How do you add (negative) line items to an invoice?

Inspector
Contributor
Contributor

Is there a way to add (negative) line items to an invoice. 

 

Example:  I perform a home inspection for a client that includes a complete inspection of every element, part, appliance and system of the home.  Since it is not practical to list out the hundreds of separate tasks involved on an inspection invoice,  I simply charge a set fee that is all inclusive.  Occasionally I have a special request from a client that would like to save money by omitting certain items or systems from my inspection in exchange for a lower fee.  For instance a licensed plumber might not need me to inspect his plumbing system.

 

I need to add a line to the invoice that simply names the item omitted from the inspection and assigns it a negative dollar value.  Simply lowering the fee for the inspection without itemizing on the invoice creates a potential liability for me. 

 

I would like it to work something like this:

Qty 1     Full home inspection                123  Main Street USA                             $390       

Qty 1     Reduced service credit           Plumbing system not inspected             ($75)

 

                                                                                                           Total Fee:   $315

 

At this time all I can do is lower the basic fee and then write an explanation in the notes field.  This complicates things at tax time and I think it looks unprofessional!

 

I have never used invoicing software that doesn't provide for negative line items so I'm sure PayPal does.  I just can't figure out how to get it to do anything but add.

 

Can anyone help??

 

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1 REPLY 1

rgagala
Contributor
Contributor

I have a similar problem to the other person offering home inspections.  I give referral discounts and need to be able to reflect the discount on the PayPal invoice.  So far I have reduced the fee and added a line explaining it as the referral discount but that is really lame and causes challenges for returning clients.  Can anyone help?

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