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  • 2 months ago
Dito gagamitin natin ang Create Invoice na transaction para iserve na ang mga Sales Orders na ginawa natin sa ating Customers. Create Invoice din na transaction ang nag rerecord ng benta sa ating customers na pautang. Invoice din na transaction ang pwedeng gamitin para maconvert ang Sales Orders.
Transcript
00:09At the previous lesson,
00:10we're going to do the sales orders
00:12for our customers.
00:14The sales orders at transactions
00:15are available on the homepage
00:17in the section of customers.
00:19At this is what we're going to do.
00:24If we're going to do the sales orders,
00:25then we're going to do the previous
00:29and then we're going to do the sales orders
00:31at customer 1
00:34and we're going to do the number
00:39SO0001.
00:43Ngayon po,
00:44isi-serve na natin
00:45yung ginawa natin yung sales orders
00:47sa ating customer
00:47or yung P yung binigay sa atin ng customer.
00:50Para po ma-serve natin yung sales order,
00:53galing pong sales order,
00:55lipat po tayo
00:58dito sa create invoices.
01:00Ang create invoices
01:02ay makikita rin sa homepage
01:03sa section ng customers.
01:06Click natin
01:08at ito po ang itsura
01:10ng ating create invoices na window.
01:12Meron po itong title na invoice.
01:15Ang create invoices na window,
01:18pwede rin po ma-access sa menu bar
01:20by clicking customers
01:23tapos
01:24create invoices
01:26or ctrl-I.
01:30At yun din po ang lalabas.
01:36Subukan na natin.
01:38Ang customer po
01:39na ginawa natin
01:40ng sales order
01:41ay si Customer Company 1.
01:42Kaya yun po yung pipiliin natin dito.
01:47Yan po.
01:49Click natin.
01:51Kapatapos po natin i-click,
01:52lalabas po yung window
01:53na available sales orders.
01:55At makikita natin dito
01:56yung ginawa nating sales orders.
01:59Nandito po yung number,
02:01yung pangalan ng ating customer.
02:03Adjust na natin
02:03para makita natin.
02:05Ayan po.
02:06Yung amount
02:07ng kanyang sales order
02:08at yung kailan natin ginawa.
02:11I-click natin
02:12itong side na ito
02:13para mapili natin siya.
02:16At meron na po'ng check.
02:19Dahil isa lang
02:19yung sales orders natin,
02:20automatic
02:21sumabay po
02:22yung select all
02:23na checkbox.
02:26Click natin yung OK.
02:29Pag-click natin ang OK,
02:30meron ulit isang option.
02:32Create invoice
02:33based on sales orders.
02:35Piliin mo na natin
02:36itong
02:37create invoice
02:38for all the sales orders.
02:41Ibig sabihin po
02:42na option na yan,
02:43lahat po ng items
02:44sa sales orders
02:45ay pipiliin natin.
02:46Click OK.
02:48At ayun po.
02:49Finoward lahat
02:50ni QuickBooks.
02:51Dito sa ating invoice
02:52galing sales orders
02:53yung mga items natin.
02:55Lakian ko lang ng konti
02:56yung ating create invoice.
02:59Para makita natin
03:00yung mga items,
03:01ayan po.
03:02Collapse ko na rin
03:03itong button
03:04para mas lumuwog pa tayo.
03:06Ngayon po,
03:08makikita natin
03:09o mapapansin natin
03:10meron pong tatlong
03:11column
03:12na naka-gray out.
03:14Ordered,
03:16previous invoice,
03:17at back-ordered.
03:20I-explain po natin
03:21yan isa-isa.
03:22Sa ngayon po,
03:24dahil pinili natin
03:24lahat ng items
03:25nung nagre-receive tayo,
03:27ulitin ko.
03:28Tulad ito.
03:34Itong option na ito,
03:35pinili po lahat
03:36ni QuickBooks
03:37lahat ng items
03:37sa sales orders
03:38at niligay niya
03:39dito sa ating invoice
03:41kasama yung
03:42full quantity
03:43or yung buong quantity.
03:48Kaya kung makikita natin,
03:50yung ating order
03:51na column
03:53na tag-50,
03:55ibig sabihin,
03:56ito yung sales orders
03:57na quantity natin.
