Quickbooks learning series -Creating invoices and tracking payments in QuickBooks

Here is a step-by-step guide on how to create invoices and track payments in QuickBooks:

Create an invoice: To create an invoice in QuickBooks, go to the Customers tab and select Create Invoices. Enter the customer's information, the products or services sold, and the amount due.

Send the invoice: You can send the invoice to the customer directly from QuickBooks via email or print and mail it. QuickBooks also provides an option to add a payment link to the invoice, allowing customers to pay online.

Record payment: When you receive payment from the customer, record it in QuickBooks. Go to the Customers tab and select Receive Payments. Enter the customer's name, the amount received, and any other relevant information.

Apply the payment to the invoice: Once you record the payment, apply it to the invoice. In the Receive Payments window, select the invoice that the payment applies to and click on Apply Payment.

QuickBooks will update the invoice status to paid.

Review payment history: To view the payment history for an invoice, go to the Customers tab, select the customer's name, and then select the Invoices tab. You will see a list of all invoices, their status, and any payments received.

By following these steps, you can easily create invoices and track payments in QuickBooks. QuickBooks also provides various reporting options to help you analyze your invoicing and payment history.

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