Learn How to Create Invoices in QuickBooks desktop with the help of QuickBooks Support

Learn how to create invoices in QuickBooks

With the help of this article, QuickBooks support will help you to keep a track of your receivable accounts. There are various customers who make no or partial payment during sales. In that case, creating an invoice can be used to record sales transactions for those customers. Invoices can be made in different ways in QuickBooks desktop, depending upon the transaction with the customer.

If you are getting an error creating invoices, contact QuickBooks Support team @ 1 (877) 227 2303.

Creating an invoice from scratch

You can start creating the invoice if it is not required to create a sales order or estimate in your business.

  1. From the Customers menu, click on Create Invoices.
  2. Select a customer or customer job From the Customer: Job drop-down. You can add a new customer or job if it is not listed in the drop-down that appears.
  3. Fill the required information of the form including Date Invoice #, Bill to/sold to and Terms.
  4. Select the item in the details area. Note: the description and amount are automatically populated once an item is selected or added. The description and unit cost entered will also be considered. It can be deleted or modified at the time of invoice creation.
  5. There is a need to create a discount item if you wish to apply discount. Follow the steps to create a discounted item.
  6. Go to the list menu from the home screen.
  7. Click on Item List.
  8. Right-click on the screen and click on New.
  9. Select Discount from the type drop-down.
  10. Fill the Item Name/Number and add a brief Description.
  11. Enter the appropriate discount amount or percentage. If your discount amounts vary, you can leave the field blank and enter the discount directly on the invoice form.
  12. To track the discount to be offered, choose the appropriate income account From the Account drop-down,
  13. Choose a tax code for the item.
  14. Click on OK.
  15. Click on Save & Close to save the details.

Using sales order to create invoices

You need to create a sale invoice if you have created and fulfilled a sales order. You can create the invoice in two ways:

Creating invoice From the Sales Orders window

  1. Click on the Create Invoice button available on the main tab.
  2. A prompt will appear on the screen,
  • Choose to create an invoice for all of the sales order(s) if you want to add all the items from the sale order.
  • Choose to create an invoice for selected items if you want to add selected items from the sale order to the invoice.
  1. Edit the invoice if you want to make any changes.

Note:  enter a quantity for each item in the To Invoice column. Put zero in the quantity for the item that you don’t want to include in the invoice.

  1. Click on Save to make the changes & then Close.

Creating invoice From the Invoice window

  1. Go to the QuickBooks Home screen or click on the Customer menu and select Create Invoices.
  2. Select a customer or customer job from the Customer: Job drop-down.
  3. A sales order window will appear. Choose the appropriate sales order that has the items to be included in the sale invoice.
  4. Edit the invoice if required.

Note:  enter a quantity for each item in the To Invoice column. Put zero in the quantity for the item that you don’t want to include in the invoice.

  1. Click on Save & Close.

Creating an invoice for an estimate

When a customer agrees to pay the amount created on your estimate, you would be required to turn the estimate into an invoice. It can be done in two ways:

Creating invoice using the Estimate window

  1. Open the correct estimate that you created.
  2. Click on Create Invoice .you can see it at the top of the Estimate form.

Note: you can specify what you want to include in the invoice from the prompt that appears on the screen.

  1. You can make the necessary changes in the invoice that appears.
  2. Click on Save & Close.

Creating invoice From the Invoice window

  1. Go to the QuickBooks Home screen or click on the Customer menu and select Create Invoices.
  2. Select a customer or customer job from the Customer: Job drop-down.
  3. A window will appear showing the available Estimates. Choose the estimate accordingly. You can only select one estimate to invoice in QuickBooks.
  4. You can make the necessary changes in the invoice that appears
  5. Click on Save & Close.

Contact QuickBooks Technical Support team @ 1 (877) 227 2303 to get more assistance with QuickBooks invoices.

label, , , ,

About the author

Add a Comment

Your email address will not be published. Required fields are marked *