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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.
How to send or record an invoice

Benefits include

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Creating and sending invoices

and tracking them automatically
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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  
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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
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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
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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)
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Related Resources

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VIDEO

How to delete an invoice

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

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VIDEO

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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HOW TO

Import existing invoices

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

Need more help?

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Getting started hub

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Search thousands of help articles on our Support Site.

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