How to Create an Invoice in QuickBooks Desktop?

The best way to create an invoice in QuickBooks Desktop depends on the type of service you need to bill your client for. A simple set price, a fixed price based on progress, or the initial cost of the task plus the time or supplies can all be employed to construct an invoice.

After selecting a preferred course of action, you can change the invoice to reflect particular provisions or conditions in the project's contract. There are numerous ways to create an invoice in QuickBooks desktop, in this article, we shall cover all these aspects elaborately.

Steps to Create an Invoice in QuickBooks Desktop

In QuickBooks Desktop, there are numerous ways to create an invoice. These have been thoroughly and step-by-step discussed below.

In QuickBooks Desktop, there are primarily three methods for creating invoices. The following is an explanation of these:

Creation of an invoice without any sales order

The following procedures must be followed in order to create an invoice in QuickBooks Desktop without a sales order.

 

•        On the home screen, you are supposed to tap on the "Create Invoices" option.

•        After that, from the 'Customer: Job' dropdown menu, choose customer and job. Opt for the 'Add New' option from the dropdown menu to add a new client or job. Continue with the generation of your invoice after adding and saving your customer and work information.

          

•        

Creating an invoice from a sales order

Use the steps outlined below to create an invoice in QuickBooks Desktop from a sales order:

•        From the home screen, you need to first select "Sales Orders."

•        Locate the sales order you want to produce an invoice for in the "Sales Order" form by using the "search" button, then tap on the "Create Invoice" icon.

•        You have the option to generate invoices for specific items or for all sales orders. After that, hit on "OK."

•        A new pop-up window will appear, allowing you to choose the goods you wish to invoice if you decide to make an invoice for chosen items. After making the proper selection, hit on the "OK" button.

       Continue to the bill screen. The invoice can now be edited and sent.

 

 

 

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