from the dropdown for the invoice to be sent to QuickBooks (clients will not see this field).

• e. Tax. Check the box If you need to include tax rates . You can hide this column if you don’t need it. 

• f. Rate. Specify the tariff or rate applicable to the services specified in the invoice. You can hide this column if you don’t need it. 

• g. Qty. Change if the number of services you provide exceeds one (the default value). For example, if you’re preparing past-due 1040 returns for three years, enter 3. You can hide this column if you don’t need it. 

• h. Amount. Value is specified automatically by multiplying the rate by qty. You don’t need to change the default value if you include only one service.

Click Line item to add more services. You can link as many services as needed. By clicking Discount, you can add a line with the discount .

3. Fill out the invoice or template as needed. You can see how it will be displayed using the Preview feature.

Ocultar o mostrar columnas para servicios

You can configure the columns displayed in the services line items: hide or show them. Click Settings at the top right of the Line items section and manage the checkboxes in the following columns: Service date, Description, Tax, Rate and Qty. Note that these changes refer only to the current invoice or template. 

To make the column preset apply to all invoices, not just a specific one, configure the desired ones in Settings > Billing. 

Nota

If fields (e.g., Descripción y Service date) in the line items are empty and you didn’t hide these columns, they will automatically be hidden from the invoice. There is a different logic for the Rates & Qty y Tax columns: you should hide them in Ajustes so they are not displayed in the invoice, even if the value is set to 0.

Cómo encontrar facturas con servicios específicos

You can quickly find invoices that contain specific services. Go to Billing > Invoices from the left menu bar, click Filter, select the services next to the Services filter, and click Apply. Once the filter is applied, the list of invoices is narrowed.

Actualizar servicios en facturas

You can update any service details (such as rate, description, etc.) in invoices and recurring invoices—both in those already sent (with the Unpaid status) and in templates:

• Actualizar los servicios en las facturas enviadas

• Actualizar servicios en plantillas

Update services in sent invoices

Only invoices with the Unpaid status are editable. To update their service details:

1. Click the three dots to the right of the invoice and select Edit.

2. Update the service details in the Line items section and save your changes.

If needed, you can save your changes as a new service by clicking the three dots to the right of the line item and selecting Save as new service. 

Actualizar servicios en plantillas

Puedes actualizar los detalles del servicio que aparecen como partidas en las plantillas de facturas, facturas periódicas y propuestas:

1. Start editing a service template .

2. Realiza cambios en los detalles del servicio (como tarifa, descripción, etc.) como una partida.

3. Select the Update templates checkbox.

Los detalles del servicio se actualizarán en todas las plantillas que utilicen este servicio.

Comparte

Enlace copiado