03:59At yung
04:00i-invoice natin,
04:0250 din.
04:02Ibig sabihin,
04:03sa-serve natin
04:04dito sa ating invoice
04:05in full
04:06dahil
04:06same quantity
04:07yung pin-award natin
04:08sa invoice.
04:11Makikita din po dito
04:12sa ating invoice
04:13kung saan galing
04:14na sales order
04:15yung ating pinaprocess
04:16dito sa sales order
04:18or SO number
04:19na field.
04:24Kailangan po,
04:25meron tayong invoice number
04:26kaya lalagyan natin ito
04:27ng invoice number.
04:28Gawa po tayo
04:29ng format natin.
04:30Kunwari,
04:31SI
04:32or sales invoice
04:33tapos 50
04:35tapos 1.
04:37Alphanumeric din po yan,
04:38pareho sa ating
04:39purchase orders
04:40at sales orders
04:41na transaction
04:41or kahit anong transaction po
04:43dito sa ating QuickBooks.
04:46Tinansa ko po
04:46itong invoice natin
04:49February 15,
04:512026.
04:55Kaya po,
04:55okay na ito.
04:57Pwede ko na ito
04:58i-serve sa ating
04:58customer.
05:00Pero bago ko po ito
05:00i-save,
05:02meron lang tayong
05:02gustong silipin
05:03sandali.
05:04Gusto ko po ipakita
05:05sa inyo
05:05yung chart of accounts.
05:08Tabi ko lang ito.
05:10Dito po sa ating
05:11homepage,
05:12i-click ko lang
05:12itong chart of accounts
05:17or
05:18dito po sa ating list
05:19tapos
05:20chart of accounts
05:21pwede din po
05:22dahil pareho lang po yan.
05:27Tingnan muna natin
05:28dito sa chart of accounts
05:29ng window
05:29yung accounts
05:30na accounts receivable
05:32at ito po yun.
05:36Ang ating transaction
05:37na create invoice
05:38or invoice
05:39ay all about
05:40accounts receivable.
05:42Kaya bago natin
05:43i-save yung ating
05:44invoice,
05:44gusto ko ipakita sa inyo
05:45itong account
05:46na accounts receivable
05:47na zero pa.
05:49Ibig sabihin,
05:50wala pa tayo
05:51nasi-save
05:51na invoice transaction.
05:56Balikan natin
05:57yung invoice natin
05:57na transaction.
06:00I-resize ko lang.
06:03Ayan po.
06:05Ang ating invoice
06:06para sa ating customer 1
06:08or sa ating company
06:09customer 1
06:10noong February 15,
06:122026
06:13na may invoice number
06:14na
06:16SI50
06:16tapos 1
06:18ay nagkakahalaga
06:19ng
06:211,050.
06:26Kaya
06:27expect natin
06:28pag sinayad natin
06:29itong invoice
06:29itong 1,050
06:31na value
06:31mapupunta po
06:33dito po
06:34sa accounts receivable
06:34na account.
06:37Tapos ito pong
06:38quantity
06:39ng ating mga items
06:40na tag-50
06:40ay babawas po
06:42sa balas
06:43ang ating inventory
06:44na makikita naman po
06:45sa list
06:46tapos item list
06:49ayan po.
06:51Yung quantity
06:52on hand natin
06:52280,
06:53240
06:53at 505.
06:56Pansin nyo rin
06:57dito sa ating item list
06:58meron tayong column
06:59ng on sales order.
07:00Ibig sabihin
07:01ito po yung ready
07:02na i-serve
07:03sa ating customer
07:04at anytime
07:05pag na-serve
07:05na ito
07:06babawas po ito
07:07dito sa ating
07:08total quantity
07:09on hand
07:09at pag bumawas na
07:11yung ating
07:11on sales orders
07:12na column
07:12na quantity
07:13magiging zero
07:14po yan.
07:18Nire-ready
07:18ko po
07:19yung mga
07:19mangyayari
07:20pagkatapos
07:20nating i-save
07:21yung ating invoice.
