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  • How to Generate an Invoice in QuickBooks Desktop
Generate an Invoice in QuickBooks Desktop

How to Generate an Invoice in QuickBooks Desktop

Posted on January 5, 2023 By Master Henry No Comments on How to Generate an Invoice in QuickBooks Desktop
Business

If QuickBooks is the accounting program of choice for your company, you must understand how to make an invoice in the software. You can quickly and easily produce invoices for your clients using both QuickBooks Desktop and Online. As you know QuickBooks error 539 occurs during the runtime of your system and work which you can resolve step by step.

There are three different ways to create invoices in QuickBooks Desktop, also known as QuickBooks Pro.

1. Creating an invoice without a sales order or estimate

Creating invoices “from scratch” is a popular option for QuickBooks users who don’t want to start with a sales order or estimate. It’s comparatively simple and easy to build an invoice from scratch in QuickBooks:

1. Either from the Customers menu or the home screen, choose “Create Invoices.”

2. From the “Customer: Job” dropdown menu, choose the customer and the job. Don’t panic if your client or the project you are working on isn’t already listed in your QuickBooks company file. By choosing the “Add New” option from the dropdown menu, you can quickly add this information on the spot. A pop-up box will appear as a result. The pop-up box will close when you have added and saved your customer and job information, allowing you to resume working on your invoice.

3. At the top of this screen, you’ll see some additional options. Although the Class field isn’t covered in this post, you’ll see that there is a Template option. You have the option to make and use editable invoice templates in QuickBooks Desktop. This implies that you might have various invoice designs for various customer groups, business divisions, etc. Verify that you have chosen the appropriate template for this invoice before moving on with it.

4. Set the following fields on your invoice at this time:

Date: In most circumstances, QuickBooks Desktop will set the default date to the current one. Make sure the date displayed is the one you want to see on your invoice by checking this field twice.

Invoice number: QuickBooks Desktop generates the invoice number automatically, but you can manually modify it if you’d like. A pop-up dialogue box will alert you that you are using a duplicate number if you attempt to use a number you have already used.

Bill to and Ship to The details for the client you are charging are pulled from QuickBooks Desktop. If the invoice needs to be sent to a different address, you can manually update it.

Purchase Order (P.O.) Number: Some clients will insist that you include their P.O. numbers on your bills. This is where you can manually enter that data.

Terms

Your cash flow depends on the terms you choose for payments. It specifies how many days your client has to pay your invoice. While the terms you choose will depend on your company or even industry standards, Net 30 is a popular option.

Rep, Ship, Via, and F.O.B.: This article only briefly discusses these fields because not all businesses use them. The sales representative in charge of the customer sale should fill out the Rep field. The word “ship” denotes the day the good or service was delivered or finished. F.O.B. (Free/freight on board) denotes who owns the merchandise while it is in transit, whereas Via displays the delivery method. You can either leave these fields blank or edit your template so they don’t appear at all if they don’t relate to your company.

5. After setting up the invoice, you are prepared to enter the details of the goods or services your customer has purchased.

By tapping this icon, you can automatically add time and expenses to the invoice if you have been entering billable time into QuickBooks Desktop or if you have incurred charges and designated them as billable to the customer (shown in the image below).

Quantity, item code, description, price per item, class, and quantity: You can manually fill out each of these fields or, if you have already set up certain goods or services, you can choose the Item Code for those goods or services from the dropdown menu to avoid having to enter as much information. 

Read Also: Detailed analysis of neuromodulation devices market

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