Overview

 

Creating invoices is a virtual clone of creating estimates, so we'll keep this short. Let's assume you've just completed a stationery order for letterheads, envelopes, and business cards for The Pretzel Shop.You'd like to get paid, so we'll need to create an invoice.

 

 

1.Normally you would click the Rolodex button in the black panel, but since The Pretzel Shop is included in the Quick List on the left, click the radio button instead.

2.Click the Add button.
 

 

3.In the window that opens, enter the customer's PO number, if applicable, and complete the rest of the fields. If you have selected payment terms that are different from the customer's regular terms, a click in the red circle will restore their regular terms.

To change the shipping, tax, or payment method, click the appropriate button or press the F2, F3, or F4 key. You'll then be able to select, add, and update methods on the fly, as well as designate a primary method as your default.
 

 

4.Click the Jobs tab. Left-click the orders you want to include in the invoice.
 

 

5.Click the Options tab. Configure the invoice by checking the appropriate boxes.
 

When you check the "Consolidate Inks" box, the customer will be charged for a single washup, not three separate washups for the letterheads, envelopes, and business cards. See the credit for duplicate ink colors on the invoice below.
 

6.Click OK to save the invoice.

7.Back in the Invoice Manager window, highlight the invoice we just created and click the Print button.

 

 

The Results

 

 

See also

 

Changing the Invoice Number

Transferring Invoices into QuickBooks