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Invoicing and Collecting Income in Quickbooks 2007

Feb 9, 2007

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Previewing Invoices

The onscreen preview feature is useful because it allows you to familiarize yourself with what information prints on the invoice, where it prints, and what information is just for display onscreen.

Prepare an invoice.
Click the arrow next to the Print button on the invoice form toolbar.
Click to view larger image
Select Preview.

Did You Know?

Program advertisements appear from time to time. When you make certain selections in QuickBooks, you might notice extra windows appearing, offering more information about special features, such as how to print labels or how to order preprinted supplies. When these windows appear, you can check a box in the window to keep the window from appearing again in the future, or you can simply click OK to close the window.
Examine the preview screen for any errors or changes you want to make prior to printing.
Click Close to close the preview and return to the invoice screen.
Click to view larger image

See Also

See “Prepare an Invoice for Selected Items” in Chapter 8, “Job Cost Estimating and Tracking,” and “Charging Expenses to a Customer” later in this chapter for additional examples of information that does not appear on invoices.

Invoice Dates

The date you enter on your invoice is significant because a variety of calculations results from that date:

The invoice date is coordinated with the criteria you enter in the Terms field to help QuickBooks determine when the customer payment is due.
The invoice due date is considered when QuickBooks produces Accounts Receivable Aging Reports, which show overdue customer payments in increments of 30 days, 60 days, 90 days, and so on.
The invoice date is significant when you issue statements to customers and assess finance charges. When you set Finance Charge Preferences, you must indicate whether finance charges are to be assessed based on the date of the invoice or the due date based on the terms you indicated.
The invoice date combined with the payment terms you set determine when the invoice appears in your Reminders window as being overdue.

So, take extra care when you write invoices, knowing the date you put on an invoice has myriad implications throughout your QuickBooks program.

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