Chapter 1

Invoicing Customers

IN THIS CHAPTER

Bullet Deciding which invoice form to use

Bullet Customizing your invoices

Bullet Invoicing customers on paper or by email

Bullet Billing your customers for time

Bullet Recording sales receipts, credit memos, and payments

Bullet Calculating finance charges

QuickBooks provides several tools for invoicing your customers. This chapter describes these tools, as well as a handful of related tools for recording customer payments and for issuing credit memos.

If you’ve already been invoicing customers by using some manual method — perhaps you’ve been preparing invoices with a word processor — you’ll find QuickBooks to be a godsend. QuickBooks not only makes invoicing and related tasks easier, but also collects invoice information, recording this information in the QuickBooks data file. Happily, this means that you get the extra benefit of recording accounting transactions simply by using ...

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