Here is how you can easily create an invoice as per your requirement in QuickBooks:
Creating an invoice is one of the most useful features of QuickBooks accounting software. Invoices enable you to record sales transactions from those clients who make a partial payment or take your product or service on credit at the time of sale. This feature assists you to track and manage your accounts receivable. Depending on your transaction with a business client, you can choose to generate an invoice in QuickBooks in multiple ways.
In order to understand the steps to create an invoice in QuickBooks desktop you can checkout the following video where you can learn the ins and outs of creating and sending invoices in your QuickBooks desktop:
You can also read the article ahead and find out the steps to create an invoice in QuickBooks. However, for any sort of technical assistance, you can contact our QuickBooks support team via our toll-free number i.e. 1(844)521-0490. Our experts and certified accounting professionals will be there to assist you in a single call.
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Benefits of creating invoice in QuickBooks
The benefits of creating an invoice in QuickBooks are as follows:
- Maintaining records of sale
- Payment tracking
- Legal safety
- Simple tax filing
- Business data
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Steps to create an invoice from the beginning
If your company has no requirement to create sales orders or estimates, your Accounts Receivable flow chart in QuickBooks begins with creating the invoice.
- Go to the Home screen or the Customers menu and select Create Invoices.
- From the Customer Job drop-down, tap on a client or client work. In the event that the client or job isn’t showing on the list, you can choose Add New.
- Fill in the important data such as the Date Invoice number, Bill to/Sold to, and Terms at the top of the form.
- In the detail segment, select the item/s. Please note that when you select or include an item, the depiction and sum are consequently populated dependent on the description and unit cost entered when it was set up. You can either delete or edit this when creating invoices.
- This step is optional and can be included if you want to create a discount item and apply for a discount.
- From the Home screen, navigate to the Lists menu.
- Choose the Item List.
- Right-click anywhere on the screen and select New.
- Tap on the Type drop-down and select Discount.
- Put in an Item Name/Number and a short Description.
- In the Amount or percentage segment, enter the appropriate number. If your discount amounts vary, you can choose to leave the Amount or % field blank and include the amount directly on your sales forms.
- From the Account drop-down, select the income account you wish to use to track discounts you offer to your customers.
- Choose a suitable Tax Code for the item.
- Select OK.
- At the end, select Save and Close.
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Steps to create an invoice for a Sales Order
If you have produced a sales order and fulfilled it, you would require generating an invoice. You can do that in two ways:
Creating an invoice from the Sales Orders window:
- Go to the Sales Orders main tab and choose the Create Invoice button.
- Now, the prompt that shows up, choose:
- Choose “Create invoice for all of the sales order(s)” if you want to add all items/services from the sales order to the invoice.
- Choose “Create invoice for selected items” if you have to enter only some of the items/services on the invoice.
- Do the required modifications in the Invoice. Please note that in the list of items, you type a quantity in the To Invoice or Invoiced column for every item. Enter 0 as the quantity for item (s) you don’t want to invoice.
- Select Save and Close.
Creating an invoice from the Invoice window:
- Open the QuickBooks Home screen or the Customer menu and select Create Invoices.
- Select a customer or customer job from the Customer: Job drop-down. Next, the available Sales Order window would appear.
- Tap on one or more sales orders with items you want to add in the invoice.
- Make the mandatory changes in the Invoice. Please note that in the list of items, you type a quantity in the To Invoice or Invoiced column for every item. Enter 0 as the quantity for item (s) you don’t want to invoice.
- Select Save and Close.
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Steps to create an invoice for an Estimate
After your client has accepted your estimate and conceded to pay a fixed amount than the actual time and costs, you can generate the complete estimate into an invoice.
Creating an invoice from the Estimate window
- Get the correct estimate.
- Open Create Invoice tab from the top of the Estimate form.
- If the progress invoicing is turned on in your QuickBooks Desktop, you may receive a prompt asking what items and quantities to include on the invoice. Specify what items/services you want to add as prompted.
- When the invoice shows up, edit the information as per your requirement.
- Select Save & Close.
Creating an invoice from the Invoice window
- Open the QuickBooks Home screen or go to the Customer menu, and select Create Invoices.
- Select a customer or customer job On the Customer: Job drop-down and the available Estimates window would show up.
- Select the estimate you want to add in the invoice. Please note that QuickBooks accounting software will let you select one estimate to invoice. Also, if the progress invoicing is turned on, you may receive a prompt asking the items/services and other components you want to include on the invoice. You can easily specify what to add as prompted.
- When the invoice shows up, edit the information as per your requirement.
- Select Save & Close
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To Wind Up!
We hope that you find this article helpful in creating invoices in your QuickBooks for your requirements. In case you require any further assistance, please call our 24×7 QuickBooks enterprise support Team. You can simply ring up at our toll-free number i.e. 1-844-521-0490.
We are a hub of experts and certified accounting professionals who work round the clock to provide the best possible support services to all sorts of QuickBooks errors. Thus, feel free to call us anytime and speak to our experts and they will clear all your clouds of confusion.
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