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Is there any way to add charges to the invoice that will rollover into the next year?

Level 1

Hello Community,

 I am reaching out to the community board to see if anyone knows how to add charges throughout the off season that will roll over to the following year lacerte. Our issue is that we have lots of people who call on the offseason with tax question. At times we spend 30-45 minutes on the phone with them so we would like to charge them for our time, but do not want to send small invoices we just want to add it to their next years tax return. 

Any tips or suggestions on this matter will help.

Please and Thank you very much for your time.

R. Peterson

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1 Comment 1

Additional Charges (Screen 5.1) carryover.

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