Easily Insert Dropdown List to the Service Invoice

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How to Insert Dropdown List to 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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How do I create a service invoice in QuickBooks?

How to create an Invoice in QuickBooks On your Dashboard, go to the Invoicing area and click Send your first invoice. Select the customer youre invoicing. Select the Payment Terms. Enter What You Sold. Email the Invoice. Preview Your Invoice. Customise Your Invoice. Add Your Logo.

How do I enter service items in QuickBooks?

To create service items in QuickBooks Desktop Pro, click the Item button in the lower-left corner of the list window. Then select the New command from the pop-up menu. In the New Item window, select Service from the Type drop-down. Enter a name for the service into the Item Name/Number box.

How do I create a service invoice in Excel?

How to Create an Invoice In Excel - Full Guide with Examples Step 1: Open a New Blank Workbook. Step 2: Remove Gridlines. Step 3: Create an Invoice Header. Step 4: Add Invoice Payment Due Date Invoice Number. Step 5: Enter the Clients Contact Information. Step 6: Create an Itemized List of Services and Products.

How do I add service charges to an invoice in QuickBooks?

Select the invoice you want to add a service fee to. Select Edit invoice. From the Product or service ▼ dropdown, select the service fee you created. (Optional) In the Amount field, enter the amount of the service fee.

How do I enter a service invoice in QuickBooks?

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.

What should be included in a service invoice?

Service invoices include information such as the name of the service provider, the name of the client, the date of service, a description of the services provided, the amount charged for the services, and any applicable taxes or fees.

How do I create an invoice database in Excel?

Open Microsoft Excel First, open Microsoft Excel. Click File on the menu bar and then click New from Template. A page will launch with a selection of available invoice templates.

How do I bill for services in QuickBooks?

Enter bills into QuickBooks Select + New. Select Bill. From the Vendor ▼ dropdown, select a vendor. From the Terms ▼ dropdown, select the bills terms. Enter the Bill date, Due date, and Bill no. Enter the bill details in the Category details section. Enter the Amount and tax.

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Insert Dropdown List to the Service Invoice