Apple Mac2014 - Page 99

QuickBooks for Mac 2014 User’s Guide 89
• Bill to. The address you have for the customer displays here. This is how the customer contact information will
appear here. You can make any changes you need to.
• Date. Today's date, which you can change. Tip: Press + to increase the date by one day; press - to decrease the
date by one day.
• Invoice Number. QuickBooks automatically increments this number by one for each new invoice. Tip: Press + to
increase the number by one; press - to decrease the number by one.
• PO Number. If you're filling a purchase order (PO) from your customer, enter that PO number here.
• Terms. When do you want to get paid? Select the payment terms for this invoice.
• Item. Select what you are invoicing this customer for. You can include anything on the Items list here. You also
enter a new item, and QuickBooks will prompt you to set it up. Tip: If you need to insert an item between two
others, select the item line where you want the new one and choose Edit > Insert Line. Likewise, if you want to
delete an item, select the item then choose Edit > Delete Line.
• Description. The description of the item you entered when you created the item. You can change this if you
need to. Tip: You can enter multiple lines for your description, up to 4095 characters. Use Option-Return to put
in a line break.
• Quantity. How many of the items does your customer need to pay you for? This could be 400 antennae or 10
hours of web design. If you leave this blank, QuickBooks assumes the quantity is 1.
• Rate. How much you charge for the item. If you entered this when you created the item, QuickBooks enters it
for you. If you didn't or you need to change it, just edit this box.
• Amount. This is the total amount (Quantity x Rate) for this item that QuickBooks calculates for you.
• Taxable. If the item is taxable, click this box.
• Customer Message. A message for our customer, either on from your Customer Messages list or enter a new
one.
• Tax. The tax item you assigned to the customer or the default tax if you have not assigned a tax item to the
customer. QuickBooks uses the tax item to calculate the tax. You can also select a different rate from the list of
tax items if you need to.
Other things to know about invoices:
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Add time and costs to your invoice. If you've incurred expenses for your customer,
such as mileage or other expense, you can add that to an invoice to be reimbursed
by your customer.
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Invoice your customer in phases. Use progress invoicing to send invoices for parts
of a job over a period of time.
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View payment history for the invoice. Click history to see the payments for this
invoice.
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Apply a payment to the invoice. Click Payments to enter a payment your customer
made for this invoice.
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