07:26So iwan ko lang
07:27naka-open
07:27itong chart of accounts
07:28at saka itong
07:29ating item list
07:32bago natin
07:32i-save
07:33itong invoice.
07:34Tapos po
07:35yung ating account
07:36na inventory asset
07:38na 5,295
07:40ito po yung value
07:42ng inventory natin
07:43kaya pagkatapos
07:44din natin
07:44i-save
07:45yung ating invoice
07:46pamabawasan po ito
07:47ng cost value
07:47sa ating mga items.
07:50Pero gusto ko lang po
07:51makafocus po muna kayo
07:52dito sa ating accounts receivable
07:54dahil all about
07:55balance and credit
07:56yung leso natin.
07:57Save na natin.
08:01Pag-save natin
08:03yung ating accounts receivable
08:04meron na pong
08:051,050 na value
08:06kaya
08:07dito po sinisave
08:08ni QuickBooks
08:09yung mga transaction
08:10natin sa invoice
08:10at balance po ito
08:12ng ating customer.
08:14Tapos yung ating items
08:16dahil nagbenta tayo
08:17pero pinautang
08:19bumawas po
08:20sa ating total quantity
08:21on hand.
08:22Kaya nabawasan na po
08:23ng tagpipifty
08:24yung ating total quantity
08:25on hand.
08:26Tapos yung sales orders
08:27natin na column
08:28wala na pong value
08:29na tagpipifty
08:30zero na
08:31kasi
08:32naserve na natin
08:33at
08:34binaawas na
08:35sa ating inventory.
08:39Kaya ganun po
08:40ang pag-transact
08:41na invoice
08:41dito sa ating QuickBooks.
08:45Dito sa homepage
08:46sa section ng customers
08:47i-click natin
08:48itong customers
08:49na icon.
08:52ay isang
08:53customer center
08:54na window.
08:55Papapansin ninyo
08:56dito sa ating
08:57customer center
08:57meron ng balance
08:59yung ating customer 1
09:00o yung ating
09:00company customer 1.
09:03Ayan po
09:051,050
09:07kaya pag may balance
09:08si customer
09:09meron tayong
09:10kailangan
09:10singilin sa kanya
09:11kasi si company
09:13customer 1
09:13meron ng utang
09:14sa atin
09:15or balance
09:15na worth
09:161,050.
09:18Gamit po
09:19ang create invoice
09:23nakapagbenta tayo
09:24ng utang
09:26kaya nagkaroon
09:27ng balance
09:28yung ating customer.
09:29Kaya po
09:30pang magbibenta tayo
09:31pero pa utang
09:32create invoice
09:34yung gagamitin natin.
09:35Sa tulong din
09:36ng sales orders
09:37pwede natin
09:38makpreview
09:38yung gustong
09:39i-purchase
09:40ng ating customer
09:40at pag ready
09:41na natin
09:42ito i-serve
09:44gagamitin natin
09:45ang create invoice
09:46para ma-forward
09:46yung ginawa
09:47nating sales orders
09:48dito sa
09:49create invoices.
09:52At ang ginawa
09:53natin sa pag-serve
09:54sa ating customer
09:55ay full
09:56kumbaga lahat
09:57ng ginawa natin
09:57sa sales orders
09:58tinansak natin.
09:59Kaya kung babalikan natin
10:01yung sales order
10:02na transaction
10:06dahil may previous
10:07dito
10:11invoice
10:11in full
10:12na po
10:14na serve
10:14natin lahat.
10:18Sa create invoice
10:19din
10:23pwede din natin
10:24ito i-previews
10:27at meron din po
10:28itong print.
10:31Preview natin
10:33okay lang
10:35at yan po
10:36ang itsura
10:36ng ating invoice.
10:39Tulad ng iba
10:39dry po ito
10:40at pwede pa natin
10:41ito makustomize
10:42sa ating future lessons
10:43dahil tuturo ko po sa inyo
10:44papano natin ito
10:45pagagandahin
10:46at mapapersonalize.
10:50Kaya kung gusto
10:51nyo magbenta
10:51pero pa utang
10:52gamitin nyo po
10:53ang create invoices
10:54na transaction
10:54na may title na
10:56invoice.
10:57Invoice
10:57markahin
11:03mic
11:04s
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