How to add new individual invoices from a facility

You can enter sales transactions in QuickBooks Online (QBO) in various ways, 2017ops1. I'm excited to guide you through the step-by-step process.

An invoice can be generated when you need to request payment from your customers. However, if your customers pay you immediately, a sales receipt is the appropriate document to use.

To create an invoice, follow these steps:

1. In the left menu of your QBO account, choose the + New button.
2. Select Invoice.
3. Select Add customer and choose a customer from the ▼ dropdown.
4. Review the Invoice date, Due date, and Terms.
5. In the Product or service section, select a product or service from the ▼ dropdown.
6. Enter the Description, QTY, Rate, and Amount if needed.
7. Click Save and close.

To create a sales receipt, here's how:

1. In the left menu of your QBO account, choose the + New button.
2. Select Sales receipt.
3. Choose a customer from the ▼ dropdown.
4. Review the Sales receipt date, Due date, and Terms.
5. In the Product or service section, select a product or service from the ▼ dropdown.
6. Enter the Description, QTY, Rate, and Amount if needed.
7. Click Save and close.

For detailed information on the difference between an invoice and a sales receipt, and how each functions, check out the articles below. They include videos to visually guide you in creating invoices and sales receipts.

• Understand the difference between invoices, sales receipts, bills, and statements in QuickBooks Onli...
• Create invoices in QuickBooks Online
• Create sales receipts in QuickBooks Online

If you regularly invoice the same customers for the same products and amounts, consider creating a recurring transaction to streamline your workflow. For detailed instructions, refer to this article: Create recurring transactions in QuickBooks Online.

For future reference, I recommend exploring the article Record invoice payments in QuickBooks Online to gain a clear understanding of how to manage and record invoice payments efficiently within the platform.

If you find yourself needing help with recording invoices, 2017ops1, simply reply to this thread. We're just a message away and eager to help you tackle any challenges effectively.