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Creating invoices in method12/5/2023 ![]() ![]() If you choose to update the line items, remember to click Update to generate a new total based on the new items you've chosen.Īs with most of the New/edit screens of this type, the screen is divided between the Existing invoice grid on the left and the New/Edit invoice screen on the right. From this screen, you can alter any of the existing fields - change the text in writable fields, change the chosen option in drop down menus, and change any of the information listed in the line item grid.Ensure the Customer:Job, Account, and Date fields are filled out (if you are selecting an existing invoice they will already have information in each field) - they do not have to have the same information (you can change both of these fields to suit your needs) but they must be filled out in order for Method to save the invoice.This will populate the fields to the right with any pertinent information already saved and associated with this invoice. In the Existing invoices grid, choose the invoice you wish to edit and click select.The rest of the buttons provide you with additional options please see the Screen overview below for more information. If the Email notification box is left unchecked, this button will appear as Save & New, which means it will save the fields and clear them in preparation for a new invoice. If you have clicked Email notification when saving, the button below will appear as Save & Email, and will generate and send an email to any contact on the account who has Opt out of billing unchecked (please see our documentation on Contacts for more information). Clicking Save at the bottom of the screen will save this invoice when you reload the Existing invoice grid you will see it there.However, the more information you provide, the more comprehensive your invoice will be! For more information on the remaining fields on this page, please see our Screen overview below. The above fields are the only required fields on this page and represent the minimum amount of information Method needs to create an invoice. Click Update when you're done filling in line items to generate a total. You can change these, as well as the other options, as you desire (please see Screen overview for more information about these fields). Choosing these items will auto-fill the Description, Quantity, Amount, Cost, and Tax fields in the grid. You can include as many items as you want if you run out of space, click New Line Item to generate further lines. In the Line Item grid, choose the items that will be included for this invoice by using the Item drop down menu(s).From the Date drop down menu, choose a date for this invoice.The only option available out of the box is Accounts Receivable, but you can add more in your QuickBooks account! ![]() From the Account drop down menu, choose an account to associate with this invoice.This will auto-fill any address information Method has on file for this customer or customer job. ![]()
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