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How to Create an Invoice In QuickBooks

Itโ€™s not a surprise that within a short span of time, the QuickBooks accounting software has become one of the most sought after application for businesses. It has indeed helped businesses streamline their accounting activities and gain desired efficiency. Sales Invoicing is an important feature embedded in Create An Invoice In QuickBooks. With this, businesses can create both service and product invoices with ease. They can keep an efficient track of what their customers are purchasing, when payments are due and how much to receive from them.

If you are fairly new to QuickBooks and are yet to create your first invoice in QuickBooks, we have it covered. Simply go through this blog. Here, we will tell you from scratch, about how to create an Invoice in QuickBooks and other related matters.

What is Invoicing?

A receipt for a transaction between one customer and a vendor that specifies what was purchased and how much of it is owed is known as an invoice. We’ve introduced a few bells and conveniences to make documents easier 5000 years after Sumerians established receipts, Create An Invoice In QuickBooks but most of that hasn’t changed.

Invoices, like most receipts, are sent by a merchant to a client for goods or services that were already obtained. However, except for a hotel bill, receipts do not have to be paid right away. They’re utilized for payment processing involving suppliers and customers who have a relationship with one another.

Letโ€™s proceed then!

Create An Invoice In QuickBooks Online

Here is a step-by-step procedure on how to create an invoice in QuickBooks:-

Total Time: 30 minutes

Step 1: Create your First Invoice

Create your First Invoice

๐Ÿ‘‰ Open QuickBiiks
๐Ÿ‘‰ Navigate to your Dashboard
๐Ÿ‘‰ go to the Invoicing area
๐Ÿ‘‰ Click on Send your first invoice

Step 2: Choose the Customer to Invoice

If the customer you want to invoice is yet to be entered into QuickBooks, you can add his/her details Create An Invoice In QuickBooks. Click Save to add the customer name to the Customer List.

Step 3: Specify the Payment Terms

From the drop-down menu , select your preferred payment duration for the customer. For example , specifying NET 30 would mean that the customer will need to pay within 30 days of the date of invoice:-

Step 4: Enter the Product/Service Description

Enter the Product/Service Description

Click on the Add button to enter the information of the product/ service to sell:-

Step 5: Email the Invoice to the Customer

Enter the email id of the customer:-

Enter the email id of the customer:-

Step 6: Preview the Invoice

๐Ÿ‘‰ Navigate to the bottom of the invoice
๐Ÿ‘‰ Click on Print or Preview.
๐Ÿ‘‰ Click on the Close tab after you have viewed your invoice before printing.

Step 7: Customize the Invoice

You can customize the look of your invoice as per your preference. To do this,
๐Ÿ‘‰ Click Customize
๐Ÿ‘‰ Navigate to the bottom of the invoice and click on Edit Current

Step 8: Select and add your Logo

๐Ÿ‘‰ Browse to select your logo file.
๐Ÿ‘‰ QuickBooks will match the colors and template of your logo. You can also choose a different color if you like.

Step 9: Change the Template of the Invoice

How to Create an Invoice In QuickBooks

If you would like to have a different look in your invoice, you can choose from a plethora of templates in QuickBooks. To do this, navigate to the left of the invoice. Then select your preferred templates for the invoice. Save the invoice, once done.

Step 10: Set up the Procedure for Online Payments

set up the procedure for online payments

Many customers prefer the convenient option of online payments . to set up the online payment mode , click on the Get set up tab and fill in a simple application.

Step 11: Send the Invoice to the Customer

Click the Save and send button

Creating an Invoice from the Sales Orders Menu

A sales order is a business instrument that confirms the transfer of merchandise in a specific incident and is generated by a seller and provided to a client. The sale is detailed in the paperwork, which includes the amount, value, and quantity of almost any products or assistance traded.

Sales Orders Menu

It can include details on the fulfillment time, mailing address, mode of funding, and any other details about the sale’s parameters and operations Create An Invoice In QuickBooks. A sales order is an official publication that the seller creates and keeps on file. This enables businesses to keep account of the transactions they complete.

Here are the steps to create an invoice from the sales orders menu in QuickBooks Desktop:

  • Go to the Create Invoice button from the Sales Orders menu.
  • Select one of the following two options.
  • Create invoice for all of the sales order(s): this option takes all the items from the sales order and adds them to the invoice.
  • Create invoice for selected items: this option enables you to select the items from the Sales Order that you want to include in the invoice.
  • Edit the data in the invoice according to your own preferences. Also enter the Quantity in the list items if you need to.
  • Click on Save and Close.

Do I Have to Mention Tax on the Invoice?

It’s critical that your bill specifies if it contains GST, VAT, or other taxes. If a business imposes this levy, you need to provide an official receipt that shows clearly the sum owed.

Final Words!

However, if thereโ€™s no tax applicable on the invoice, then you need to clearly state that no tax is applicable on this receipt. It is essential that you create invoice templates that already include such information so that you wonโ€™t find your self in a legal problem in the future.

In the discussion above, we have shown you the step-by-step procedure of Create An Invoice In QuickBooks. If you are still experiencing any difficulties in carrying out the above-mentioned steps or if you have any more queries, we would recommend you to speak to some of the authorized QuickBooks Live Chat experts.


Frequently Asked Questions

How to Void an Invoice in QuickBooks?

Please follow the steps below:
๐Ÿ‘‰ Go to the QuickBooks homepage
๐Ÿ‘‰ Click the โ€˜Create Invoiceโ€™ button
๐Ÿ‘‰ From the list of transactions made, click and open the particular invoice you want to void
๐Ÿ‘‰ Click โ€˜Editโ€™ from the menu bar
๐Ÿ‘‰ Go to the bottom and check the option to โ€˜Deleteโ€™ or โ€˜Voidโ€™.
๐Ÿ‘‰ Click on the โ€˜Voidโ€™ button
๐Ÿ‘‰ Click the tab named โ€˜Save & Closeโ€™ to apply your changes.

What is a Purchase Order?

A purchase request is denoted by the letters “PO.” A commercial invoice is an agreement involving a purchaser and a vendor to acquire whatsoever products or solutions are indeed being purchased. If a local Starbucks decides to buy five cases of cappuccino from their preferred manufacturer, they may submit a requisition at the time of the transaction, and the vendor will send a bill once the java is received. In practice, the vendor issues a bill, whereas the customer issues a purchase order.

Is there any Difference Between Making An Invoice Void and Deleting An Invoice In QuickBooks?

When you opt to delete an invoice in QuickBooks, all the information related to the invoice (customer name , invoice number) gets erased from the system. The invoice gets deleted permanently from the QuickBooks Company File. on the other hand, when you โ€˜voidโ€™ an invoice in Quick Books, you simply make the invoice amount nil or zero. In โ€˜voidโ€™, all the other invoice information remains very much intact in the system. You can use this information later on. The important point in โ€˜voidโ€™ is that here, you prevent the concerned payment from being realized by QuickBooks.

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