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This chapter is from the book

This chapter is from the book

Creating an Invoice

The invoice is the basic form you use to charge your customers for goods and services. Invoices include detailed lists of all items that you charge to a customer. There are several types of invoice forms available in QuickBooks. Choose the form that best suits the type of business you do. You can use the invoice form as a document that you give or send to your customers, or you can use the form purely for internal purposes, to record sales that occur in your company.

  • orange_circle_1.gif Select Customers, Create Invoices.
  • orange_circle_2.gif Select a customer and, if applicable, a job from the Customer:Job drop-down list.
  • orange_circle_3.gif Verify that the date is correct, making any necessary changes.
  • orange_circle_4.gif Click the Template drop-down menu if you want to choose a different style of invoice.
  • orange_circle_5.gif Enter the terms that apply to this customer.
  • orange_circle_6.gif Enter each of the items that this customer is purchasing, along with quantities and rates. (The rates might appear automatically, depending on how the items are entered in your records.) The Amount column is automatically calculated.
  • orange_circle_7.gif Check To Be Printed or To Be E-mailed. Otherwise, the invoice will be added to the queue to print later.
  • orange_circle_8.gif Select a save option.
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