Video: Creating an invoice in QuickBooks 2013

In this video, watch how Wally uses QuickBooks for Mac to invoice a customer for work he’s done for her.

Video Script

Wally’s finished his work on the new web site he designed and built for Hannah’s Illusion Supplies. He’d really like to get paid now! So Wally goes to the QuickBooks for Mac home page and clicks Create Invoices. He enters Hannah’s name into the Customer:Job field.

The Available Estimates window rolls down. Wally chooses the Estimate he created for Hannah before he started her site. He clicks OK on Available Estimates to send the window away. A message tells Wally that Progress Invoicing is currently turned off. That’s okay with Wally—he’s invoicing Hannah for the whole job, so he doesn’t need Progress Invoicing. He clicks OK on this and any other messages that pop up about the invoice.

Wally looks over the Invoice. Some things changed after he sent Hannah the original estimate. He adds and changes items to the item list. Wally clicks his mouse in the Terms field, then reads the info on the GuideMe panel about payment terms. Wally isn’t sure of what to put in there. So he looks at the Guide Me assistance system. Wally clicks his mouse into the Terms field. Wally chooses Net 30 from the list of payment terms, which means that Hannah must pay him the full amount of the invoice within 30 days.

Wally finishes filling out the invoice, adds a customer message, and makes sure there’s no sales tax in the Tax Item field since this was a service-only job.

Wally wants to add this invoice’s due date to his iCal, so he clicks the Add to iCal button.

Wally sees that the Intuit PaymentNetwork button is already selected. That’s good– if Hannah wants to, she can click that link on the invoice to pay Wally online.

Wally wants to be sure his invoice looks nice—after all, attractive design is key to his business. He clicks the Template button, and chooses one of the templates QuickBooks offers. He clicks the Preview button to see what the invoice will look like when Hannah sees it.

Finally, it’s time for Wally to send the invoice to Hannah. He clicks Email. He checks the Include text in email box so that his cover text will get sent to Hannah. Wally clicks Send. His default email program opens, with the cover text showing and the invoice PDF attached to the email. Back in QuickBooks, he Saves the invoice for his records. Wally’s done for the day!

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About Shelly King

Shelly King works for Intuit as a member of the QuickBooks for Mac team. She’s the Managing Editor for Little Square and its main contributor. Shelly grew up in the South until 1994 when the Internet called her to Silicon Valley. She’s done a lot on the web ever since. Little Square was her idea. Yep, it’s all her fault. See all of Shelly's articles

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