Do you keep a bunch of post-its on your desk to remind you what products you bought and services you did for customers? Instead, use delayed charges to keep track and create invoices when the time comes.
Open Delayed Charge
Go to the Plus Sign Menu, and under Customers choose Delayed Charge.
Enter the Customer
Enter the customer you need to invoice in the Choose a Customer field. If this is a new customer, click Add.
In the New Customer window click Save. Only the customer’s name gets saved. You can go to the customer page later to enter additional information.
Enter the Date
Enter the date you purchased the product or performed the service for your customer.
Enter the Products or Services
Enter the products or services you provided for this customer and any information about this product or service.
If this is a new product or service, type it in and click Add.
Choose the Income Account
In the Product or Service Information window, choose the Income Account. This is not a bank account; it is a bookkeeping account.
Enter the Price or Charge
Enter the Price or Charge, and Save it.
Save and Close
You can Save and Close, or if you have new charges to add, click Save and New.
Invoice Your Customer
When it comes time to invoice your customer, go to Plus Sign Menu, and under Customers choose Invoice.
Enter that customer’s name, and click Add all to put this charge into the invoice.