Invoicing Your Customers

After you have:

1. Added your customers
2. Set up your products
3. Set up the sales tax rate
4. Set up your default payment terms (e.g. Net 30)

You are now ready to create and send invoices to your customers for products or services they purchased from you.

To add an invoice for a customer:

Accounting > Customer Tasks > Create Invoice

1. Select theCustomer Name。If needed, you can add a new customer here without leaving the invoice by clicking “Add New.”
2. TheInvoice Number会自动显示下一个可用的电话号码吗since the last invoice you created. You can change this, if needed.
3. TheInvoice Dateis set to today. Change the date, if needed.
4. Enter aReferencenumber, if needed.
5. Select thePayment Term, if needed. This will automatically calculate the invoice due date. SeeSetting Your Invoice Payment Terms.
6. If you have set up departments, select an optionalDepartment。For more details, seeManaging Accounting Departments。
7. TheDue Dateis set to today, if you have not selected a Payment Term. Change the date, if needed.
8. Select your Product or Service from the dropdown list. If needed, you can add a new product/service here without leaving the invoice by clicking “Add New.” For more info on how to add Products and Services, seeSetting Up Products and Services。
9. Thequantity(Qty) will be set to 1. Change the quantity, if needed.
10. Thepricewill automatically display for that product/service, based on your Product or Service list. You can change the price on the invoice, if needed.
11. Theincome accountfor this product will display. You can change this, if needed. The customer will not see this account when you print the invoice, it is only for your information.
12. To add adiscountto just this line item, click the “Discount” link. You can also apply a discount to the entire invoice. SeeAdding Discounts to Your Customer Invoice。
13. Add anoptional descriptionfor the product, if needed. This will appear on the invoice and in reports.
14. To add another product or service to the invoice, clickAddbeneath the row. You can remove a row, if needed.
15. If youcharge sales tax,sales tax ratethat you entered as the default rate on the Sales Tax Rate screen will be used. If needed, you can add a new sales tax rate on the invoice, and save this rate as your default tax rate for the future. For more info, seeSetting Up Sales Tax。
16. The invoice total will automatically update with the total amount due.
17. Enter an optionalinvoice comment。这将会出现r customers at the bottom of the invoice.
18. If you have Accounting Premium, you can attach electronic files and receipts to this invoice by clicking “Attach File.” SeeManaging Your Receipts and Documentsfor details.
19. If needed, you can save a draft of this invoice and come back later to finish. Click “Save as Draft。” You will find your invoice drafts underReports > Accounting > Customer Reports > Invoices.
20. Click “Save Invoice。”

You will see an Invoice Detail page confirming that the invoice has been created. From here, you can take actions with this invoice as needed:

• Click“Print”to download and print a PDF version of the invoice. Accounting Premium customers can format the template of the invoice PDF. SeeCustomizing Your Invoice Template。
• Click“Apply Payment”to apply a customer payment to this invoice. For more details, seeReceiving a Customer Payment。
• Click“Email”to email this invoice to your customer. For more details, seeHow to Email an Invoice to Your Customers。
• Click“Void”to void this customer invoice. For more details, seeVoiding a Customer Invoice。

You can view your recently created invoices and drafts by going toReports > Customer Reports > Invoices。SeeManaging Your Customer Invoicesfor more info.