SCREEN LAYOUT

•  http://qbblog.ccrsoftware.info/2010/09/quickbooks-2011-batch-invoicing/
• http://finance.toolbox.com/blogs/quickbooks-for-contractors/batch-invoicing-increases-efficiency-with-quickbooks-2011-41753

(QUICKBOOKS 2011, Batch Invoicing; Resources)

http://www.axonware.ie/quickbooks2012.shtm

QuickBooks Home Screen Useful Summary of Customer transactions beside the Invoicing Window   Useful Summary of Supplier transactions beside Enter Bill Window   Batch Creation of Invoices Batch E-mail of Invoices & Credit Notes  The default method of sending can be set at a customer level: Quickbooks Invoicing You can change the width of each column on any Quickbooks form.

SYSTEM DESCRIPTION

This is how the Quickbooks Batch Invoicing looks like, and unfortunately I cannot open it... ugh.

System Process

First: You need to set up the terms, sales tax rate, and send method for each customer you want to include in the batch.

PROCESS

1. Invoice Creation

• As database of customer information records

2. Invoice Delivery

• Delivering invoices electronically

3. Invoice Terms

• Settled terms of the business to customers

4. Payment Method

• Either on credit, or checks, or however the business had set it up.

5. Receipt

• The proof of receipt either given by a bank after the transactions.

-After these the company surely have saved a lot of time and money.

(http://muirassoc.com/blog/)

How to start and create invoices:

1. Choose Customers > Create Batch Invoices.

2. Do one of the following:

• Select customers without creating a billing group.

Click Add to include them in this batch.

• Use a billing group you already created.

Click the drop-down arrow and select the name of the group.

• Create a new billing group.

Click the drop-down arrow and click Add New to enter a name for the billing group. Then, add the customers you want to include this group and click Save Group.

3. Click Next. 

4. Enter the line items for the invoice.
Each customer's invoice includes the terms, sales tax rate, and send method you defined for that customer, as well as the line items you entered for the batch.

You can view your selections for each customer in the Customer Center. Right-click a customer name, and choose Edit. Click the Additional Info tab to see your selections.

5. Click Next. 

6. Review the list of invoices and click Create Invoices. 

7.From the Batch Invoices Summary window, you can print or email your invoices based on whatever

preferred send method

you've selected for each customer.
Or, you can

print or send these later.

(http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Sales_Invoices/invoice_batch_create.html)

SYSTEM FUNCTIONS

As the title of the Quickbook system function says "Batch" "Invoicing". Its main function is to generate same invoices at multiple batch of customers regularly, efficiently, and accurately.

(http://www.certifiedqb.com/files/WhatsNew/Whats_New_in_QuickBooks_2013_Training_Guide.pdf)

-It shows the batch of customers that will be invoiced.

• The customers' transaction details can be easily trace here.
• Once customers' information were written it will be easy for the user (business entity) to invoice anytime.

Users Interview

Users (Business owner) have experienced the benefits of the system.
(http://www.youtube.com/watch?v=CdkMtc4b64s) By IntuitAcademy

System Description and Objectives

SYSTAND:  Quickbooks (Batch Invoicing)

DESCRIPTION

Quickbooks is one of the largest retail accounting software and one of its function is batch invoicing. This type of function Quickbooks had innovated enables users to save time in creating invoices regularly. In addition, it can send the invoices directly to multiple customers. It only needs the customers’ information, once filled up every time they made a transaction it will be easy for the business entity to record and send invoice just by opening its accounts.

SYSTEM LAYOUT

OBJECTIVES

Quickbooks objectives in the System:

·         Invoice allows users (business entities) to create an invoice that can send out to multiple customers in a few easy steps.

·         To save a lot of time and adds accuracy and efficiency in invoicing customers/clients. 

·         It enables to invoice in monthly, annually or anytime you need to invoice, especially in businesses that invoice regularly.

·         Continuously sending invoices and not recreating it every time.

NOTE:

This blog's intention is to provide a support in helping the project of analyzing the system "Batch Invoicing of Quickbooks" and its design, for our project. Every cited sources will be named or linked accordingly. Thank you, and God bless us all. :)