QuickBooks 2013 For Dummies

Preparing an Invoice

After you complete all the preliminary work, preparing an invoice with QuickBooks is a snap. If clicking buttons and filling in text boxes are becoming old hat to you, skip the following play-by-play commentary and simply display the Create Invoices window — by either choosing Customers⇒Create Invoices or clicking the Invoices icon on the Home page — and then fill in this window and click the Print button. If you want more help than a single sentence provides, keep reading for step-by-step instructions.

In the following steps, I describe how to create the most complicated and involved invoice around: a product invoice. Some fields on the product invoice don’t appear on the service or professional invoice, but don’t worry whether your business is a service or professional. Creating a service or professional invoice works basically the same way as creating a product invoice — you just fill in fewer fields. And keep in mind that you start with Steps 1 and 2 no matter what type of invoice you create. Without further ado, here’s how to create an invoice:

1. Display the Create Invoices window by choosing Customers⇒Create Invoices.

The Create Invoices window appears, as shown in Figure 4-1.

2. Select the template or invoice form that you want to use from the Template drop-down list located in the upper-right corner.

QuickBooks comes with predefined invoice form ...