Quick and Easy Steps for Creating Invoices in QuickBooks

If you are a businessman, you might be aware of the fact that how much it is necessary for the company to maintain sheets, facts, figures, and documents. Also, it becomes quite obvious for you to keep a track of the billing sheets along with the sales and invoices so that you can estimate the profit and loss accordingly. Since the entire process is quite hectic and tiring, QuickBooks has come up with a solution that deals with managing your invoices so that you don’t have to face any issue sooner or later.

However, in order to create invoices in QuickBooks, users are supposed to follow a few steps. But in most cases, they are not aware of the exact procedure, so you need to make sure that you have consulted QuickBooks customer support instantly. Also, if you want to try this process by yourself, you can also do it by following the below-mentioned steps. So, before giving a call to QuickBooks customer care number, just practically implement the given procedure.

Choose Template
In order to start the process of creating invoices in QuickBooks, users are required to first choose the template, and then continue further. So, the process of choosing the template is enlisted below, it’s advisable for you to go through it once.

• And, if you want to choose the template, you need to first view the available default templates in the Templates window, followed by clicking on the option that says “Lists” on the QuickBooks main menu. Once it is done, you are required to then select “Templates” while scrolling through the list and look for templates with an “Invoice” type.
• Now, you need to preview templates, followed by clicking to select the template and then press the “Open Form” button to view.
• Also, you are supposed to choose the invoice template that most closely matches your requirements and open the form

Enter Billing Info
Once you are done with choosing the template, the next step of yours is to enter the details, facts and other information related to billing. But, there is a specifically assigned procedure that users are required to take, especially if they want to enter the billing info. So, take a look at the pointers here.

• And, to begin with the process, you need to first click on the option that says “Customer:Job” from the drop-down menu while selecting your customer from the list. If this is a new customer, you need to click on the “Add New” option at the bottom of the list and enter customer information
• Moving ahead, you are supposed to change the invoice default entries, and the invoice date, due date and ship date will default to the current day. So you need to click on the calendar icon next to the dates, followed by choosing another date, in case if it is specifically required.
• Once you are done with the previous steps, make sure that you have entered information for billing items or services. After selecting the item from the drop-down menu, you need to ensure that the QuickBooks has transferred the information from the item inventory records while filling the description and price. In case, you don’t know, QuickBooks is also responsible for calculating the amount based on the quantities you enter.
• In the end, you must not forget to add a message to your customer, followed by clicking on the drop-down menu so that you can see a standard message that says “Thank you for shopping with us,” or “Add New” option in order to create a custom message for your customer.

Entering the footer info along with saving and printing the invoice
Now, once you have finished creating the template, followed by entering the billing info, it is now time for entering the footer, and then you have to save and print the invoice in order to complete the process. In order to know the steps for this, read further:

• In order to start with the procedure, make sure that you have applied any credits or discounts just by clicking the “Apply Credits” button, followed by entering the credit or the discounted information.
• Add a memo for your records. Adding a memo can help you recall information later. This field will not appear on the printed invoice.
• Next, it’s recommended to you to preview and save the invoice for printing. You can do it simply by clicking on the “Print Preview” button at the top right of invoice screen. Also, you are supposed to save it by clicking on the option that says “Save & New,” followed by creating another invoice, or “Save & Close” to exit the application.

• Print customer invoices. Click the “Print” icon from the Invoice main menu. To print a single invoice, click “Print” and to print multiple invoices, click “Print Batch” and place a check mark next to the appropriate invoices.

Though the steps given in the blog is accurate and specific, you might face difficulty in practically implementing them as they are quite complex as well, especially for someone who is not a tech-savvy person. So, if you are also one of them, who are facing the similar issue, don’t worry as you can resolve the matter by immediately getting in touch with the experts.  In order to connect with professionals, you need to give a call to QuickBooks customer service number. Also, if you don’t have their number, you can easily avail it from the official site of Contactforhelp, which is a famous and a well-know directory for offering customers and users with alternative reliable numbers for similar services.