Heh, yeah thanks again. I tend to get a little carried away sometimes. I
like to post things so that during my "playing around" time if I can't figure
it out hopefully somebody would have responded by then...which is many times
the case. Just so happens I was able to find these answers relatively
quickly.

Thanks again!

"Steve" wrote:

- quote -

=?Utf-8?B?RFJVQW5nZWxs?= <DRUAngell[at]discussions.microsoft.com> wrote on 03
Nov 2007 in group microsoft.public.money:

- quote -

Wow -- I haven't even had breakfast yet, and I've already solved five
problems!

It's good to see someone on here who can work things out. You're doing
things exactly the way I would.

I recommend you create a dummy file for experimenting. That way you won't
accidentally change something and not remember what it was before. DAMHIKT

--
Steve B.
New Life Home Improvement

Doh...I just found that too. I think I can get a handle on this now.

"DRUAngell" wrote:

- quote -

Now I see classifications...which are pretty cool. I guess I need to re-do
the way i've been organizing all of this. Problem now is I've named my
classification's something that I don't like now...and I can't figure out how
to rename them..??

"Steve" wrote:

- quote -

Actually, the PayPal account in Money seems nearly impossible to keep
balanced anyway the way PayPal does things. I think I can handle keeping
separate transactions for the fee. Not ideal, but I can live with it.

However, I do have yet another little problem hopefully you can help me
with. When I setup the item in my inventory in Money, it asks me what
category to use when it's invoiced. Well, I have separate categories for
Sales Income, including Sales Income : eBay, Sales Incom : Web Site, Sales
Income : Local, etc. This way my reports can show me exactly how much I'm
making from where...which I like.

It doesn't seem to give me that option when working with invoices. Since I
don't know exactly how that item is going to sell until it sells I simply
left the category in the inventory setup to Sales Income. Then when it gets
invoiced it shows up on the reports as Sales Income - Unassigned.

Any way to select a different category for the item upon adding it to the
invoice?

"Steve" wrote:

- quote -

hmmm...actually I can't even try that because it won't let me use expense
categories when I setup the service.

"Steve" wrote:

- quote -

Ok...that's an easy solution for that. Thanks! Now I've got one more for ya.

When I receive the payment via PayPal (which I do for about 95% of my
invoices) they take their fee, of course. Before I began playing with
invoices in Money I simply put the transaction into the register split into 3
categories: Sales Income, Shipping Paid, and PayPal Fee. The PayPal Fee
amount was a negetive amount. This accurately tracked all the PayPal fee's
that were taken and the actual amount deposited, etc.

When I'm working with the invoice this doesn't seem possible....at least not
without adding PayPal fees as a completely separate transaction...which would
be hell for balancing the account. When I click to receive money for the
invoice it doesn't give me an option to add anything like splits.

Do I need to use the same kind of technique...create a service called PayPal
Fee? That seems kind of odd becuase it's not really a service of mine at
all. Even shipping & handling could be considered somewhat of a service and
makes more sense to me there.

I guess I'll play with this and see if it works out at least, but if you
could think of anything better that'd be cool. Thanks!

"Steve" wrote:

- quote -

=?Utf-8?B?RFJVQW5nZWxs?= <DRUAngell[at]discussions.microsoft.com> wrote on
02 Nov 2007 in group microsoft.public.money:

- quote -

I would create a service named "Shipping", then add it to the invoice.
You can specify a default amount, then override it for each invoice.

--
Steve B.
New Life Home Improvement

I'd like to start using the actual inventory management features and
invoicing in MS Money. I've gotten all my inventory added and now I've just
made a sale of something that I need to create an invoice for.

I go into the invoice and add the Customer information, and during this it
asks me how I'm going to ship, which I select U.S. Mail. But that's the last
I see about anything to do with shipping.

I add my line item to the invoice which sold for $40.00. Another $45.00
needs to get added as the shipping amt (shipping to Turkey if you're curious
why so expensive). I don't see how to add this.

What I've always done in the past was simply not create invoices in Money.
I would create the single deposit transaction and then split it into 2
separate categories: Sales Income and Shipping Paid.

How am I suppose handle this with invoices? Any information would be
greatly appreciated. Thanks!