By Emmanuel Akpan

Customer invoices are known as sales receipts in QuickBooks Pro. While the initial sales receipt setup can be daunting, the process only has to be completed once. After creating a template, you can add items from your pre-configured items list and select a customer from your customer list. Invoices provide your business with a way to track customer payments, give customers detailed feedback and ensure that all sales tax and discounts are clearly outlined.

QuickBooks has very strict program guidelines for adding customers. You can't simply type new information into a sales receipt. Each element of the invoice needs to be accounted for by accurately setting up each record.

Creating Customers
Step 1
Click the "Customers" menu and then "Customer Center" from the drop-down menu in QuickBooks.

Step 2

Select "New Customer & Job" and then click "New Customer."

Step 3

Type the customer's name into the Name field. Then, add additional information in the appropriate fields such as address, contact number, fax and any other fields you want to track regarding the customer.

You can also add attachments or notes to the customer record. There are several potential records you can add in the Customer Record. Click each tab and fill out as much information as possible.

Step 4

Click "Next" to add another customer. Otherwise, click "OK."

How to Create an Invoice
Step 1

Click the "Customers" menu and select "Sales Receipts."

Step 2

Click the "Customize" button and then select "Manage Templates."

Step 3

Click on each template to view the layout of the template. When you find a suitable template, click "OK."

Step 4

Click the "Copy" button in the Manage Templates window and then enter a new name for the template in the Template Name text area.

Step 5

Click "Customize" and select "Customize Design and Layout."

Step 6

Click "Customize Data Layout," then "Basic Customization."

Step 7

Check the "Use Logo" check box and select a logo from your computer to use in the invoice. Click on the image and select "Open."

Step 8

Clear any check boxes that have information you don't want to include in the "Company & Transaction Information" section. Click "Update Information" and add your company information to the form. Click "OK."

Step 9

Click "Customize" and then "Additional Customization." Select any elements you want to change, including the sales receipt title, date, number, "sold to" label and "ship to" fields. You can also rename fields or columns, change the font or add additional sections to the sales receipt by selecting the appropriate section. When finished, click "OK" to save your changes.

Create Sales Receipts

Step 1
Click the "Customers" menu and "Enter Sales Receipts."

Step 2
Click the "Customer:Job" drop-down menu and select a customer from the list. When applicable, select a specific job for the customer.

Step 3

Select your customized QuickBooks template from the Template drop-down menu.

Step 4

Enter the date, invoice number and "bill to" information in the top portion of the sales form. Customer data is already pre-filled based on the information recorded in the customer's record.

Step 5

Click the first line in the Item column and type the name of the item for sale. If the item already exists, select it from the drop-down menu. In the Amount column, enter the total cost for the item.

Enter the number of items purchased in the quantity column, which updates the Rate column with the total cost for the item. Click the Sales Tax column field once to show the letter "T" to indicate the item is taxable.

Step 6

Select a sales tax from the Sales Tax drop-down list. You can also create a new sales tax by entering in a one-word description of the sales tax and clicking "Set Up" when prompted. Fill in the Rate field with the appropriate percentage and click "OK."

Step 7

Choose one of the available options to deposit the cash from the transaction. You can deposit it to a specific account or group it with other undeposited funds.

Step 8

Click the "Print" menu and select "Print..." from the list of options. You can also select the "To Be Printed" check box to print the invoice later.

Step 9

Click "Save & Close" to save the transaction.

watch this Youtube Video to see how it works. Subscribe to our Youtube channel by visiting here http://www.youtube.com/emmacomvideo

https://www.youtube.com/watch?v=o4JB3q6VkqM