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Chapter 8. Invoicing

Telling your customers how much they owe you (called accounts receivable) and how soon they must pay is an important first step in accounting. Because if money isn’t following into your organization from outside sources, eventually you’ll close up shop, closing your QuickBooks company file with it.

Although businesses use several different sales forms to bill customers, the invoice is the most popular, and, unsurprisingly, customer billing is often called invoicing. This chapter begins by explaining the difference between invoices, statements, and sales receipts—each of which is a way of billing customers in QuickBooks—and when each is most appropriate. Then, you’ll learn how to fill in the QuickBooks versions of these sales forms, and how to get those forms into your customers’ hands.


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