Difference between revisions of "Create Event Invoices Using the Task List (CQI Legacy Billing)"

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(Created page with "<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LR0HA">You may also create event invoices and sale...")
 
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<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LR0HA">You may also create event invoices and sales receipts by clicking the </span><span style="font-weight: bold;">Event Invoices</span> tab after selecting the <span style="font-weight: bold;">QuickBooks</span> module in the left-hand menu bar.</div>
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''You may also create event invoices and sales receipts by clicking the Event Invoices tab after selecting the QuickBooks module in the left-hand menu bar.''
  <div style="margin-left: 18pt;">
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1. Click QB Invoices in the Task List.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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2. Click Create Invoices in the Action column of the row of the desired event.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KR0HA">Click </span><span style="font-weight: bold;">QB Invoices</span> in the <span style="font-weight: bold;">Task List</span>. </div></td>
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3. Click the Account tab.
      </tr>
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    </table>
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4. Select desired Invoice Options.
  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0JR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.1.jpg]]</span></div>
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''If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two invoice creation options for non-member are available: create a new QuickBooks customer for each non-member participant or assign non-member invoices to a single QuickBooks customer.''
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0IR0HA">Figure 8-6</span></span> QB Invoices appear on Task List</div>
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  <div style="margin-left: 18pt;">
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''Select your Preferred Billing Contact – either the Member Billing Rep (if available) or the Registrant.''
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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''Select the desired Line Item Description that will display on the invoice.''
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HR0HA">Click </span><span style="font-weight: bold;">Create Invoices</span> in the <span style="font-weight: bold;">Action</span> column of the row of the desired event.</div></td>
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5. Click Create Invoices Now.  
      </tr>
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    </table>
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''If the Create Invoices Now button is not available (dimmed out), you may need to verify your QuickBooks connection. This may be done at the top of the Event Invoices tab or by selecting QuickBooks Connection Settings in the Setup module.''
  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0GR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.2.jpg]]</span></div>
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''If you are using QuickBooks 2006 or earlier, the invoice distribution method will be automatically set as “To be printed”, even though the Output column will not be displayed. This selection may be modified for each invoice after creation in QuickBooks.''
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0FR0HA">Figure 8-7</span></span> Create pending invoices</div>
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  <div style="margin-left: 18pt;">
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6. Invoice and Sales Receipt creation begins. Click Refresh every 5 seconds to automatically view on-going progress.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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7. Click Finish.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ER0HA">Click the </span><span style="font-weight: bold;">Account</span> tab.</div></td>
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In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow File:QuickBooks Billing-Create event invoices using the Task List-QuickBooks.1.066.8.jpg. Click Print Batch. Those queued to print are invoices that were marked as “To be Printed.”
      </tr>
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    </table>
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These invoices now exist in QuickBooks and are marked to be printed for those with QuickBooks 2006 or earlier. Users of QuickBooks 2007 or higher had the opportunity to select the desired invoice distribution method in step 4. You may view, print and distribute them in QuickBooks according to standard QuickBooks procedures.
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DR0HA">Select desired </span><span style="font-weight: bold;">Invoice Options</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0CR0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0BR0HA">Figure 8-8</span></span> Invoice options</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AR0HA">If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two invoice creation options for non-member are available: create a new QuickBooks customer for each non-member participant or assign non-member invoices to a single QuickBooks customer. </span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E06Q0HA">Select your Preferred Billing Contact – either the Member Billing Rep (if available) or the Registrant.</span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E05Q0HA">Select the desired Line Item Description that will display on the invoice.</span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E04Q0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.4.jpg]] </span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Q0HA">Click </span><span style="font-weight: bold;">Create Invoices Now</span>. [[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.5.jpg]]</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E02Q0HA">If the </span><span style="font-weight: bold;">Create Invoices Now</span> button is not available (dimmed out), you may need to verify your QuickBooks connection. This may be done at the top of the <span style="font-weight: bold;">Event Invoices</span> tab or by selecting <span style="font-weight: bold;">QuickBooks Connection Settings</span> in the <span style="font-weight: bold;">Setup</span> module.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E01Q0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.6.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0ZQ0HA">Figure 8-9</span></span> Create Invoices</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YQ0HA">If you are using QuickBooks 2006 or earlier, the invoice distribution method will be automatically set as “To be printed”, even though the Output column will not be displayed. This selection may be modified for each invoice after creation in QuickBooks. </span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XQ0HA">Invoice and Sales Receipt creation begins. Click </span><span style="font-weight: bold;">Refresh every 5 seconds</span> to automatically view on-going progress. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0WQ0HA">[[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.7.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E0VQ0HA">Figure 8-10</span></span> Invoice status</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UQ0HA">Click </span><span style="font-weight: bold;">Finish</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0TQ0HA">In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow [[Image:QuickBooks_Billing-Create_event_invoices_using_the_Task_List-QuickBooks.1.066.8.jpg]]. Click Print Batch. Those queued to print are invoices that were marked as “To be Printed.”</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SQ0HA">These invoices now exist in QuickBooks and are marked to be printed for those with QuickBooks 2006 or earlier. Users of QuickBooks 2007 or higher had the opportunity to select the desired invoice distribution method in step 4. You may view, print and distribute them in QuickBooks according to standard QuickBooks procedures.</span></div>
 

Revision as of 22:14, 31 December 2015

You may also create event invoices and sales receipts by clicking the Event Invoices tab after selecting the QuickBooks module in the left-hand menu bar. 1. Click QB Invoices in the Task List.

2. Click Create Invoices in the Action column of the row of the desired event.

3. Click the Account tab.

4. Select desired Invoice Options.

If registration is accepted for individuals that are not chamber members, invoices may also be generated if desired. Two invoice creation options for non-member are available: create a new QuickBooks customer for each non-member participant or assign non-member invoices to a single QuickBooks customer.

Select your Preferred Billing Contact – either the Member Billing Rep (if available) or the Registrant.

Select the desired Line Item Description that will display on the invoice.

5. Click Create Invoices Now.

If the Create Invoices Now button is not available (dimmed out), you may need to verify your QuickBooks connection. This may be done at the top of the Event Invoices tab or by selecting QuickBooks Connection Settings in the Setup module.

If you are using QuickBooks 2006 or earlier, the invoice distribution method will be automatically set as “To be printed”, even though the Output column will not be displayed. This selection may be modified for each invoice after creation in QuickBooks.

6. Invoice and Sales Receipt creation begins. Click Refresh every 5 seconds to automatically view on-going progress.

7. Click Finish.

In many versions of QuickBooks you may print the batch of invoices by clicking Invoices. Then click the Print drop-down arrow File:QuickBooks Billing-Create event invoices using the Task List-QuickBooks.1.066.8.jpg. Click Print Batch. Those queued to print are invoices that were marked as “To be Printed.”

These invoices now exist in QuickBooks and are marked to be printed for those with QuickBooks 2006 or earlier. Users of QuickBooks 2007 or higher had the opportunity to select the desired invoice distribution method in step 4. You may view, print and distribute them in QuickBooks according to standard QuickBooks procedures.