If entering a product or service without a rate or quantity, you can simply enter the total amount into the “Amount” field, if needed. The “Qty” field is multiplied by the “Rate” field to show the total amount for the line item in the “Amount” field. You can also type a description here, if desired.Įnter the quantity of the product bought or service provided by typing it into the quantity field, labelled “Qty.” The rate for the product or service, per quantity unit, appears in the “Rate” field. Its description appears in the “Description” column. If SKUs are enabled, the item’s SKU appears in the “SKU” column. To select an existing item from the “Products and Services” list, click into the “Product/Service” column and then select the item from the drop-down menu. If you enabled services dates in sales forms, you can select the service date of services provided from the “Service date” column. The next area is the line items area where you enter the products and/or services to invoice. Alternatively, to add a new tag, type the tag’s name, select it from the “+ Add” choice in the drop-down menu, and follow the onscreen prompts to add it to a new tag group for reporting purposes. Repeat, as needed, to apply tags from any relevant tag groups you have created. To add a tag to this transaction, click into the “Tags” field and then select a tag from the menu of tag choices. The “Location of sale” field shows your company’s default sales address. If you enabled class tracking on a transaction level, then a “Class” drop-down also appears here. If you enabled location tracking, a “Location” drop-down also appears here. If you enabled custom transaction numbers in sales forms, then you can change this, if needed.
If you enabled custom fields, then enter any custom field data into those fields in the invoice, if needed.Īt the far-right side of the window, the “Invoice no” field shows the next highest available invoice number. The “Shipping to” field shows the customer’s default shipping address, if you entered that when you created the selected customer’s record. However, you can also click into this field to select a date, if needed.īelow these fields, if you have shipping enabled, enter the shipping information into the “Shipping to,” “Ship via,” “Shipping date,” and “Tracking no.” fields that appear. The “Due date” field is calculated based on the selected “Terms” you chose. If needed, you can click this field to select another date from the calendar drop-down that appears. The “Invoice date” field shows the current date, by default.
To the right, the customer’s default terms appear in the “Terms” drop-down, and you can change this, if needed. If creating a new customer, you can enter their billing address here. The “Billing address” field is populated with the customer’s address. If interested in enabling online payment in QuickBooks Online, you can click the adjacent “Get set up” link to set this up with QuickBooks Online. Note that you must first have online payments enabled through QuickBooks Online before you can use these. If you already enabled online payments for invoice in QuickBooks Online, check the “Cards” and/or “Bank transfer” checkboxes under the “Online payment” label to the right, as needed, to enable the respective online payment method. To mark this invoice as an invoice to save but email later, check the “Send later” checkbox below the “Email” field. Then enter the email addresses into these fields, as needed, and click the “Done” button. You can enter an email here if you didn’t enter it when you created the customer or if adding a customer “on the fly.” If needed, to send copies of this invoice to others, click the “Cc/Bcc” link by this field to show additional “Cc” and “Bcc” fields in a drop-down menu. This field is populated with the customer’s email address, if you entered it when creating the customer’s record. To the right of the “Customer” drop-down is an “Email” field. Alternatively, you can type a customer’s name or select the “Add new” choice from this drop-down to quickly add a new customer. If selecting an existing customer’s record, their information then populates the other fields within this form, based on what you entered when you created the customer’s record. To choose a customer, select one from the “Customer” drop-down in the upper-left corner of the window. In the “Invoice” window that then opens, enter the information needed to invoice the customer. Alternatively, click the “+ New” button in the Navigation Bar and then click the “Invoice” link under the “Customers” heading in the drop-down menu that appears. To create an invoice in QuickBooks Online, click the “Create Invoice” link under the “Action” column for the customer’s row in the “Customers” page. Create an Invoice in QuickBooks Online: Overview
0 kommentar(er)
