I have been using QB for quite a while now, and have realized that I need to correct my monthly billing process. I now have QB 2003 Pro.
We do our services on an annual contract basis that requires a percentage of the entire contract as a deposit with equal monthly payments for the remainder of the contract. But I want the remaining invoices to be in a "Progress" form (ie: from spring to summer to fall to winter). When I created the invoices & memorized them for bi-monthly billing cycles I didn't realize that each month they weren't "progressing". So now I don't know how much has been billed for each item.
I originally set up 2 different memorized groups (1st of the month & 15th of the month). Then I created the invoice using progress at a % rate to cover the % deposit (and applied the deposit to the appropriate item or items), memorized the invoice to the appropriate group, & "cleared" the invoice for each new customer. Then when billing week hits, QB askes me if I want to automatically enter the transactions in the group. I say Yes, then I go into each customers invoice make the change (in the memo field) for the next "Inv #__ of __, save & close, then print all invoices for that period.
First, can I go back & change the progress amounts in the past invoices?
Second, any suggestions on how to make a/r invoices memorized but "progress" each on a monthly basis.
I'm sure I already know how to do this, but I just don't understand why I am not getting this????
Thanks for any and all help!!
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