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Used for: Create invoices for Global Quality Foods to bill Ocean Choice.
You use invoice to record sales transactions from customers who make no or partial payment during the time of the sale. Invoices help you keep track of your accounts receivable. Depending on your transaction with a customer, you can create an invoice in QuickBooks Desktop in different ways.
Creating an invoice is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, see:

  • Workflow 1: Sales Order - Invoice - Payment Deposit.

Use this workflow if you are not required to send proposals or quotes to your customers but you still need to use sales order to manage the sale of your products and services.

This workflow contains the following steps:

  1. Step 1: Create a sales order.
  2. Step 2: Create an invoice.
  3. Step 3: Record a payment.
  4. Step 4: Deposit customer payments.
  5. Workflow 3: Estimate – Invoice – Payment – Deposit

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  1. Step 1: Create an estimate.
  2. Step 2: Create an invoice.
  3. Step 3: Record a payment.
  4. Step 4: Deposit customer payments.
  5. Workflow 2: Invoice – Payment – Deposit.

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