How to Invoicing Customers for Non-Estimates in QuickBooks 2019

Watch the QuickBooks Pro 2019 video tutorial below. We will discuss how to invoice a customer for products and services which is not based on an estimate.

Welcome back! We are working in module four. We are now all the way down to section four.

Now,  I want to show you briefly, how to invoice a customer for products and services. Especially, when you don’t have an estimate you’d like to attach to that invoice. It could be for the same customer or for a different customer.

Let me show you how that’s done.

All you have to do is go straight to Create Invoices. You can skip the estimates. When you click on Create Invoices, you’re going to pull in your customer name and the customer job.

If you pull in your customer name and the customer job, and it does pop up with the window that says: “there are available estimates“. And, let’s say you don’t want to invoice for something from the estimate, (maybe it’s something totally different), just cancel out of that window and you’ll be back on this screen.

Now, all I have to do is fill everything in. Let’s say that I’m going to charge for blueprints, and I want to have a quantity of two of these at $500 each. On the next line down, I pick Blueprint Changes.

I go ahead and put the description in there and I’ll just do one of these, and we’ll just charge $50 for that. I could keep on going and that’s really all I have to do.

I just want to make sure that everything else is the exact way I want it. Maybe, if I want the date changed or I want a particular customer message at the bottom. I just go ahead and fill all that in.

Once I’m done I’m just going to Save & Close. If I go back to my Customer Center, you’re going to see that now I have an estimate, the two invoices I did earlier, and the new invoice I just created.

That’s pretty easy! That’s all there is to invoice your customer for products and services that are not related to estimates.

Hopefully, what will happen next is you’ll get paid. Why don’t we go ahead and go over to section five and I’ll show you how to receive those payments once they come in the door.

Cindy McGuckin

Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education.Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.