Article published by : devil rawat on Monday, August 28, 2017 - Viewed 582 times


Category : Customer Service

How do I create an invoice?

In today article we will discuss about how to create an invoice for a customer. First of all we should know about what is an invoice. An invoice is an itemized bill issued by a seller listing the goods or services supplied to the buyer containing individual prices, total charges, and the terms.

Steps of How to create an invoice in QuickBooks

1.From the Dashboard in QuickBooks, click on the invoicing area and after that click on send your first invoice option.
2.After that select the customer you’re invoicing, if this isn’t a consumer you’ve entered in QuickBooks yet, then you can add her details here or just Click save to add this name to your consumer list.
3.After that selects the payment terms and then enter what you sold, If you haven’t added this service or product yet, click on add option. After that, You can enter the product or service information.
4.If you want to email the invoice to your consumer, be be sure to enter her email address and you can also preview your invoice at any time.
5.At the bottom of the invoice, click on print or preview option. Click on close option when you’re done.
6.You can also customize your invoice by click on customize and then edit current option at the bottom of the invoice.
7.After that, you can also select your logo file. QuickBooks matches the template colors of your logo. If you’d like a different color from your logo, just pick it on the image.
8.If you’d like a different look, QuickBooks also has lots of templates and you can choose from them.
9.After that select online payment option that makes it fast and easy for your customers to pay you. Click on Get set up option and then fill up a simple application.
10.After that, when you are ready to email your invoice, click save and send option.
11.After save and send option, click on save and close option.

I hope you enjoy this article, if you want more information about this article. You can call us our QuickBooks support number +1-855-441-4417. and If you have any issue related to QuickBooks then you can visit our website and get more information about it and we ensure you will definitely resolve your query regarding QuickBooks error or QuickBooks support.

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Keywords: how do i create a proforma invoice in quickbooks

By: devil rawat

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