QuickBooks Payments account subject to eligibility criteria, credit and application approval. QuickBooks Payments: Payments’ Merchant Agreement applies. Assign each invoice you issue with a unique invoice number, and document the invoice number directly on the invoice and in your records. Numbered invoices help ensure that your business income is properly documented when it comes time to pay taxes. Numbering your invoices makes it easy to track payments and keep your accounting records straight. Accurate documentation of the invoices you issue can help you spot outstanding payments as soon as they’re overdue and improve cash flow. Keep track of your invoices using an invoice tracking system, like a spreadsheet or accounting software that automatically records the status of your invoices.
Be sure to track your sent invoices, making note of when the invoice was issued and when payment is due. Then you can either print and mail the invoice to your customer’s billing address, or send the invoice to your customer’s email address. To send an invoice to your customers, first save the completed invoice template.
Include the following elements on each invoice you create:
Use the fillable invoice template to create an invoice by completing the blank fields in the template with your business, sale, and customer information. An invoice template outlines the necessary fields included on an invoice. What's New in Version 3.9.An invoice template is a document that makes it simple to create new invoices. Whether you're a retail business owner who doesn't want the overhead of a complicated invoice system, or a mail-order business manager who needs to streamline your repetitive billing operations, kBilling has the tools that you need. There is no longer a reason to wait to computerize your business' billing. In addition to support for US currency and date formats, the program lets you bill and invoice your customers in any currency, and using all standard international date formats. The program is fully compatible with Mozy, a secure online backup service to keep your files safe and always backed up. kBilling lets you password-protect all of your files, to secure your company's and your customer's privacy. The program allows you to charge credit cards over the Internet using an Authorize.Net, Verisign, or Plug N' Pay account. You can even use the program to send monthly newsletters to your customers. Whether you're offering product subscriptions, or you provide an ongoing service on a regular basis, kBilling will automatically send invoices and help you keep track of payments. Recurring billing cycles are fully supported. By making it easy to include information on invoices, you save time and money, and eliminate errors. Enter descriptions of the products or services that you offer, and add this information to your invoices with a single click. Enter your customer's contact information once, and retrieve it instantly, when you need to send them an invoice or record a payment. KBilling eliminates the need to type the same information over and over. The program is network-ready, allowing you to access your billing and invoicing information from any workstation on the network. if you have multiple companies, you can consolidate all of them in kBilling. KBilling can process an unlimited number of customers, invoices, products, and services.
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