Send Your Customer's an Invoice With QuickBooks for Mac
Sometimes customers just don't pay you on time. Which can be very frustrating. That's where QuickBooks comes in! With QuickBooks for Mac you are able to send an invoice to your customer!
If you have an open estimate for a customer, QuickBooks lets you know this when you select the customer name on the invoice. You can then select which estimate you want to use to create an invoice.
Creating or editing an invoice:
1. Choose Customers; Create Invoice.
2. To create a new invoice, click the "Create an Invoice" on the left panel or click the + at the bottom of the list. To edit an invoice, select an invoice in the list on the left panel.
3. Enter the information for the invoice, and click Save.
Note: You can also create invoices using the Customer Center and Transaction Center.
If you have an open estimate for a customer, QuickBooks lets you know this when you select the customer name on the invoice. You can then select which estimate you want to use to create an invoice.
Creating or editing an invoice:
1. Choose Customers; Create Invoice.
2. To create a new invoice, click the "Create an Invoice" on the left panel or click the + at the bottom of the list. To edit an invoice, select an invoice in the list on the left panel.
3. Enter the information for the invoice, and click Save.
Note: You can also create invoices using the Customer Center and Transaction Center.
Got Mac?
Then you need QuickBooks for Mac!
Why?
- Get 1-click access to what you use most:
- The new Left Hand Toolbar lets you create shortcuts so you can move around QuickBooks even faster than before.
- Find what you need, faster than before:
- You can use the enhanced, customization Centers to keep important customer, vendor, and transaction information at your fingertips.
- See who’s paid you (and who hasn't):
- The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up.
- Keep track of sales rep performance:
- It’s easy to run reports that identify your top sales performers, whether they're an employee or a vendor.
- Do everyday financial tasks quickly!:
- Easily create invoices and sales receipts to keep track of who owes you money, what they bought, and when they paid you.
- You can log hours, bill clients, and add reimbursement expenses to your invoices.
- Keep track of important dates with iCal/Calendar integration and import Address Book/Contacts into QuickBooks to maintain up-to-date contact information.
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