Create a new invoice for a job

Available in Microsoft Office Accounting Professional 2009 only.

Besides creating an invoice from the Customers Home page or from Microsoft Office Outlook 2003 with Business Contact Manager Update, you can create an invoice from the job record for that job. To use jobs, you must have selected the Use jobs check box in the Preferences dialog box.

Tip: *If you frequently create invoices that contain the same information, you can save an invoice as a template that you can reuse. For more information, see Create a recurring document.

  1. In the Navigation Pane, click Customers.

  2. Under Find, click Jobs.

  3. Double-click the job.

  4. On the Actions menu, click New Invoice for this Job.

  5. Select the products that you want on the invoice:

  6. Click OK.

  7. Enter the information on the invoice.

  8. To close the invoice, click Save and Close on the toolbar.

  9. To close the job, click Save and Close on the toolbar.

  10. To save the invoice as a template that you can reuse, click Recurring.

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