HOW TO USE

Invoicing Made Easy

andreachiu2013

Do you want to create invoices online?

andreachiu2013

Rather than the traditional handwritten, paper invoice?

andreachiu2013

Do you want to track and send invoices automatically?

andreachiu2013

Via email?

andreachiu2013

Rather than sending them via postmail

andreachiu2013

Which will be received late by the customer

andreachiu2013

Therefore, payment to you is also delayed?

andreachiu2013

Did you answer YES to any of the questions?!

andreachiu2013

10

Then, this tutorial is for you!

andreachiu2013

11

Ready to start?

andreachiu2013

12

Go to http://quickbooks.intuit.com/invoicin g/

andreachiu2013

13

This is what the website looks like

andreachiu2013

Click on Start Now for Free

14

andreachiu2013

You will see the plans that they offer

15

andreachiu2013

16

Oopps! No need to pay!

andreachiu2013

See this?
17

andreachiu2013

18

Theres free trial for 30 days!

andreachiu2013

Go ahead and click Select and Continue

19

andreachiu2013

You will be lead to the Sign-up Page

20

andreachiu2013

Type your First and Last Name

21

andreachiu2013

Type your Email Address

22

andreachiu2013

Type the User ID that you like

23

andreachiu2013

24

By default, its also the email adress you typed.

andreachiu2013

Type your Password

25

andreachiu2013

Then, click on Get Started

26

andreachiu2013

Wait for a while

27

andreachiu2013

Voila! Heres your account!

28

andreachiu2013

29

Lets go through the dashboard

andreachiu2013

There are different tabs for what you can do

30

andreachiu2013

Heres your To-do list

31

andreachiu2013

Your messages
32

andreachiu2013

And quick links to what you want to do

33

andreachiu2013

34

Well focus more on creating invoices for this tutorial

andreachiu2013

35

Lets get started

andreachiu2013

See the Customers tab?

36

andreachiu2013

37

Lets zoom in for a bigger view

andreachiu2013

You will see the following options under Customers

38

andreachiu2013

Click on Invoice
39

andreachiu2013

You will see this interface

40

andreachiu2013

Choose the Customer you want to send the Invoice to

41

andreachiu2013

The chosen customer will appear in the Bill To box

42

andreachiu2013

Next, choose the Invoice Date

43

andreachiu2013

And the Payment Terms

44

andreachiu2013

The Due Date will automatically compute based on the Terms

45

andreachiu2013

46

Next, choose the Product/Service

andreachiu2013

Lets choose Sales

47

andreachiu2013

48

Enter a short description of the sale

andreachiu2013

49

Then, enter the amount charged

andreachiu2013

You will see the Total Charges below

50

andreachiu2013

51

Type a message to your customer

andreachiu2013

Scroll down further, and youll see this

52

andreachiu2013

Type a transaction summary to appear in the statement

53

andreachiu2013

Then, choose how you want the invoice delivered

54

andreachiu2013

You can choose to have it just printed

55

andreachiu2013

Or to be sent via email also

56

andreachiu2013

57

If you choose to send via email

andreachiu2013

This confirmation window will appear

58

andreachiu2013

59

Type the customers email address

andreachiu2013

Check the box to always use this email address

60

andreachiu2013

And click OK
61

andreachiu2013

62

Customers may even pay online!

andreachiu2013

Just check this box

63

andreachiu2013

And it will help you setup your payment network

64

andreachiu2013

You can even send attachments to your invoice

65

andreachiu2013

Like a photo of the product or a sales promo!

66

andreachiu2013

67

Were done creating the invoice!

andreachiu2013

68

What would we do next?

andreachiu2013

Below the page are these options

69

andreachiu2013

Lets try to click on Save

70

andreachiu2013

This message will appear

71

andreachiu2013

Informing you that the invoice has been successfully created

72

andreachiu2013

Now, click on Home tab

73

andreachiu2013

You will see the created invoice under Recent Activities

74

andreachiu2013

You can even see a Financial Snapshot on the right!

75

andreachiu2013

76

What if this is a recurring transaction?

andreachiu2013

Click on Make Recurring

77

andreachiu2013

And just enter the details below

78

andreachiu2013

The template name

79

andreachiu2013

The transaction interval or frequency

80

andreachiu2013

The date range for the transaction invoices to occur

81

andreachiu2013

And the notification options

82

andreachiu2013

Click on Save Template when done

83

andreachiu2013

84

This confirmation page will appear

andreachiu2013

Click on Go to Recurring Transactions List

85

andreachiu2013

And youll see the details of the invoice

86

andreachiu2013

87

What if we want to edit the invoice created?

andreachiu2013

88

Simple!

andreachiu2013

Click on Home tab

89

andreachiu2013

Under Recent Activities, click on the word Invoice

90

andreachiu2013

There! You can now edit as necessary!

91

andreachiu2013

Below the invoice are additional options..

92

andreachiu2013

Delete or Void
93

andreachiu2013

94

Now, what if we have a new customer?

andreachiu2013

95

And hes not yet on the Customer List?

andreachiu2013

Remember this interface?

96

andreachiu2013

Click on Add New

97

andreachiu2013

This dialog box will appear

98

andreachiu2013

Type the name of the customer

99

andreachiu2013

Click Add All Info

100

andreachiu2013

Fill in other details about the customer

101

andreachiu2013

The billing address

102

andreachiu2013

Contact information
103

andreachiu2013

And other details necessary for the invoice

104

andreachiu2013

105

Done?

andreachiu2013

Click Save
106

andreachiu2013

107

Next, lets try to add a new product or service

andreachiu2013

Under Product/Service, click Add New

108

andreachiu2013

This box will appear

109

andreachiu2013

Type the name of the new product or service

110

andreachiu2013

Type a short description

111

andreachiu2013

Enter the price

112

andreachiu2013

And choose to what Income account it should belong..

113

andreachiu2013

Then, click Save

114

andreachiu2013

You can now see it in the invoice were creating!

115

andreachiu2013

You can also add more charges by adding more lines

116

andreachiu2013

117

Hooray! Were done creating invoices!

andreachiu2013

118

But wait!!

andreachiu2013

119

Were not yet finished!

andreachiu2013

120

We still have to print and email the invoices!

andreachiu2013

121

Otherwise

andreachiu2013

122

We wont be able to collect payments

andreachiu2013

Remember this?
123

andreachiu2013

Click on Home tab

124

andreachiu2013

You will now see this under your To Do List

125

andreachiu2013

126

Click on Deliver sales transactions

andreachiu2013

You will see the open invoices

127

andreachiu2013

See this?
128

andreachiu2013

Lets zoom it in
129

andreachiu2013

Click on the drop-down arrow

130

andreachiu2013

131

You will see the following options

andreachiu2013

You can choose to receive payment

132

andreachiu2013

133

Print a hard copy of the invoice

andreachiu2013

134

Send the invoice through email

andreachiu2013

Or print a packing slip

135

andreachiu2013

136

You can also do a batch action

andreachiu2013

By clicking here
137

andreachiu2013

Just check the invoices you want to apply the action

138

andreachiu2013

And choose from these actions

139

andreachiu2013

140

Thats it!

andreachiu2013

141

You can now just sit back and relax

andreachiu2013

142

Track your invoice

andreachiu2013

143

And ensure your payments!

andreachiu2013

144

Everything online!

andreachiu2013