Skip to main content
April 27, 2019
Question

Customer placed order for forward delivery and invoice , how do i process , normally or another way ?

  • April 27, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

MaryLurleenM
April 27, 2019

Hello there, c-liversidge,

 

You can create an estimate. After the work is done and you're ready to bill the customer, you can add data from the estimate to an invoice.

 

Here's how:

  1. Click the Plus icon.
  2. Select Estimate.
  3. Add the customer's name.
  4. Verify the estimate date.
  5. Enter the Service Date, Product/Service, Description, Qty, Rate, Amount & Customer message.
  6. Save.

Check this article on how to add an estimate to invoice: Set up and use estimates and quotes.

 

Once you receive the payment, you can check this article on how to add bank deposits: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-record-bank-deposits/m-p/185563.

 

Please feel free to leave a comment below if you need any further assistance.