Sales invoicingfor QuickBooks
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.
Voir le processus
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Exemple de configuration américaine
Créer un article de service
Lire les étapes
- Définissez un service sans stock et vérifiez les paramètres commerciaux et fiscaux de cet exemple américain.
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Processus partagé
Imprimer un document commercial
Lire les étapes
- Ouvrez un document enregistré, lancez l'impression et vérifiez le PDF généré. Cet exemple utilise une commande client.
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Exemple de configuration américaine
Facturer une commande client
Lire les étapes
- Créez la facture liée, vérifiez les lignes et totaux de la commande et terminez la facturation.
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Processus partagé
Enregistrer le règlement d'une facture
Lire les étapes
- Ouvrez l'action de règlement, choisissez le compte de dépôt, enregistrez le montant reçu et vérifiez le statut payé.
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Processus fiscal italien
Créer une facture électronique
Lire les étapes
- Préparez la facture et vérifiez les données fiscales dans cet exemple de facturation électronique italienne.
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.