Difference between revisions of "Invoicing"
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Posokhina.a (talk | contribs) |
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#Click OK to print the report. | #Click OK to print the report. | ||
− | =Saving | + | =Saving Invoice= |
#In QuickBooks, go to File>HandiFox>View Print/Invoice. | #In QuickBooks, go to File>HandiFox>View Print/Invoice. | ||
− | #Click | + | #Click invoice you want to print. |
− | #Click View button and click Print. | + | #Click '''View''' button and click '''Print'''. |
− | #Check Print to File checkbox and click OK. | + | #Check '''Print to File''' checkbox and click '''OK'''. |
− | #Choose folder you want your report save to and click OK. | + | #Choose folder you want your report save to and click '''OK'''. |
Revision as of 21:23, 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.