Creating an invoice is one of the most important documents needed for a business. It is an important part for the user to manage the cash flow in the right manner, in case the user is running a business. This can save the money and ease the process of invoicing by using QB. Invoices assist the user in managing the accounts receivable. QuickBooks accounting software has a feature to create invoice in QuickBooks desktop and the document is given to the buyer by the seller to collect the payment.
Easy Steps to create an invoice in QuickBooks
In order to create an invoice n QuickBooks, the user can carry out the steps below:
- First of all, the user needs to select the create invoices option
- And then, from the customer job drop down, the user needs to select a customer or customer job. Or in case it is not spotted, then select add new
- After that, fill in the information in the form like the bill to/sold to, date invoice #, and terms
- The next step is to select items
- Also, to apply for a discount, the user needs to create a discount item
- The last step is to select save and close
