Become a Pro at Creating Invoices in QuickBooks
- ron son
- May 20
- 3 min read
To run a business, it is essential to keep records of the customer’s payment, and here the concept of invoice arises. Invoices are created based on the type of transaction. It is used to record payments made by the customers at the time of sale, no matter if it’s a little or half of the amount. The procedure for creating invoices in QuickBooks permits you to keep track of receivable accounts. One common obstacle is when QuickBooks Save As PDF is Not Working, which can prevent the timely sharing of reports with clients or accountants. Let’s go into the depths of the blog to learn more about invoices and how to create them.
However, if you feel creating invoices is difficult, this blog will assist with the best methods to do so. In case you don’t want to do it your own, give a ring to our +1.833.802.0002 and let professionals do it for you.
Top Ways for Creating Invoices in QuickBooks
Here are some different strategies shared by the experts to create invoices. Let’s have an overview of this section:
Step 1: Create an invoice from scratch
Head to the Home screen.
Alternatively, choose the Customers menu.
Tap Create Invoices.
Hover over the Customer.
Go to the job drop-down.
Choose a customer or a customer job.
If there is no customer or the job given in the list, it becomes essential to tap on Add New.
You are required to enter details including the Date, Invoice number, Bill to/sold to, and Terms.
Move to the detail area.
Click the item/s.
Note: When you add an item, its description and amount are automatically filled in based on the original setup. You can edit or remove these details while creating the invoice.
Hover over the Home screen.
Choose the Lists menu.
Pick Item List.
Right-click anywhere.
Click New.
Click the Type drop-down.
Choose Discount.
Enter an Item Name/Number and a brief Description.
Traverse to the Amount or % field.
Enter the discount amount or percentage.
Note: You can leave the Amount or % field blank if the discounts account differs. Enter the amount directly on your sales forms.
Propagate to the Account drop-down.
To track the discounts you have provided to the customer, you have to choose the income account.
Choose an appropriate Tax Code for the item.
Pick OK.
Click Save & Close.
Step 2: Create an invoice for a Sales Order
Here, you are given two ways to create it:
From the Sales Orders window
Hover over the Sales Orders main tab.
Choose the Create Invoice button.
Pick from the following when a message appears:
Select the Create Invoice option for all sales orders to include every item from the sales order in the invoice..
To place some items you want on the invoice, choose the Create invoice options for selected items.
Make the changes required in the Invoice.
Tap Save & Close.
Recommended To Read: How To Fix Unrecoverable Error in QuickBooks desktop?
From the Invoice window
Hover over the Sales Orders main tab.
Choose the Create Invoice button.
Hover over the Customer.
Go to the job drop-down.
Choose a customer or a customer job.
You will see the available Sales Order window.
You are required to pick one or more sales orders containing items that need to be included in the invoice.
Make the changes required in the Invoice.
Tap Save & Close.
Wrapping It Up
At last, this blog covers all the essential steps that need to be implemented for creating invoices in QuickBooks. If you further need expert guidance, don’t wait to contact a professional. To do so, dial +1.833.802.0002.
Read Also: How To Fix QuickBooks Error 6177?
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