Creating Invoices in QuickBooks

You can create invoices in QuickBooks from Deals, Persons, Organisations and Projects page in TeamWave. To create QuickBooks invoices, you first need to link QuickBooks customers to that Deal, Person, Organisation or Project.

Once a customer is linked,
  • Click on more button next to customer name
  • Select 'Create invoice'
  • Enter all the details of the invoices
  • Then click 'Create'
  • If you want to send an invoice to the client directly, you can enter the email address of your client
  • Then click on ‘Create & Send’

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