Sales invoicingfor QuickBooks
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.
Ver el flujo de trabajo
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Ejemplo de configuración de EE. UU.
Crear un producto de servicio
Leer los pasos
- Define un servicio sin existencias y revisa la configuración comercial y fiscal del ejemplo estadounidense.
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Flujo compartido
Imprimir un documento comercial
Leer los pasos
- Abre un documento guardado, usa la acción de impresión y revisa el PDF generado. Este ejemplo imprime un pedido de venta.
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Ejemplo de configuración de EE. UU.
Facturar un pedido de venta
Leer los pasos
- Crea la factura vinculada, revisa las líneas y totales del pedido y completa la facturación.
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Flujo compartido
Registrar el cobro de una factura
Leer los pasos
- Abre el cobro desde la factura, elige la cuenta de ingreso, registra el importe recibido y comprueba el estado pagado.
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Flujo fiscal italiano
Crear una factura electrónica
Leer los pasos
- Prepara la factura y revisa sus datos fiscales en este ejemplo de facturación electrónica italiana.
Turn the agreement into a financial document
An invoice brings together the customer, date, document number, product or service lines, amounts and tax context. Work directly in the form or use supported assistant workflows. Where the invoice comes from a sales order, the agreed commercial prices remain the basis of billing instead of being silently replaced by a newer price list.
Keep presentation and accounting connected
Supported print and email actions use the company's document presentation and the saved invoice data. Local electronic-invoicing workflows are separate from simply creating a PDF and apply only where configured. Follow payment and linked-document information to distinguish an issued invoice from one that has been transmitted, accepted or paid.
What to know before you start
Creating or emailing a PDF is not proof of tax-authority acceptance or customer payment. Verify the applicable electronic-invoicing and collection workflows separately.
Practical questions
Does a new price list reprice an existing order invoice?
Order-linked invoices retain the agreed-price protections. Current catalogue pricing is not a reason to overwrite the original agreement.
Can I use my company branding?
Supported document templates use company information and configured logo/theme settings. Confirm your desired layout during setup.
Continue the workflow
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Electronic invoicing
Use supported Italian electronic-invoice sending and receiving workflows, with fiscal references, transmission outcomes and linked accounting documents.
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.