Difference between revisions of "Invoicing"
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Posokhina.a (talk | contribs) (Created page with "=View/Print Invoice window= *Look for Customer: It allows looking for invoice for specific customer. *Look for Invoice: It allows looking for invoice by its name. *Filter by...") |
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=View/Print Invoice window= | =View/Print Invoice window= | ||
− | *Look for Customer: It allows looking for invoice for specific customer. | + | *'''Look for Customer''' field: It allows looking for invoice for specific customer. |
− | *Look for Invoice: It allows looking for invoice by its name. | + | *'''Look for Invoice''' field: It allows looking for invoice by its name. |
− | *Filter by: It allows showing different types of invoices. | + | *'''Filter by''' drop-down menu: It allows showing different types of invoices. |
− | *Refresh: It allows refreshing settings. | + | *'''Refresh''' button: It allows refreshing settings. |
− | *View: It allows viewing invoice report. | + | *'''View''' button: It allows viewing invoice report. |
− | **Print: It allows printing invoice report. | + | **'''Print''' button: It allows printing invoice report. |
− | **Close: It allows closing invoice report. | + | **'''Close''' button: It allows closing invoice report. |
− | *Close: It allows closing view/print window. | + | *'''Close''' button: It allows closing view/print window. |
=Creating New Invoice= | =Creating New Invoice= |
Revision as of 21:20, 24 June 2020
Contents
View/Print Invoice window
- Look for Customer field: It allows looking for invoice for specific customer.
- Look for Invoice field: It allows looking for invoice by its name.
- Filter by drop-down menu: It allows showing different types of invoices.
- Refresh button: It allows refreshing settings.
- View button: It allows viewing invoice report.
- Print button: It allows printing invoice report.
- Close button: It allows closing invoice report.
- Close button: It allows closing view/print window.
Creating New Invoice
- On the app, go to Main>Sales.
- Fill the name of customer you want create Invoice for.
- Click Invoice button.
- Click Find button, use Scan or Add button with field for item name to find item.
- Click Save button and type item quantity and rate in Qty and Rate columns.
- Click Save button
- Fill in your name in Customer Name field and click Enter Sign.
- Sign in the white box appeared and click OK.
- Click Save.
Editing Invoice
- On the app, go to Main>Sales.
- Fill the name of customer you want edit Invoice for.
- Click Open Invoices button.
- Choose any Invoice in the list and click Edit.
- Change quantity and rate or add some new items if it’s needed.
- Click Save.
Printing Invoice
- In QuickBooks, go to File>HandiFox>View Print/Invoice.
- Click Invoice you want to print.
- Click View button and click Print.
- Click OK to print the report.
Saving Invocing
- In QuickBooks, go to File>HandiFox>View Print/Invoice.
- Click Invoice you want to print.
- Click View button and click Print.
- Check Print to File checkbox and click OK.
- Choose folder you want your report save to and click OK.