Creating an invoice and filling in header fields


show more Creating an invoice and filling in header fields provides you with in-depth training on Business. Taught by Bonnie Biafore as part of the QuickBooks Pro 2010 Essential Training show less
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Creating an invoice and filling in header fields

When you first create an invoice for a customer, the Create Invoices window looks like you have a lot fill in. But QuickBooks can actually pull information from your customer's record like the customers address, the payment terms you've given them and the sales tax they have to pay. It also gets info from item records to fill in the invoice table too. To get started, we're going to learn how to create an invoice, filling in the fields at the top of the form and then saving it. To create an invoice, on the homepage, click Create Invoices.

If you use QuickBooks Premier, and turn on Time Tracking, the Create Invoices icon actually displays two commands, Create Invoices and Invoice for Time and Expenses. Here we just click Create Invoices. In the Customer Job dropdown list, choose the customer or job that you're invoicing, Bill Bond in this example. QuickBooks fills in the Bill To box with the customer's name and address from the customer record. QuickBooks fills in the date ...

Creating an invoice and filling in header fields
Video duration: 2m 55s 3h 45m Beginner

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Creating an invoice and filling in header fields provides you with in-depth training on Business. Taught by Bonnie Biafore as part of the QuickBooks Pro 2010 Essential Training

Subject:
Business
Software:
QuickBooks
Author:
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