Ok, so you've sold a project and need to invoice the customer for their downpayment, or you've finished a project and need to invoice for the outstanding balance.
This article assumes:
This article assumes you have already linked your Customers and Cost Codes with QuickBooks. Click on the following links to link them if you haven't yet.
Click here for a tutorial on linking your Cost Codes with QuickBooks.
Click here for a tutorial on linking a Customer with QuickBooks.
Below is a video showing you how to create an invoice:
Step by Step:
Ready to Invoice for a Project? Ok, lets get started!
Step 1:
Open Projects from the blue sidebar menu.
Step 2:
Search for the Project you want to invoice for and select it.
Step 3:
Click on the Invoicing tab of the Project and then click the green Create New Invoice button at the bottom right of the screen.
Note: Make sure that the current Customer and all the necessary Cost Codes are linked with QuickBooks.
Step 4:
Click on the toggle to select the workareas that you want to include in the Invoice. Then you can choose whether the workarea should be taxable. Click the box to include a description of the workarea if you wish. If the invoice is for a downpayment, you can change the amount due.
Step 5:
Choose a due date and whether you wish to accept online payments and then click the blue Create Invoice button.
Step 6:
Click on the blue Open Invoice in QuickBooks Online button.
Step 7:
This takes you to QuickBooks, where you can click the green Save and send button.
Step 8:
Last of all, you can edit the email subject and body. Then click Send and close to send the invoice to the customer's email address.
You have successfully sent your first invoice! Good Job!
If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.