Access will populate the Services database with data from the fictional company Northwind Traders.Ģ. Click the button on the left to open the database and work with the sample data. Getting Started: Add existing data to your Services databaseĭashboard: Track active quotes and invoicesĪdvanced: Manage services, products, employees, and customersĪ dialog box appears which allows you to choose whether to keep the sample data or delete it so that you can begin entering your own data:ġ.
Read on to learn how to use the template to make your own database and start using it to help run your business.
Now, select the invoices that you want to print, then click OK.If you haven’t already, download the Services template. When you are ready to print, go to Customers>Create Invoices, click the arrow by the Print button, then choose Batch. If you want to print batches of invoices, make sure the check box "Print Later" is checked when you create invoices. Just select the type of invoice or credit memo. You are ready to print! If you want to print invoices as you create them, you can click the Print button after you create one. When the dialog box comes up (shown below) click Print Sample. Go ahead and print a test invoice on paper. Now, choose the type of invoice form you are going to print on: Intuit Preprinted Forms, Blank Paper, or Letterhead.
This is just the type of paper that you are going to use. Go to the Form Name drop-down box and select Invoice (for printing invoices).įind the printer that you want to use and select it from the Printer Name drop-down list. However, you also have to set up the Invoice Printer on QuickBooks. Of course, printing begins with loading the proper paper into the printer. The FOB field is available only in Product and Packing Slip templates. Enter the name of the shipping point if this is what you want, and where the product ships from is the F.O.B. This means the customer pays the shipping and holds all the risk if there's damage. If a shipment is F.O.B., ownership transfers to the buyer (your customer) when the order is shipped. point determines the point that ownership is transferred, who pays the shipping charges, and who incurs the risk if there's damage to the product during shipping. This is important, even if it doesn't seem that way. The Via field is available in Product and Packing Slip templates.This is for the method of shipping. If there's a sales rep, you can enter it in the Rep box.Įnter the shipping date if it differs from the invoice date. As you may remember, we added your terms to QuickBooks earlier in this course. Number box.Įnter the payment terms by choosing the payment terms from the Terms drop-down list. If there is a purchase order that goes with this invoice/order, enter it in the P.O. If you need to adjust the Bill To address, do so in the Bill To box. If you want, enter an invoice number in the Invoice # box.
Įnter a date for the invoice by going to the Date text box. You can also select the job by using the Customer: Job drop-down. To start, find the customer that you want to invoice. You can click the Hide History arrow to the left of the customer's name to close the panel. However, when you select the customer you want to invoice, you will see the open balance, recent transactions, or notes. Before you create the invoice, that panel will be blank.
In addition to the tabs, there's also an informational panel. You will notice that they each contain buttons that allow you to do tasks pertaining to the invoice you are creating. Take a minute to click on each of these tabs. These tabs are Main, Formatting, Send/Ship, and Reports. You will see four tabs at the top of the window. When you do this, a blank invoice form opens up. Now, either press CTRL+I or click the Create Invoice icon in the Customers section on the Home page. Service invoices are less complicated, and if you learn to do a Product Invoice, you will be able to easily create a Service Invoice.
Just please note that we're going to teach you how to create a Product Invoice in this lesson. You are going to love this lesson because it's so easy compared to the others.