Raising an Invoice for Management Made Easy with airSlate SignNow

Raising an invoice for Management

welcome to this video this is the bookkeeper master on YouTube if you've just joined us please go back and start from video 1 and watch to this point then carry on I'm going to show you in this video how to create a new invoices for customers on QuickBooks Online we've already gone through how to add new customers how to view their records how to edit their records and now we'll look at raising invoices for customers so sales invoices there's two ways we can do this we can click create invoice next to the customer in the customer module or you can click on the customer go to their record at the top right there's new transaction if you click on new transaction you can click invoice in this video we'll do both routes so let's go back to customer let's raise a invoice for sage books a customer we created a couple of videos ago and create invoice so this is an invoice that we're sending to our customer for our product that we've sold or service that we've provided you'll notice that at the top here we have sage books which is correct that's who we want to invoice we have the customer billing address which we entered on the customer record when we created the record we have the email address we have Sara Brooks that was Lisa Brooks we updated the contact there we have the invoice date that's today's date by default and the due date and the payment terms the payment terms are set if you have set a default when you create to the customer like I showed you a couple of videos back we set this at net 15 so it's setting there 15 if we want to change the payment terms just click the air choose the different payment terms drawn receipt net 15 at 30 net 60 or add new payment terms and I'll come to that in a later video about adding new payment terms if you want to change the invoice date just use the calendar your have a calendar appear and you can simply just click on the date you wish you can actually raise invoices for a future date not all accounting software lets you do that but it does with QuickBooks Online and obviously you can raise invoices for previous dates the due date is calculated automatically by the payment terms but you can also change the due date manually by click on the calendar once again the calendar appears when you hover to the right of the box hopefully I'm not going too quickly for you I will go through raising another invoice so if I am rushing through this then just keep the video and you'll be able to watch it again alternatively just keep watching the video do you get it so in line one we are going to enter our sale so this is what we are selling so so this is an invoice that's going to a customer now by default there should be a sales code already on QuickBooks Online and we'll go through in later videos adding new codes but for now we're just selling something so let's put it down as a sale move across you can tap or use the mouse to click in the description so we have a sale the description let's say bookkeeping services for July 2015 quantity 1 the rate say it was a set fee of 45 pounds tab across we have 45 pounds if that is the invoice done then simply just click Save or save and send or there's an arrow here save and new that's saving creates a new invoice or save and close you may have more items to appear on the invoice so let's add in another line once again let's do another sale and let's say we charged by the hour for this and this let's say it was some sort of major service like year-end prep and you could put at 15 pounds per hour in the quantity say it took us 5 hours click 5:00 the rate was 15 tab across you'll calculate it for year 75 and down the bottom here we have our balance view there are a couple of options down here like display a message on the invoice and a statement memo we will come to those things later on in this course how to put things in there by default you may want to put your bank details in there but obviously you don't want to enter that manually each time you raise an invoice you just want it to appear automatically and we'll come to that later on in this course if you have lots of lines for your invoices just make sure you click the add lines button and more lines will appear if you want to save the invoice and send it by email say my personal email click print or pre you click print or preview again you'll then have this box appear the print preview it may take a little while to load so here's our invoice we have our year-end prep at seventy-five pounds the invoice dress the template is for a windowed envelope we have our company details at the top here if we saved a logo to QuickBooks as in video 1 your logo or probably appear up here and there are other templates you can use for QuickBooks and I'll show you those templates later on in this course I'm just trying to keep things as basic as possible at the moment once we're happy if we hover down the bottom here or at the top you'll have a box like this appear you can save the invoice and then email it as an attachment to someone or you can print it once we're happy with everything we can click Save but if you click on this drop-down box you can click Save and close you'll then go back to the customer screen and you'll see there is an open balance of 120 pounds on sage books if we click on their account you'll see the invoice appears the 31st of July 2015 120 pounds owed so now we actually have something listed on their record let's raise another invoice let's do one for Clear View training this time this time we were to click the Create invoice button instead of going through their account you'll have the invoice screen up here this screen is basically just a template of an invoice net 30 that's fine sale I just put some gobbledygook in here to make sure the video doesn't last too long I say it was 400 pounds we can then print or preview the invoice print or save and then save and close if you want to add v80 to invoices that'll be something covered later in the course just stick with the videos I'll suggest that you just go through the throughout the whole course and then your should learn everything that you need to learn click Save and close and it's saved on the account if we click on the record you'll see we have the invoice saved with the invoice number the date the due date the balance the total and the status that will say open / Jew or paid thank you for watching use the links to watch the next video