Chapter 6

Invoicing Customers and Receiving Payments

IN THIS CHAPTER

Bullet Getting familiar with sales transactions

Bullet Understanding invoices and setting automatic subtotals

Bullet Looking at billable time entries and printing a batch of invoices or packing slips

Bullet Keeping tabs on invoice status and receiving payments

Bullet Giving money back to customers

Bullet Writing off bad debt

Bullet Reviewing and creating transactions with Spreadsheet Sync

When you’re using new software, it always helps to carry out actions a few times to get familiar with them. If you have any unpaid invoices for your customers, for example, recording them in QuickBooks now will help reinforce what you read here. You’ll also want to record all bank deposits that you’ve made since the starting date that you’ve chosen for using QuickBooks.

Getting ...

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