How to send or record an invoice

Learn how to remove the stress out of invoicing. Get paid quicker, track payments and customise invoices.

Before you start:

Consider adding a customer before invoicing, or set up your products and services. You can make your brand stand out by creating customised invoices. If you are registered for GST, ensure you have set up your GST in QuickBooks so you can add GST to eligible sales.

How to send or record an invoice

Benefits include

A person working on a laptop icon

Creating and sending invoices

and tracking them automatically

A woman with glasses working on a desktop computer.

See when your customer

views their bill

Step-by-step guide

Screenshot of step 1

Step 1

  • Select Sales from the left hand navigation bar, then select Invoices.
  • Select Create invoice.

Alternatively, select + New from the top left hand corner, then select Invoice from there.

Screenshot of step 2

Step 2

  • Enter the customer you want to send the invoice to. If you haven't added any customers yet, you will be prompted to add one.
  • Then fill out the below:
  • Date and details of the invoice
  • Terms (the number of days a customer has to pay)
  • Invoice date (usually the date the invoice is sent)
  • Date payment is due
  • Add the product or service that the customer is being invoiced for
  • If you haven't added any products or services, you can add one now or simply select Sales or Hours and add a description.
  • If you've added them, the details will automatically be populated
  • Add the quantity and the rate for the product or service
Screenshot of step 3

Step 3

  • To send the invoice select Review and send.
  • You will be shown a preview of the email and invoice that will be sent to the customer.
  • When you are ready, select Send invoice to send the invoice.

Related Resources

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How to delete an invoice

Added an invoice by mistake? Don’t worry, deleting an invoice couldn’t be easier.

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How do I know if an invoice is viewed?

Keep track of which invoices have been sent, viewed and even paid.

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Import existing invoices

If you have existing invoices that you need to add into QuickBooks, you can import them using our handy import tool.

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