Create Invoices from the menu bar the particular invoice form use for the transaction can be changed by using the template drop down in the upper right corner of the invoice form to select a particular type of invoice to use for the transaction.
Enter consumer detail into the sales forms either by using the consumer job drop down to select a consumer already entered into the consumer record or by typing the consumer detail into the bill too. And Shipped to the fields in the form. If admin select a consumer from the drop down record their detail will automatically populates the fields in the form. admin will need to specify additional detail if manually entering consumer data such as selecting the desired sales terms from the terms drop down and specifying a sales tax code and sales tax rate to apply from the consumer tax code and tax drop down to the bottom of the form for example.
After entering the consumer detail select the invoice date from the date field. The invoice number will automatically incremented itself up to the next available invoice number. At the bottom of the invoice enter each item purchased on its own line by selecting a choice from the item column in the first available row within the line item area. The items that are shown in the drop down record that appears are contained within the item record. In quickbooks line items are used for goods and services as well as discounts subtitles and sales tax lines among others for each line item specify the quantity and rate or the amount by using the quantity and rate fields or by entering a total amount for the line item into the amount field.
If specifying a quantity and rate the amount will be calculated automatically. If this invoices to be printed later insure that the prince later check box in the main tab of the ribbon at the top of the window is tracked. When finished Click the save and close button to save the invoice or click the save and new button to save the invoice and leave the window open so admin can continue creating and force. After admin create an invoice quickbooks places a record for the invoice into the accounts receivable Account.
If creating a sales receipt the amount received is typically placed into the under posited funds account admin can see how much is in either one of these accounts by simply opening the chart of accounts.
