Apple Mac2014 - Sending Your Customer an Invoice

QuickBooks for Mac 2014 User’s Guide 88
Getting paid for work you’ve done
You’ve done the work or delivered the goods, and now you want to be paid. You have two approaches you can use
to get the money ball rolling. With both options, you can either print a paper version to drop in snail mail to your
customer or you can email a PDF.
• Invoice. An invoice is a request to be paid. When you create an invoice, QuickBooks then sees that the customer
now officially owes you money. So you might send an invoice for each job you complete for a customer. Choose
Customers > Create Invoices.
• Statement. A statement is a list of charges the customer has rung up over a period of time. You create
statement charges to record what you’ve done for the customer as you go along, and then send a statement
that lists all the accumulated charges. For example, you can send a statement once a month for all the work
you’ve done for a customer that month. Choose Customers > Create Statements.
Sending your customer an invoice
Any time that you do something or sell something for a customer, they need to pay you. If they don't pay you on
the spot, then you can send them an invoice so they'll pay you later.
If you have an open estimate for a customer, QuickBooks lets you know this when you select the customer name
on the invoice. You can then select which estimate you want to use to create an invoice.
Watch a video on how to create an invoice:
http://www.qblittlesquare.com/2011/09/video-creating-an-invoice-in-quickbooks-2012/
Creating or editing an invoice
1 Choose Customers > Create Invoice.
2 To create a new invoice, click the "Create an Invoice" on the left panel or click the + at the bottom of
the list. To edit an invoice, select an invoice in the list on the left panel.
3 Enter the information for the invoice, and click Save.
Note: You can also create invoices using the Customer Center and Transaction Center.
What’s on an invoice?
• Customer:Job. Select the customer or job you want to create the invoice for. You can also enter a new
Customer:Jobs name, and QuickBooks will prompt you to set it up. QuickBooks will automatically alert you if you
choose a Customer:Jobs that has outstanding billable time or costs or if there's an open estimate for the
customer.
• Account. If you have more than one Accounts Receivable account, choose which on you want to use. If you
don't have more than one A/R account, you won't see this.
• Class. If you're using classes, choose which on you want to use. (If you don't see this, you need to turn classes
on in Preferences.)