Create a quick invoice for an item software#
Once the payment is saved a deposit will be made into the corresponding bank account.So far in our QuickBooks 101 blog series, I’ve answered a few high-level QuickBooks questions, such as “Why is QuickBooks a good accounting software for my small business?” When you click on the ‘Log Payment’ button a pop-up will appear where you can enter the amount paid, payment date, payment method and depositing bank account. You can log a payment against an invoice from the “Preview” screen or on your main list of invoices. Please note: The invoice is sent or flagged as sent it will be held as a DRAFT invoice - so will not affect your nominal accounts. Updating the invoice to “Sent” ensures that the balance of the invoice is then registered on your debtor account and will be visible on your Dashboard. If you just want to flag the invoice as sent without notifying the client, then simply click on the corresponding link. Simply check the box “ Enforce client login”. Please note: If you would prefer to request your client to manually login (with their email and password) in order to view their invoices, this setting can be invoked from the client edit screen in your account. Providing you entered an email address and contact name for your client, the system will send a link directly to a branded client area where your client can preview their invoice along with any invoices you have issued to this client in the past.
Create a quick invoice for an item pdf#
You can view a PDF version of your invoice by clicking the “ Print” button or if you are happy to proceed then you can send it directly to your client. Click on the “ Preview” button and you should see a nicely formatted draft of your invoice.
It’s time now to preview and send your finished invoice. You will also find lots of other handy options here to tweak your invoices.
This screen can be accessed from the “Sales” menu. To save you retyping your notes and terms into each invoice you can setup some defaults within the “Invoice customisation” area. I’m sure you don’t want to constantly type in your instructions for every invoice, that’s why QuickFile allows you to save your default notes and terms so they automatically appear in all future invoices. The payment terms would typically include bank details or cheque delivery instructions to make it easier for your client to pay you. The notes could refer to delivery timescales or include specific information relating to the order. Once you have entered all your invoice items you can now furnish your invoices with additional information such as an invoice name, notes or payment instructions. You can find out more about projects in QuickFile here Invoice name, additional notes, and payment terms You can either apply your project tags when you create your invoice/estimate or on the preview screen. You can apply up to five project tags on a single invoice or estimate. Projects are a great way to group together your sales, expenses, estimates and purchase orders into a single container. Tagging your invoice/estimates to a project You can add new items on the fly from here as well. When you put your cursor in the “Item” column and start typing you will see a list of pre-saved inventory items. Inventory items can be predefined in the “Item/Inventory Management” area.
Inventory items offer a quick way to deploy common items in your invoice.