![]() ![]() ![]() That’s why I always believe in professional software. ![]() Even if you’re just looking to send out a bill and receive payment, you still need to look at the Order Entry part of the system and determine how it will work with the kind of business you’re operating. In accounting terms, this is called “Sales Order Entry” or simply Order Entry. Many of the billing systems we looked at let you enter and record the initial sales transaction, which is a good place to start the billing process. I create my invoice bill from my accounting software. No matter what type of business you have, you need accounting software to manage the money moving in and out of your accounts. In accounting terms, this workflow is part of Accounts Receivable. If you’re on a PC, select ‘New’ and type ‘invoice’ in the search bar. Use the search function and type ‘invoice’ if you’re on a Mac. It also gives you a data path to record all of that data in your other accounting and bookkeeping systems. The 6 steps to make an invoice in Word are: Open Microsoft Word. It gives you the means to track your sales or services rendered, who was billed, the fees or charges applied, and when payment was received (or when it was supposed to be received but wasn’t). This is where billing and invoicing software comes in. ![]()
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