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Invoice is a document that is generated when the customer initiates a purchase of product or service and proposes to make full payment of the same at a later decided date. In such case, user can generate the invoice in the accounting software - QuickBooks. This document basically consists of details regarding the customer and the product / service bought by them as well as the money owed by the customer to the company.
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Invoice is a document that is generated when the customer initiates a purchase of
product or service and proposes to make full payment of the same at a later decided
date. In such case, user can generate the invoice in the accounting software -
QuickBooks. This document basically consists of details regarding the customer and the
product / service bought by them as well as the money owed by the customer to
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Create an Invoice in QuickBooks
needs to open the software, navigate to ‘Customer’ tab from the main menu bar and
then select the option of ‘Create Invoices’ from the next down menu.
In order to generate a new fresh invoice in the QuickBooks software user
clicking on the ‘Template’ tab located in the right side of the invoice screen in the
upper part. This will accord user to pick and choose an invoice template meeting
most of the needs of the customer.
In case the user wishes to try different types of templates, they can do so by
provided in complete detail for which the user can select the option of Customer Job
from the menu (drop-down) in order to select the customer from the list of
customers already filtered.
Initially when an Invoice is created in QuickBooks, customer information is to be
User can go for alternate details listed under Bill To and Ship To fields under
earlier for the same will be filled out automatically in the form in the correct fields. In
case the user wishes to type in the required details manually then they will need to
provide sales terms from the drop down menu of Terms while Sales Tax Code and
Sales Tax Rate need to be provided under Customer Tax Code and Customer Tax
Rate drop down respectively.
Once the user has selected the customer from the given list, the details input
invoice will be set against the Date field which will make the ‘Invoice #’ increase
itself on its own to next number of the Invoice available.
once complete information of the customer has been filled in, date of the
be noted down. For this user needs to click on the preferred option from the ‘Item’
column under each row employed for line item.
Next step is to provide information for all the items purchased and needed to
List’. This list basically utilized while managing goods and services, subtotals, discount
and sales tax lines.
The options displayed under the drop down list are generated from the ‘Items
for which details will be provided against field ‘Qty’for quantity and ‘Rate’ for rate of
Next specify the information regarding the quantity and rate of items purchased
the user accords both rate and quantity apart then amount is calculated on its own.
User can also opt to provide amount information under ‘Amount’ field. In case
the Ribbon at the top of the window.
To print the invoice later, check the ‘Print Later’ checkbox in the ‘Main’ tab of
Close’ button. Alternatively, to save the invoice and leave the window open, click the
‘Save & New’ button.
To save the invoice and close the window when finished, click the ‘Save &
Once the invoice is generated in the software an automatic record is created by the
software under the Accounts Receivable section. In case the user wishes to view how
much is owed they can do so by going through Chart of Accounts sections. If there
is any issue with the steps above and the user face problem in creating the Invoice,
they should immediately connect with the QuickBooks customer support team set up
by Intuit. Suppose the user is unable to contact the support team due to long wait,
they can try alternative support agencies like Quickbooks.support-telephonenumber.com
on their website for live chat or call on the toll free number –1844.640.1482.
Source: How do I Create an Invoice in QuickBooks?