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user1234
Level 1

How do i create an invoice

 
4 Comments
ReaM
QuickBooks Team

How do i create an invoice

Hello there, user1234,

You can create an invoice by clicking the Plus icon. Let me guide you how.

  1. Go to the Plus icon, then choose Invoice under Customers.
  2. Select the name of the Customer from the drop-down list.
  3. Choose the Terms for the invoice from the drop-down list. 
  4. Check the Invoice date and the Due date
  5. In the Product/Service column,select the item or service.
  6. Enter item's DescriptionAmount, Qty, Rate, and VAT information. 
  7. Click either Save, Save and new, Save and close, Save and send or Save and Share link once done.

You can refer to the screenshots below, or check out this article for the detailed steps: How to Create an Invoice.

That'll get you going, user1234. Please let me know if you have other concerns about creating transactions in QuickBooks. I'm just around to help.

Dee0423
Level 1

How do i create an invoice

Is there an option in Desktop to invoice all sales orders that have been shipped at once?  I have 2000 orders that have been paid and shipped and have to one by one invoice to have them show up in PL

AlcaeusF
Moderator

How do i create an invoice

Hello @Dee0423,

 

Thank you for posting here in the Community. I can provide some clarification about invoices and sales orders in QuickBooks Desktop.

 

Currently, the option to invoice all sales orders (shipped) at once is unavailable. You'll need to convert them one by one to separate transactions by customer.

 

However, if you have multiple sales orders for a specific customer, you can apply them to a single invoice. Here's how:

 

  1. From the QuickBooks Home screen or the Customer menu, select Create Invoices.
  2. On the Customer: Job drop-down, select a customer or customer job.
    The available Sales Order window appears.
  3. Choose one or more sales orders that have items you want to include in the invoice. 
  4. Make the necessary changes in the Invoice. Note: In the list of items, enter a quantity in the To Invoice (Or Invoiced) column for each item. If you don't want to invoice any of the listed items, enter 0 (zero) as the quantity
  5. Select Save & Close.

I appreciate your input on this feature. As we assess this, I suggest you visit our New Features section to stay updated with all the changes that are being made (see screenshot below).

 

 

For more information about tracking sales in QuickBooks, I recommend the following article: Get started with customer transaction workflows in QuickBooks Desktop.

 

Please know that I'm just a post away if you have any other questions. Take care.

Dee0423
Level 1

How do i create an invoice

Thank you for the response, however, these 2000 sales orders are for 2000 different customers.