Insert Dropdown into the Service Invoice

Aug 6th, 2022
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A step-by-step guide regarding how to Insert Dropdown into the Service Invoice

  1. Drag and drop your file to your Dashboard or add it from cloud storage services.
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  3. Revise your file and make more changes as needed.
  4. Put fillable fields and allocate them to a specific recipient.
  5. Download or send out your file to the customers or colleagues to securely eSign it.
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  7. Make reusable templates for frequently used documents.

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How to Insert Dropdown into the Service Invoice

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Hi everyone, my name is Kevin. Today I want to show you how you can create drop-down lists in Microsoft Excel and as full disclosure before we jump into this I work at Microsoft as a full-time employee. My company requires me to say that anytime I talk about our products. First off, why would you want to create a drop-down list in Microsoft Excel? Well, imagine that you set up a spreadsheet and youre going to have other people filling it out, perhaps you only want them to fill out a cell with specific values and the drop-down list is the perfect way to make sure that people select from those specific values. Its actually very easy to set up and Im going to show you step by step how to do it so you too can create a drop-down list. All right. Well, enough talk. Lets jump on the PC. Here I am on my PC and I already have Microsoft Excel open. This version of Excel comes with Office 365. Its the latest and greatest. However, drop-down lists have been avail

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Go to Settings ⚙ select Account and settings, and then select Sales. In the Messages section, select the edit (pencil ✎) icon. From the Sales form dropdown, select Estimates or Invoices and other sales forms and type the default message to customers. Select Save and Done.
Go to Get paid pay or Sales, then select Products services (Take me there). Select New. Select Non-inventory or Service. Enter a Name for the product or service and a SKU, if you track them.
Mandatory information includes: Title of the document: The invoice should be referred to as a prepayment or (down payment invoice) Tax number or the Value added tax identification number (VAT ID) Your name and full address. Full name and address of the customer.
From the QuickBooks Home screen or the Customer menu, select Create Invoices. On the Customer: Job drop-down, select a customer or customer job. The available Estimates window appears. Choose the estimate you want to include in the invoice. When the invoice appears, edit the information as needed. Select Save Close.

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