We understand you would like to change the Income account of the Items in the Invoices. By default, when you create the Item you will be asked to choose a Sales account. Whatever account is selected here, the same will be associated to the Invoice when you add this Item in the Invoice creation page. For any on-the-fly items, by default the Income account will be 'Sales'. You can also change these accounts by clicking on the blue three dotted icon beside the line item table > Add additional information> Change the Account. Kindly refer the screenshot attached for your reference.
Hope this helps. Do get back to us at support(at)zohobooks(dot)com if you have any further queries on this.
Hi Sara, thanks for your comment. By any chance I can change the default account? In our case, everything is going to Others instead of the general ‘Sales’ account.
We request you to go to the "Items" module and check which Income Account under 'Sales information' is associated at the Item level. If the 'Others' account is chosen at the Item level, the same will be used when you raise an Invoice for this Item.
If you edit the Item and change the Income Account now, the future Invoices you create for this Item will be reflected under the new Income account.
If you would also like to update the Income account for your past Invoice transactions, from 'Others' to the 'Sales' account, you can make use of the 'Bulk update' feature under the 'Accountant' module. This will bulk update the transactions from one account to another.
If you still have queries on this flow, please drop an email to support(at)zohobooks(dot)com for us to look into this further.
Hi ... I have a similar issue to the one reported above, but my issue is around invoices created from timesheet entries. They are also defaulting to the 'Sales' income account and I want them to default to a different income account called 'Contract Services'. How do I do this ?
We currently don't have the option to assign default accounts to projects for invoice creation. We have made a note of your request and we'll let you know if we come up with the update.
For now, we request you to change the accounts of the timesheets at invoice-level. Click the ellipses icon next to the line items and select the required account. (View the screenshot attached)
Feel free to write back if you have any questions.
There is still not a less time consuming process to achieve this request? I'm a QB desktop convert and this seems like an easy mapping fix. Either we can add it to the tasks or project? Can each user adding billable time be assigned to an income account?
I don't want to assign the account to every line item of an invoice. We also have to assign a custom tag for all line items and not the entire invoice.
What are the other resolutions?
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Hello there,
We currently don't have the option to assign default accounts to projects for invoice creation. We have made a note of your request and we'll let you know if we come up with the update.
For now, we request you to change the accounts of the timesheets at invoice-level. Click the ellipses icon next to the line items and select the required account. (View the screenshot attached)
Feel free to write back if you have any questions.
Regards,
Divya R
Zoho Cares