# Invoicing **URL:** \ **Category:** T1\ **Created:** [June 19, 2015, 8:58am UTC](https://www.protaxcommunity.com/t/invoicing/421 "2015-06-19T08:58:14Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![Norman](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/norman/32/104_2.png) [@Norman](https://www.protaxcommunity.com/u/Norman)\ **Post date:** [June 19, 2015, 8:58am UTC](https://www.protaxcommunity.com/t/invoicing/421/1 "2015-06-19T08:58:14Z")
I want to use the invoicing module and charge $100 for a rental schedule. Is there a way to have it charge $100 for a husband and wife team who share the property rather than charging each spouse $100?? Would be the same for all potentially shared income amounts ---
**Author:** ![Norman](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/norman/32/104_2.png) [@Norman](https://www.protaxcommunity.com/u/Norman)\ **Post date:** [June 19, 2015, 10:00am UTC](https://www.protaxcommunity.com/t/invoicing/421/2 "2015-06-19T10:00:44Z")
Is there a way to invoice linked dependants on the joint invoice form? ---
**Author:** ![Cameron](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/cameron/32/12_2.png) [@Cameron](https://www.protaxcommunity.com/u/Cameron)\ **Post date:** [June 19, 2015, 4:04pm UTC](https://www.protaxcommunity.com/t/invoicing/421/3 "2015-06-19T16:04:32Z")
@Norman – How would you like the invoicing to work? Would you charge for both if it was a co-ownership instead of a partnership? If you charge only for one schedule, which spouse should show the charge – the spouse that owns the larger portion of the business or the “primary” spouse. Do we need to change the way it currently works or do we need to add some new flexibility to do it either way. In my previous company, the billing rules were defined by one major customer… this time around we have some flexibility to make it work the way we like. ---
**Author:** ![Cameron](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/cameron/32/12_2.png) [@Cameron](https://www.protaxcommunity.com/u/Cameron)\ **Post date:** [June 19, 2015, 4:07pm UTC](https://www.protaxcommunity.com/t/invoicing/421/4 "2015-06-19T16:07:33Z")
> [@Norman](#): > > Is there a way to invoice linked dependants on the joint invoice form? We (or you, if inclined) could create a “Family” invoice that would include the linked dependant returns. We’ve had a few requests for this but not tons… what does the community think? Has anyone created one already? ---
**Author:** ![james1](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/james1/32/47_2.png) [@james1](https://www.protaxcommunity.com/u/james1)\ **Post date:** [June 19, 2015, 5:05pm UTC](https://www.protaxcommunity.com/t/invoicing/421/5 "2015-06-19T17:05:50Z")
I do not use the invoicing that much, I just place my price for the return(s) in and prepare the invoice which includes the dependents if they are applicable. ---
**Author:** ![BertMulderCGA](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/bertmuldercga/32/42_2.png) [@BertMulderCGA](https://www.protaxcommunity.com/u/BertMulderCGA)\ **Post date:** [June 19, 2015, 7:12pm UTC](https://www.protaxcommunity.com/t/invoicing/421/6 "2015-06-19T19:12:45Z")
I do not use the ‘invoicing’, as such. I merely use the billing schedule, and create my own invoice based on that in Quickbooks. ---
**Author:** ![matthew](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/matthew/32/85_2.png) [@matthew](https://www.protaxcommunity.com/u/matthew)\ **Post date:** [June 19, 2015, 8:49pm UTC](https://www.protaxcommunity.com/t/invoicing/421/7 "2015-06-19T20:49:06Z")
Our office is similar to James. We don’t do separate invoices for spouses or dependents; it all goes on one. And like James, we don’t use the billing schedule we just enter the amount we are going to bill. ---
**Author:** ![Arliss](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/arliss/32/52_2.png) [@Arliss](https://www.protaxcommunity.com/u/Arliss)\ **Post date:** [June 19, 2015, 9:07pm UTC](https://www.protaxcommunity.com/t/invoicing/421/8 "2015-06-19T21:07:44Z")
> [@Norman](#): > > I want to use the invoicing module and charge $100 for a rental schedule. Is there a way to have it charge $100 for a husband and wife team who share the property rather than charging each spouse $100?? > > Would be the same for all potentially shared income amounts I currently add a discount on each return in those situations. Everyone loves a discount. 😍 ---
**Author:** ![dennis](https://avatars.discourse-cdn.com/v4/letter/d/e56c9b/32.png) [@dennis](https://www.protaxcommunity.com/u/dennis)\ **Post date:** [June 19, 2015, 9:59pm UTC](https://www.protaxcommunity.com/t/invoicing/421/9 "2015-06-19T21:59:30Z")
I would appreciate the family invoice, as well as the option to not invoice the spouse on a partnership business statement. ---
