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What Should You Put on an Invoice in QuickBooks?
Confused on how to create an invoice of your business to keep a good and systematical track of your accounts receivable? If yes, then drop all your worries now as we are here to resolve all your issues in just a few easy steps. There are various ways in which you can easily create a professional looking invoice on QuickBooks. Let us guide you on how to create an invoice from scratch. So, let’s get started!
Step 1 : Go to the Home Screen or customer’s Menu.
Step 2 : Click on Job drop-down Menu from customer menu to select the right customer job.
Step 3 : If the customer’s job is not specified there, then click on Add NEW to add one.
Step 4 : Fill in the appropriate details on the top of the Invoice. These details may include Date Invoice #, Bill to/Sold to, and Terms.
Step 5 : This is an optional step if you want to add a discount option to the Invoice. Create a discount item by following the steps listed below!
Go to the Lists Menu from the Home screen.
Click on Item List.
Right click anywhere on the screen for popup and select New from there.
Click on Type to open the drop down menu and from there, select Discount.
Input Item name or number and then add a brief description for that.
Input the Discount amount or the percentage in the field of Amount or %.
From the drop down Menu of Account, select the income account that you want to use to track the Discount that you are offering to your customers.
Select the right tax code for the product.
Step 6 : Now, you are all done with your Invoice. So, Click on Save and Close to successfully save the changes.
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