Difference between revisions of "Invoicing"

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(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.
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*'''Look for Customer''' field: It allows looking for invoice for specific customer.
*Look for Invoice:  It allows looking for invoice by its name.
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*'''Look for Invoice''' field:  It allows looking for invoice by its name.
*Filter by: It allows showing different types of invoices.
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*'''Filter by''' drop-down menu: It allows showing different types of invoices.
*Refresh: It allows refreshing settings.
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*'''Refresh''' button: It allows refreshing settings.
*View: It allows viewing invoice report.
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*'''View''' button: It allows viewing invoice report.
**Print: It allows printing invoice report.
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**'''Print''' button: It allows printing invoice report.
**Close: It allows closing invoice report.
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**'''Close''' button: It allows closing invoice report.
*Close: It allows closing view/print window.  
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*'''Close''' button: It allows closing view/print window.
  
 
=Creating New Invoice=
 
=Creating New Invoice=

Revision as of 21:20, 24 June 2020

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

  1. On the app, go to Main>Sales.
  2. Fill the name of customer you want create Invoice for.
  3. Click Invoice button.
  4. Click Find button, use Scan or Add button with field for item name to find item.
  5. Click Save button and type item quantity and rate in Qty and Rate columns.
  6. Click Save button
  7. Fill in your name in Customer Name field and click Enter Sign.
  8. Sign in the white box appeared and click OK.
  9. Click Save.

Editing Invoice

  1. On the app, go to Main>Sales.
  2. Fill the name of customer you want edit Invoice for.
  3. Click Open Invoices button.
  4. Choose any Invoice in the list and click Edit.
  5. Change quantity and rate or add some new items if it’s needed.
  6. Click Save.

Printing Invoice

  1. In QuickBooks, go to File>HandiFox>View Print/Invoice.
  2. Click Invoice you want to print.
  3. Click View button and click Print.
  4. Click OK to print the report.

Saving Invocing

  1. In QuickBooks, go to File>HandiFox>View Print/Invoice.
  2. Click Invoice you want to print.
  3. Click View button and click Print.
  4. Check Print to File checkbox and click OK.
  5. Choose folder you want your report save to and click OK.