As you may remember, we added your terms to QuickBooks earlier in this course. Number box.Įnter the payment terms by choosing the payment terms from the Terms drop-down list. If there is a purchase order that goes with this invoice/order, enter it in the P.O. If you need to adjust the Bill To address, do so in the Bill To box. If you want, enter an invoice number in the Invoice # box. Įnter a date for the invoice by going to the Date text box. You can also select the job by using the Customer: Job drop-down. To start, find the customer that you want to invoice. You can click the Hide History arrow to the left of the customer's name to close the panel.
However, when you select the customer you want to invoice, you will see the open balance, recent transactions, or notes. Before you create the invoice, that panel will be blank. In addition to the tabs, there's also an informational panel. You will notice that they each contain buttons that allow you to do tasks pertaining to the invoice you are creating. Take a minute to click on each of these tabs. These tabs are Main, Formatting, Send/Ship, and Reports. You will see four tabs at the top of the window. When you do this, a blank invoice form opens up. Now, either press CTRL+I or click the Create Invoice icon in the Customers section on the Home page. Service invoices are less complicated, and if you learn to do a Product Invoice, you will be able to easily create a Service Invoice. Just please note that we're going to teach you how to create a Product Invoice in this lesson. You are going to love this lesson because it's so easy compared to the others.
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