Creating Invoices

Overview

Invoices are documents sent to customers requesting payment for goods or services provided. Quick Accounting makes it easy to create professional invoices.

Steps to Create an Invoice

1. Navigate to Invoicing > Create Invoice
2. Select the customer
3. Enter invoice date and due date
4. Add line items with descriptions, quantities, and prices
5. Review taxes and totals
6. Add notes or payment instructions if needed
7. Save the invoice
8. Send to customer or print

Invoice Components

Header Information

• Invoice number (auto-generated)
• Invoice date
• Due date
• Customer information

Line Items

• Description of goods/services
• Quantity
• Unit price
• Line total

Summary

• Subtotal
• Taxes
• Total amount due

Invoice Status

• Draft: Invoice not yet sent
• Sent: Invoice sent to customer
• Viewed: Customer has viewed the invoice
• Partially Paid: Partial payment received
• Paid: Invoice fully paid
• Overdue: Payment past due date

Best Practices

• Use clear, descriptive line item descriptions
• Set appropriate payment terms
• Include your payment methods
• Add payment instructions or notes
• Send invoices promptly
• Follow up on overdue invoices
• Keep copies for your records

Invoice Templates

Quick Accounting includes professional invoice templates that you can customize with your company branding.

• Standard Invoice
• Service Invoice
• Recurring Invoice

Sending Invoices

You can send invoices to customers via:

• Email (automatic or manual)
• Print for postal mail
• Customer portal access