Rustler’s Quickbooks Tips

I have a situation where a school orders from me and the district is billed and pays. Multiple schools in one district.

When I set up the customer, I name it with the district-name-school-name. In the bill to address is the district billing address. In the ship to address is the school address (this is on a sales order). From the sales order I use a dymo label maker to print the shipping label, then convert the sales order to an invoice.

On the invoice screen I select packing slip and print it, then select invoice and print it and then save it as a pdf (paper less records) as well as saving it in QB. Both the packing slip and the invoice have the purchase order numbers on them.

Pack and ship the items, send the invoice in the mail. At the district end they see the district name and the school name so they know where the item was shipped to.

Often when I get a check it is for several invoices for several schools. Since the check stub they send itemizes the invoice numbers, I receive payments against each school invoice and put the check number in the block for it. The total of the invoices received against equals the total of the check.

Works in my situation, might work in yours.