Create an Invoice

Step by Step: Create an Invoice

1. Click Sales à All Sales from the left navigation bar.


This opens the Sales Transactions or Sales Center. Under the Action column (1), there are suggested next steps. You can filter the money bar (2) here the same way you can in the Customer Center. You can also create New Transactions at the top right of the screen. Click New transaction à Invoice (3).

2. Create a new invoice for Video Games by Dan. When you enter the customer name, QuickBooks opens a drawer on the right that shows time or expense activities that have been marked billable or any delayed charges or credits for this customer. You can easily add them to the invoice. The difference between creating the invoice from here (in the Sales Center) vs. creating it from the Action column for that customer or activity is that in the Sales Center, you have a choice of what you are adding (you can click Add for each item you wish to add or you can click Add all if you wish to add them all); if you create an invoice from the Action column, it automatically puts the unbilled activity on the invoice.

3. Invoice just for the installation by clicking Add then Save and close.

4. This brings you back to the Sales Transactions list. To clear the filter so you can see all the transactions, click Clear filter / View all at the top of the table, if it is visible. Note this table is sorted by date. You can sort by any column header by clicking that column’s header (clicking once sorts by that parameter; clicking twice sorts it in reverse order). If you don’t see the columns you need, click the grid gear icon above the Action column and choose the columns you want to display.

ROI Accounting, LLC serves St. George locally and the U.S. remotely and provides a full range of QuickBooks support and bookkeeping services. As always, if you have any questions, please give us a call.

Partial example from sample company to the right:

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