Create an invoice from an item record

In addition to creating an invoice from the Customers home page or from Microsoft Office Outlook with Business Contact Manager, you can create one from an item record to include that item.

Note: Inventory items appear on customer forms. Non-inventory and service items appear only if the I sell this item check box is selected on the Inventoryform.

Tip: If you frequently create invoices that have the same field or line item 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 Company, Customers, or Vendors.

  2. Under Find, click Items.

  3. Click the item or items you want on an invoice:

    • To select one item, click its name.

    • To select multiple items, hold down the CTRL key and select individual items, or hold down the SHIFT key and select a range of items.

  4. On the Actions menu, click New Invoice with Item(s).

  5. Enter the information on the Invoice form.

  6. To close the form, click Save and Close.

  7. To create another invoice, click Save and New.

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

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