HOW TO
HOW TO SEND OR RECORD INVOICES | GET STARTED TUTORIAL
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. If you are registered for GST, ensure you have set up your GST in QuickBooks so you can add GST to eligible sales.
Before you start:
Consider adding a customer before invoicing, or set up your products and services. If you are registered for GST, ensure you have set up your GST in QuickBooks so you can add GST to eligible sales.
Benefits include
Creating and sending invoices
and tracking them automatically
See when your customer
views their bill
Step-by-step guide
Step 1
- Select Paid & pay from the left hand navigation bar, select Invoice and click on create Invoice
- Or, select to the + New button in the top left hand corner and select
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
Step 3
- 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
- Next, add the quantity and the rate for the product or service
Step 4
- To send the invoice select Save 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 Save and Close to send the invoice (or if you are on the Simple Start plan, select Send)
