📋 Bookkeeper/Secretary Invoice Column Overview

• Purpose of the Invoice Column:

  • Indicates jobs that are fully installed and finished.

  • Jobs may be on a shelf, ready for pickup or delivery.

🗂 What to Look For:

• Job Details Example:

  • Zales Detailing Yard Signs — printed on the flatbed.

• Flatbed Printing:

  • If the flatbed checkbox is marked, note it in QuickBooks as printed on the flatbed.

• Storage Location:

  • Look for labels like:

    • North Shelf, South Shelf, East Shelf

    • Or coded like A1, B1, etc.

  • This tells you where the item is physically located.

🧾 Invoice Information Source:

• Found in the Quote Proposal Section:

  • Example:

    • 5 double-sided yard signs @ $20 each = $100

    • Design/artwork setup = $25

    • Total before tax = $125

    • Note: Artwork/design is not taxed.

• Use this info to:

  • Build the customer invoice accurately.

  • Include design charges and taxable product amounts correctly.

✅ Quick Recap:

• Check if the flatbed checkbox is marked – note it in QuickBooks.

• Use shelf location to find the product for the customer.

• All pricing and invoice details are in the quote proposal section.

Let me know if you'd like this turned into a printed checklist or QuickBooks entry guide!