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2020-09-04
Create Dropdown Invoice Feature
The Create Dropdown Invoice feature streamlines your invoicing process, making it faster and more user-friendly. With this tool, you can efficiently manage invoices and enhance your business's financial operations.
Key Features
User-friendly dropdown menu for selecting invoice items
Automatic calculation of totals and taxes
Customizable invoice templates for branding
Option to add notes and payment terms easily
Ability to save frequent items for quick access
Potential Use Cases and Benefits
Ideal for small businesses needing efficient invoicing solutions
Helpful for freelancers managing multiple clients and services
Great for accounting departments in larger organizations
Useful for service providers wanting to track billable hours
Advantageous for retail businesses handling numerous products
This feature directly addresses the challenge of time-consuming and error-prone invoicing. By simplifying the process, it reduces the risk of mistakes and saves you valuable time. You can focus on what truly matters—growing your business and serving your clients. Start optimizing your invoicing today.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
How do I add a drop-down list to an invoice in Quickbooks?
From the Home screen go to the Lists menu.
Select Item List.
Right-click anywhere, then select New.
Select the Type drop-down, then select Discount.
Enter an Item Name/Number and a brief Description.
In the Amount or % field, enter the discount amount or percentage.
How do I enter an item in QuickBooks?
On the Item List window, select Item then New (for Windows) or + > New (for Mac). Select the type of item you want to create. Fill in the item fields. Enter your desired name for the item.
How do I enter an item into QuickBooks?
Suggested clip
QuickBooks Pro 2018 Tutorial Creating Inventory Items Intuit ... YouTubeStart of suggested client of suggested clip
QuickBooks Pro 2018 Tutorial Creating Inventory Items Intuit ...
How do I enter an invoice in QuickBooks?
Start the QuickBooks program, and then open the Customers' menu located at the top of the program. Click on Create Invoice to open the invoicing menu. Choose the customer to receive the invoice using the drop-down menu for Customer: Job.
How do I enter an invoice into QuickBooks?
Start the QuickBooks program, and then open the Customers' menu located at the top of the program. Click on Create Invoice to open the invoicing menu. Choose the customer to receive the invoice using the drop-down menu for Customer: Job.
How do I send an invoice in QuickBooks?
Create an invoice or open one you already created.
At the lower right, from the drop-down menu, select Save and send.
Make sure all the information in the email is correct.
Select Send and close.
How do I raise an invoice in QuickBooks?
Create Your First Invoice. On your Dashboard, go to the Invoicing area and click Send your first invoice.
Select the Customer You're Invoicing. ...
Select the Payment Terms. ...
Enter What You Sold. ...
Email the Invoice. ...
Preview Your Invoice. ...
Customize Your Invoice. ...
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