**Author:** ![Cameron](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/cameron/32/12_2.png) [@Cameron](https://www.protaxcommunity.com/u/Cameron)\ **Post date:** [June 24, 2015, 4:28am UTC](https://www.protaxcommunity.com/t/invoicing/421/10 "2015-06-24T04:28:32Z")
> [@Norman](#): > > I want to use the invoicing module and charge $100 for a rental schedule. Is there a way to have it charge $100 for a husband and wife team who share the property rather than charging each spouse $100?? Just to follow up on this I have started working on some improvements here, the results of which you’ll see before September, and maybe as early as July. One side effect of this work is that you’ll have a new filter in the index view to show all shared forms and schedules. Is this of any use? ~ Cameron ---
**Author:** ![Norman](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/norman/32/104_2.png) [@Norman](https://www.protaxcommunity.com/u/Norman)\ **Post date:** [June 24, 2015, 8:39am UTC](https://www.protaxcommunity.com/t/invoicing/421/11 "2015-06-24T08:39:24Z")
Thanks Cameron A major step in the right direction. I’d still like a single invoice for all linked taxpayers but I can work with this ---
**Author:** ![james1](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/james1/32/47_2.png) [@james1](https://www.protaxcommunity.com/u/james1)\ **Post date:** [June 24, 2015, 1:01pm UTC](https://www.protaxcommunity.com/t/invoicing/421/12 "2015-06-24T13:01:19Z")
> [@Cameron](#): > > One side effect of this work is that you’ll have a new filter in the index view to show all shared forms and schedules. Is this of any use? Personally, I am not sure this is of much use to me; however, I also do not see any drawbacks to it as well ---
**Author:** ![walt](https://avatars.discourse-cdn.com/v4/letter/w/71e660/32.png) [@walt](https://www.protaxcommunity.com/u/walt)\ **Post date:** [June 26, 2015, 12:54pm UTC](https://www.protaxcommunity.com/t/invoicing/421/13 "2015-06-26T12:54:49Z")
I also just show a discount on one of the spouses. Would like to see some Invoice reports? ---
**Author:** ![jglass](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/jglass/32/723_2.png) [@jglass](https://www.protaxcommunity.com/u/jglass)\ **Post date:** [February 3, 2016, 3:24am UTC](https://www.protaxcommunity.com/t/invoicing/421/14 "2016-02-03T03:24:05Z")
I would love this. I’m struggling though creating one in preparation for this tax season. Will share if someone would find it of use. ---
**Author:** ![jim\_burch](https://avatars.discourse-cdn.com/v4/letter/j/c89c15/32.png) [@jim\_burch](https://www.protaxcommunity.com/u/jim_burch)\ **Post date:** [February 3, 2016, 9:05pm UTC](https://www.protaxcommunity.com/t/invoicing/421/15 "2016-02-03T21:05:46Z")
Last year with Cameron’s help, I created a custom invoice that lists appropriate schedules and shows amounts for particular ones. We only do one invoice per couple and the one major thing it won’t do automatically is to show a partner’s forms on the invoice. If people want to reciprocate, we would share ours. ---
**Author:** ![walt](https://avatars.discourse-cdn.com/v4/letter/w/71e660/32.png) [@walt](https://www.protaxcommunity.com/u/walt)\ **Post date:** [March 7, 2016, 2:43pm UTC](https://www.protaxcommunity.com/t/invoicing/421/16 "2016-03-07T14:43:24Z")
Charge shows up on both spouses and discount is reflected on one. Easy to explain to client. I would like to see reports generated from our invoicing. ---
**Author:** ![mjeconsulting](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/mjeconsulting/32/253_2.png) [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\ **Post date:** [March 10, 2016, 3:06am UTC](https://www.protaxcommunity.com/t/invoicing/421/17 "2016-03-10T03:06:44Z")
Hi Jim\_burch, if you don’t mind sharing your custom invoice I would gladly like to see it. ---
**Author:** ![patrick](https://avatars.discourse-cdn.com/v4/letter/p/b2d939/32.png) [@patrick](https://www.protaxcommunity.com/u/patrick)\ **Post date:** [March 10, 2017, 2:51pm UTC](https://www.protaxcommunity.com/t/invoicing/421/18 "2017-03-10T14:51:42Z")
Just wondering what the status of family invoicing is? I would also like to be able to have an invoice that included the work done on all linked returns. ---
**Author:** ![Elizabeth](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/elizabeth/32/2588_2.png) [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)\ **Post date:** [March 13, 2017, 7:27pm UTC](https://www.protaxcommunity.com/t/invoicing/421/19 "2017-03-13T19:27:48Z")
You’ve inspired me. Just working on this now. If I can get it done in the next day or so, would you care to take a look and see what you think? I can send you a template file prior to the next release to try it out… ---
**Author:** ![patrick](https://avatars.discourse-cdn.com/v4/letter/p/b2d939/32.png) [@patrick](https://www.protaxcommunity.com/u/patrick)\ **Post date:** [March 14, 2017, 2:16am UTC](https://www.protaxcommunity.com/t/invoicing/421/20 "2017-03-14T02:16:43Z")
Thanks so much for the offer, @Elizabeth ! I will be glad to take you up on it. Let me know what you need from me. [Next page](https://www.protaxcommunity.com/t/invoicing/421.md?page=2)