This includes setting the sales terms from the “Terms” drop-down. If manually entering customer data, instead, you must specify additional information.
If you select a customer from the drop-down, their information automatically appears in the form. Alternatively, you can type the customer information into the “Bill To” and “Ship To” fields in the form. One way to do this is by using the “Customer:Job” drop-down and then selecting an existing customer from the Customer List. Then enter customer information into the invoice.
To do this, use the “Template” drop-down in the upper-right corner of the invoice data entry form. The specific invoice form used for the transaction can be changed. To create an invoice in QuickBooks Desktop Pro, select “Customers| Create Invoices” from the Menu Bar. It also shows how much that customer owes for the goods or services purchased. The invoice shows the customer’s information. You create an invoice in QuickBooks Desktop Pro for customer sales for which payment will be made later. Create an Invoice in QuickBooks Desktop Pro: Overview
