Today I’m going to show you how to create an invoice in QuickBooks Premier. This tutorial is valid for 2017, 2018, or 2019.
In the first step of this tutorial, we navigate to our dashboard and click the Create Invoices button.
Once we click create invoice, a new screen will pop up and prompt us for some information. We will need to first select the name of the person we’re invoicing. To do that, look in the left-hand side of the screen where it says Customer and click the drop-down menu. In the menu, you’ll find all your customers. For this example, we’ll be using the Sample Customer.
Once the customer has been selected, we’ll need to fill out the rest of the details for the invoice. For the date, we will just use the default date of 12/15/2021 since this is an example. Once the delate is select, we need to set the terms of the invoice. The terms detail when we expect the invoice to be due. The terms available are:
- 1% 10 Net 30
- 2% 10 Net 30
- Due on receipt
- Net 15
- Net 30
- Net 60
The first two options listed above give a discount for paying early. The third option “Due on Receipt” means that the invoice is due once the customer receives it. And the last three options give 15,30, and 60 days for the customer to pay, respectively.
We’ve inputted the customer, date, and terms. Now we need to outline what exactly is being sold. To do that, look towards the empty line items in the bottom left hand part of the screen. Click the box right below the word “ITEM” to bring up the drop-down menu. For the purposes of this tutorial, we’re going to sell the item “Floor Plans.”
We’ve now told QuickBooks that the item we’re invoicing is Floor Plans. You will notice that QuickBooks has already inputted a description based on the item’s data. Now is a good opportunity to add some relevant details to help describe the item being sold. We’ll input “Floor plans for new addition.” For quantity, select just one. And the price is how much we sell Floor Plans for, and in that case it’s $199. If you desire, you can add additional notes on separate lines below the item being sold. Just make a note that those item notes are not the same as Customer Message at the bottom. The customer message will give you the chance to tell the customer thank you or it’s a pleasure to work with you and the notes below the line item are more relevant to the item being sold.
After we finish editing the invoice, look to the top portion of the invoice screen and click save.
If you want to have a look at what your invoice looks like to the customer, click on the downward arrow below “print” and then click “preview.”
And there you have it, that’s how you create an invoice in QuickBooks Desktop. If you would like to see a video tutorial on how to execute these steps, watch the video below.