Creating a manual invoice is similar to filling out a paper invoice, except it takes less effort and time. You can enter items to charge to a project, use an estimate or budget as the basis of the invoice, copy a previous manual invoice, or pull in time and expense entries for a date range. You can edit various fields, apply taxes, and add a miscellaneous amount to the invoice, if desired.
To create a manual invoice:
Open Manual Invoice screen from the Billing menu . Alternatively, you can click Invoice on the Budget or Estimate screen.
Enter the ID of the project to charge. The Bill to address automatically fills in with the main client contact address.
In the Invoice Date field, enter the invoice date. The date defaults to today (the system date of your computer)
BillQuick Online automatically assigns the invoice number. To edit it, click the field and enter another number.
In the Load From section, select the desired budget/estimate from the drop-down list. Activity and expense data from the budget/estimate display in the item grid. You can edit descriptions and other fields, if desired.
Click the % Done field for the first item. Enter a value to indicate how much of budgeted or estimated work is done for the activity or expense. BillQuick Online computes the total for each item.
If the item is taxable, the percentage will carry forward. In addition, you can edit this field.
Expense items are already noted by a mark in the Exp box. Expense items print separate from service items on an invoice.
If you want to add a miscellaneous charge to the invoice, click the Misc Amount field and enter an amount.
If the client deserves or negotiated a discount, click the Discount field and enter an amount.
If the client prepaid all or part of the invoice, click the Paid Today field and enter an amount.
Click the Memo Pad to enter an invoice memo.
Click Print button to process as well as print the invoice. To print it later with other invoices, click the Process button.
When you have finished, click Return to return to the home page of BillQuick Online.