Creating an invoice is one of the most important documents needed for a business. It is an important part for the user to manage the cash flow in the right manner, in case the user is running a business. This can save the money and ease the process of invoicing by using QB. Invoices assist the user in managing the accounts receivable. QuickBooks accounting software has a feature to create invoice in QuickBooks desktop and the document is given to the buyer by the seller to collect the payment.
The user must know the process to create an invoice in QuickBooks. If you are interested in knowing the process, then make sure to read the post carefully. Or you can also contact our QuickBooks enterprise technical support team, and let them carry out the process for you.
Easy Steps to create an invoice in QuickBooks
In order to create an invoice n QuickBooks, the user can carry out the steps below:
- First of all, the user needs to select the create invoices option.
- And then, from the customer job drop down, the user needs to select a customer or customer job. Or in case it is not spotted, then select add new.
After that, fill in the information in the form like the bill to/sold to, date invoice #, and terms.
The next step is to select items.
Also, to apply for a discount, the user needs to create a discount item.
Move to the lists menu.
And then select the item list.
The user will then have to right click on the system and select new.
Choose the type drop down and select the discount option.
Add an item name and also give a brief description.
Add the discount percentage.
Choose income account to track discounts.
Select the right tax code for the item.
Select ok.
- The last step is to select save and close
With this, we come to the end of this post, where we hope that the information shared in above might be of some help in creating an invoice in QuickBooks. In case of any query, call us right away at +1800-761-1787, and let our QuickBooks desktop support experts carry out the process on your behalf.