Improve your Business Cashflow with Intuit Invoice System

7/28/2019 Improve your Business Cashflow with Intuit Invoice System

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HOW TO USEInvoicing Made Easy

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Do you want to create invoices

online?2

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Rather than the traditional

handwritten, paper invoice?3

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Do you want to track and send

invoices automatically?4

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Via email?5

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Rather than sending them via

postmail6

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Which will be received late by

the customer7

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Therefore, payment to you is

also delayed?8

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Did you answer YES to any of

the questions?!9

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Then, this tutorial is for you!10

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Ready to start?11

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o ohttp://quickbooks.intuit.com/invoicin

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This is what the website looks

like

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Click on Start Now for Free

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You will see the plans that they

offer

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Oopps! No need to pay!16

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See this?

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Theres free trial for 30 days!18

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Go ahead and click Select and

Continue

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You will be lead to the Sign-up

Page

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Type your First and Last Name

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Type your Email Address

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Type the User ID that you like

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By default, its also the emailadress you typed.

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Type your Password

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Then, click on Get Started

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Wait for a while

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Voila! Heres your account!

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Lets go through thedashboard

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There are different tabs for what

you can do

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Heres your To-do list

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Your messages

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A d i k li k t h t t t


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And quick links to what you want to

do

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Well focus more on creatinginvoices for this tutorial

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Lets get started35

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See the Customers tab?

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L t i f bi


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Lets zoom in for a bigger

view

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Y ill th f ll i ti


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You will see the following options

under Customers

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Click on Invoice

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You will see this interface

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Ch th C t t t


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Choose the Customer you want to

send the Invoice to

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The chosen c stomer ill appear


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The chosen customer will appear

in the Bill To box

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Next, choose the Invoice Date

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And the Payment Terms

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The Due Date will automatically


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The Due Date will automatically

compute based on the Terms

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Next choose the


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Next, choose the

Product/Service

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Lets choose Sales

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Enter a short description of the


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Enter a short description of the

sale

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Then enter the amount


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Then, enter the amount

charged

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You will see the Total Charges


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You will see the Total Charges

below

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Type a message to your


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Type a message to your

customer

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Scroll down further and youll see


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Scroll down further, and you ll see

this

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Type a transaction summary to


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Type a transaction summary to

appear in the statement

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Then choose how you want the


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Then, choose how you want the

invoice delivered

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You can choose to have it just


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You can choose to have it just

printed

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Or to be sent via email also

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If you choose to send viaemail

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This confirmation window will


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This confirmation window will

appear

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Type the customers email


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Type the customer s email

address

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Check the box to always use this


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Check the box to always use this

email address

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And click OK

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Customers may even pay


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Customers may even pay

online!

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Just check this box

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And it will help you setup your


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And it will help you setup your

payment network

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You can even send attachments to


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You can even send attachments to

your invoice

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Like a photo of the product or a


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Like a photo of the product or a

sales promo!

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Were done creating theinvoice!

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What would we do next?68

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Below the page are these


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Below the page are these

options

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L t t t li k S


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Lets try to click on Save

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Thi ill


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This message will appear

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Informing you that the invoice has


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Informing you that the invoice has

been successfully created

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N li k H t b


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Now, click on Home tab

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You will see the created invoice


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under Recent Activities

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You can even see a Financial


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Snapshot on the right!

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What if this is a recurringtransaction?

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Click on Make Rec rring


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Click on Make Recurring

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And just enter the details below


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And just enter the details below

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The template name


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The template name

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The transaction interval or


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frequency

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The date range for the transaction


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g

invoices to occur

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And the notification options


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And the notification options

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Click on Save Template when


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p

done

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This confirmation page will


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p g

appear

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Click on Go to Recurring


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Transactions List

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And youll see the details of the


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invoice

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What if we want to edit theinvoice created?

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Simple!88

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Click on Home tab


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Click on Home tab

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Under Recent Activities, click on


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the word Invoice

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There! You can now edit as


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necessary!

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Below the invoice are additional


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options..

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Delete or Void


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Delete or Void

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Now, what if we have a newcustomer?

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And hes not yet on theCustomer List?

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Remember this interface?


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Remember this interface?

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Click on Add New


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Click on Add New

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This dialog box will appear


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This dialog box will appear

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Type the name of the customer


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Type the name of the customer

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Click Add All Info


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Click Add All Info

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Fill in other details about the


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customer

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The billing address


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The billing address

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Contact information


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Contact information

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And other details necessary for the

i i


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invoice

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Done?105

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Click Save


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Click Save

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Next, lets try to add a newproduct or service

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Under Product/Service, click Add

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New

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This box will appear


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This box will appear

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Type the name of the new product

i


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or service

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Type a short description


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ype a s o desc p o

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Enter the price


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p

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And choose to what Income

account it should belong


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account it should belong..

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Then, click Save


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,

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You can now see it in the invoice

were creating!


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we re creating!

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You can also add more charges by

adding more lines


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adding more lines

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Hooray! Were done creatinginvoices!

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But wait!!118

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Were not yet finished!119

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We still have to print and emailthe invoices!

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Otherwise121

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We wont be able to collectpayments

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Remember this?


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Click on Home tab


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You will now see this under your To

Do List


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Do List

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Click on Deliver salestransactions


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transactions

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You will see the open invoices


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See this?


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Lets zoom it in


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Click on the drop-down arrow


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You will see the followingoptions


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options

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You can choose to receivepayment


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payment

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Print a hard copy of theinvoice


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invoice

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Send the invoice throughemail


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email

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Or print a packing slip


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You can also do a batchaction


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action

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By clicking here


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Just check the invoices you want toapply the action


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apply the action

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And choose from these actions


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Thats it!140

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You can now just sit back andrelax

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Track your invoice142

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And ensure your payments!143

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Everything online!144

Improve your Business Cashflow with Intuit Invoice System

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