Chapter 4

Creating Invoices and Credit Memos


check Deciding whether you’re ready to invoice your customers

check Preparing invoices and credit memos

check Fixing invoice and credit memo mistakes

check Printing invoices and credit memos one at a time

check Printing invoices and credit memos in a batch

check Sending your invoices and credit memos via email

check Customizing invoices and credit memos

In this chapter (you may be surprised to discover), I describe how to create and print invoices in QuickBooks, as well as how to create and print credit memos.

You use the QuickBooks invoice form to bill customers for the goods and services that you sell. You use its credit-memos form to handle returns and canceled orders for which you’ve received payments.

Making Sure That You’re Ready to Invoice Customers

I know ...

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