This entry was posted on Wednesday, November 4th, 2009 at 9:21 pm and is filed under Bookkeeping, QuickBooks. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
One of the jobs involved in the accounting department of a business is creating an invoice. Invoices are used to collect money that is owed to the company for product or services.
Intuit QuickBooks can make very little work of this task. Below is a list of the procedures for creating an invoice by the QuickBooks bookkeeping department:
1 – Choose the customer that the invoice is for
2 – Pick the template or invoice form that you want to use
3 – Identify the customer and if necessary the job
4 – Assign a class to the invoice (optional)
5 – Assign a date for the invoice
6 – Enter an invoice #
7 – If the Bill To address needs to be changed you can change that now
8 – If the Ship To address needs to be changed you can change that now
9 – Enter the purchase order # (if provided)
10 – Specify the payment terms
11 – Specify the shipping date (if different then invoice date)
12 – Specify the shipping method
13 – Specify the FOB point
14 – Enter each item that you are selling
15 – Specify the sales tax
16 – Printing at this time is optional
17 – Save the invoice
