How to Invoice with Quickbooks

Step 1: Log in to QuickBooks

1. Launch the QuickBooks application on your computer.

2. Enter your login credentials (username and password) to access your account.

Step 2: Navigate to the Invoicing Page

1. Once logged in, click on the "+ New" button in the top left corner of the dashboard.

2. From the drop-down menu, select "Invoice."

Step 3: Choose a Customer

1. In the "Choose a Customer" section, select the appropriate customer from the drop-down list. If the customer is not listed, click "Add New" to create a new customer profile.

2. Verify that the customer's contact information is accurate and up-to-date.

Step 4: Enter Invoice Details

1. Assign a unique invoice number in the "Invoice #" field for easy reference and tracking.

2. Set the preferred payment terms (e.g., net 30 days) in the "Terms" field.

3. Enter the invoice date in the "Invoice Date" field (the date when the invoice is issued).

4. Enter the invoice due date in the "Due Date" field (when the invoice should be paid based on the payment term)

5. Select the appropriate payment method for this transaction from the "Customer Payment Options" or indicate your preferred payment option in the provided comment box

Step 5: Add Products or Services

1. In the "Product/Service" column, choose the items you are invoicing for. You can either select from the existing items list or add new items if necessary.

2. Specify the quantity and rate for each product or service provided.

3. QuickBooks will automatically calculate the total amount for each line item and the overall subtotal.

Step 6: Include Additional Information (optional)

1. In the "Note to Customer" section, you can add any relevant notes or messages you wish to convey to the customer.

2. Optionally, you can attach files (e.g., documents, receipts) to the invoice if required.

Step 7: Review and Save

1. Double-check all the details on the invoice to ensure accuracy.

2. Click the "Save and Send" button if you want to send the invoice directly to the customer via email. Alternatively, click "Save and Close" if you wish to save the invoice without sending it immediately.

Step 8: Monitor Invoice Status

1. To track the status of the invoice, go to the "Sales" tab on the left-hand menu and click on "Invoices."

2. Here, you can view the list of all created invoices along with their status (e.g., paid, pending, overdue).

Please follow these guidelines carefully when creating invoices in QuickBooks. By adhering to this SOP, you can maintain consistent and accurate invoicing practices, leading to better financial management and enhanced customer relationships.