Raising an Invoice for Public Relations Made Simple with airSlate SignNow

Raising an invoice for Public Relations

so carrying on from the last video i'm now going to show you how to record raise customer invoices on quickbooks online so from the last video we went into this customer's account which is example customer one to raise and record an invoice for this customer we simply go to this new transaction button at the top right if i click on that we have a number of options it's this top one which says invoice so i click on invoice i'll then be taken to a blank template of an invoice and it's as simple as filling in the details and then clicking save that will record the invoice on quickbooks online and also raise the invoice when i say raise i mean you can print the invoice off you can download it so you can send it to a customer so starting at the top here we have our customer example customer one if whatever reason we've chosen the wrong customer you can simply click on the drop-down list and choose another customer let's stick with customer one example customer one the billing address and name come up automatically based on what has been saved on the customers account so this address is wrong you can manually change this but if you want it to appear right in future you need to go and edit that customer account and put in the right customer details i've shown you how to do that in a previous video about editing customer accounts the payment terms is by default once again that's set in the customer accounts if you want to change this so just click on the drop down list and change that but if you want it to be right going forward so you don't need to worry about this box in future then go to that customer account and edit that and maybe i'll just show you how to do that quickly so if we come out this invoice just click edit here payment and billing you can change the terms here and up here and down here you can change those contact details but let's go back new transaction invoice the due date is based on the invoice date and based on the terms so once again this is all automated all of this you shouldn't have to change perhaps the invoice date you may need to if the invoice should be dated before today's date because this will always be today's date by default you need to start entering information down here so we choose our product or service so i'm going to put sale we can put in a description so we could say service provided on 2nd of december 2021 obviously it's totally up to you whatever description you put in there as long as it makes sense to you and your customer we then have a quantity a rate and amount so the quantity is one and the rate is two to five pounds euros us dollars that's going to show us two to five as the full amount whereas if the quantity is two at two to five you'll see that the amount changes to 450 let's keep that at one and that's done that's the basics of the invoice if we want to print it or download it we can simply click on this here's the invoice i can print it or download it using these options if i just want to save it and move on to something else i just click save and close and that invoice has been saved and you can see on this customer's account the invoice is showing down here because we have a transaction now showing on this customers account which is an invoice now it's important to know at this point that everything i've taught you on quickbooks online is pretty much the basics i've shown you the basics of adding customers of editing customers or setting quickbooks online up i'm now showing you the basics of invoicing if you want something that's more meaty if you want something that's more detailed if you want someone to guide you through this process and hold your hand and spend time with you and be be able to answer your questions then your best option is my quickbooks mentor program all details on the website just go to services up here click on software training and click on quickbooks tuition i can then provide bespoke one-to-one training online and help you to learn the software that's enough sales from me in the next video we will go through editing customer invoices and we'll have another look at this activity showing on the customer account