Invoicing programs3/30/2023 The new invoice will use the next available invoice number. Click “Duplicate” to generate a copy of this invoice.For more details, see Voiding a Customer Invoice. Click “Void” to void this customer invoice.For more details, see How to Email an Invoice to Your Customers. Click “Email” to email this invoice to your customer.For more details, see Receiving a Customer Payment. Click “Apply Payment” to apply a customer payment to this invoice.Accounting Premium customers can format the template of the invoice PDF. Click “Print” to download and print a PDF version of the invoice.From here, you can take actions with this invoice as needed: You will see an Invoice Detail page confirming that the invoice has been created. Click “ Save as Draft.” You will find your invoice drafts under Accounting > Invoices. If needed, you can save a draft of this invoice and come back later to finish.If you have Accounting Premium, you can attach electronic files and receipts to this invoice by clicking “Attach File.” See Managing Your Receipts and Documents for details.This will appear to your customers at the bottom of the invoice. The invoice total will automatically update with the total amount due.If needed, you can add a new sales tax rate on the invoice, and save this rate as your default tax rate for the future. If you charge sales tax, the sales tax rate that you entered as the default rate on the Sales Tax Rate screen will be used.To add another product or service to the invoice, click Add beneath the row.This will appear on the invoice and in reports. Add an optional description for the product, if needed.See Adding Discounts to Your Customer Invoice. You can also apply a discount to the entire invoice. To add a discount to just this line item, click the “Discount” link.The customer will not see this account when you print the invoice, it is only for your information. The income account for this product will display.You can change the price on the invoice, if needed. The price will automatically display for that product/service, based on your Product or Service list.If needed, you can add a new product/service here without leaving the invoice by clicking “Add New.” For more info on how to add Products and Services, see Setting Up Products and Services. Select your Product or Service from the dropdown list.The Due Date is set to today, if you have not selected a Payment Term.For more details, see Managing Accounting Departments. If you have set up departments, select an optional Department.This will automatically calculate the invoice due date. The Invoice Number will automatically show the next available number since the last invoice you created.If needed, you can add a new customer here without leaving the invoice by clicking “Add New.” How to create an invoice for a customerĪccounting > Receivables > Invoices. You are now ready to create and send invoices to your customers for products or services they purchased from you. Set up your default payment terms (e.g.Accounting Training Invoicing Your Customers
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