Difference between revisions of "Invoicing"
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=Creating New Invoice= | =Creating New Invoice= | ||
#On the app, go to Main>Sales. | #On the app, go to Main>Sales. | ||
− | #Fill the name of customer you want create | + | #Fill the name of customer you want create invoice for. |
− | #Click Invoice button. | + | #Click '''Invoice''' button. |
− | #Click Find button, use Scan or Add button with field for item name to find item. | + | #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 and type item quantity and rate in Qty and Rate columns. |
− | #Click Save button | + | #Click '''Save''' button. |
− | #Fill in your name in Customer Name field and click Enter Sign. | + | #Fill in your name in '''Customer Name''' field and click '''Enter Sign'''. |
− | #Sign in the white box appeared and click OK. | + | #Sign in the white box appeared and click '''OK'''. |
− | #Click Save. | + | #Click '''Save'''. |
=Editing Invoice= | =Editing Invoice= |
Revision as of 21:26, 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 Invoice
- 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.