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 o fluxo de trabalho
This recording is temporarily unavailable. Please try again later.
Exemplo de configuração dos EUA
Criar um produto de serviço
Ler os passos
- Defina um serviço sem stock e reveja as definições comerciais e fiscais deste exemplo dos EUA.
This recording is temporarily unavailable. Please try again later.
Fluxo partilhado
Imprimir um documento comercial
Ler os passos
- Abra um documento guardado, utilize a ação de impressão e reveja o PDF gerado. Este exemplo imprime um pedido de venda.
This recording is temporarily unavailable. Please try again later.
Exemplo de configuração dos EUA
Faturar um pedido de venda
Ler os passos
- Crie a fatura associada, reveja as linhas e os totais do pedido e conclua a faturação.
This recording is temporarily unavailable. Please try again later.
Fluxo partilhado
Registar o recebimento de uma fatura
Ler os passos
- Abra o recebimento a partir da fatura, escolha a conta de depósito, registe o valor recebido e confirme o estado pago.
This recording is temporarily unavailable. Please try again later.
Fluxo fiscal italiano
Criar uma fatura eletrónica
Ler os passos
- Prepare a fatura e reveja os dados fiscais neste exemplo de faturação eletrónica 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.