How to record Customer Invoice in Quick books (QB 12) 12.0?

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How to record Customer Invoice in Quick Books 12.0?

Follow the navigation to open the Customer Invoice document for recording of Invoice. 

Go To > Home Page/Customers Tab > Create Invoice

When click on Create Invoice button, you will get this screen. Follow the instructions/Steps to enter invoice in the system.


  1. Select a customer from dropdown to whom you are going to invoice.
  2. Invoice number is auto generated but you can change manually.
  3. Enter customer Job (if any), to get job wise profitability reports.
  4. Enter serial number like 1 2 3 etc. for each line item. it is available only when you customize invoice template. in default template this column is not available.
  5. Select item code from dropdown list, you can search the respective item by typing the name of item/service.
  6. Enter any description for the item or transaction to recall the transaction.  
  7. Enter the amount of Quantity for the item.
  8. Enter the Unit of Measurement e.g. Kg, Gram, No. etc.
  9. Click on "Save and Close" OR "Save and New" button to record the transaction.

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