Chapter 4

Creating Invoices and Credit Notes

In This Chapter

arrow Deciding whether you’re ready to invoice your customers

arrow Preparing invoices and credit notes

arrow Fixing invoice and credit note mistakes

arrow Printing invoices and credit notes

arrow Sending invoices and credit notes via e-mail

arrow Customising invoices and credit notes

In this chapter (you might be surprised to discover), we describe how to create and print invoices in QuickBooks as well as how to create and print credit notes.

You use the QuickBooks invoice form to invoice customers for the goods that you sell. You use its credit notes form to handle returns and cancelled orders for which you’ve received payment.

Making Sure That You’re Ready to Invoice Customers

We know that you’re probably all set to go. But first, you need to check a few things, okay? Good.

You should have installed QuickBooks already, of course. (We briefly describe how ...

Get QuickBooks® 2012 For Dummies®, UK Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.