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      Managing Invoices and QuickBooks Integration

      Keeping invoices organized is a crucial aspect of running a profitable operation. Follow the steps below to manage and send custom-built invoices.

      Add the Invoice tab to your Performance Beef account

      1. Navigate to Webview
      2. Access Account Settings
        1. Scroll to Tab Bar Settings and for Manage Invoices select "Show"

      Creating an Invoice

      • Navigate to the Invoice tab in the left panel of the screen
      • Select Add Invoice
        • Choose Owner from the drop down menu
        • Apply desired Start and End date
        • Select a Sent and Due date
        • Enter a Tax Rate and Terms if needed
        • Click Recalculate and then tap Save

      Reviewing Invoice Ledger

      • Click on categories In Progress, Draft, Sent, Overdue, Paid and Outstanding to view corresponding invoices

      Paying an Invoice

      • Navigate to View/Edit on desired invoice 
      • Select Add Payment
      • Enter payment Method, Amount, Date and select Save Payment

      Connecting to QuickBooks

      • Open Account Settings 
        • If your Invoices tab is not currently visible navigate to Tab Bar Settings and for Manage Invoices select "Show"
        • If your Invoices tab is visible navigate to the Connect area near the bottom of Account Settings then Connect to QuickBooks 
      • Press Connect when asked to connect to QuickBooks 
      • Login to QuickBooks account when prompted
      • Click Connect to link Performance Beef account to QuickBooks

      Linking and Viewing Invoices From QuickBooks

      • In Invoices tab select desired invoice
      • Click Link to QuickBooks and then hit Save

      Note

      • QuickBooks manages invoice taxes once the accounts are connected.
      • The Invoices tab balance is calculated using QuickBooks rounding. It may be different from invoices in the reports tab.
      • Information only flows from Performance Beef to QuickBooks not inversely.  

       

       

      Our Customer Success team is here to help. If you have questions, contact us by calling 515-337-2187 or email us at support@cattlekrush.com. Be sure to take advantage of our complete resource library and how-to videos created to help you succeed.