QuickBooks Online makes any place, your place of business. Working online with cloud accounting software means your business data is always safe, accessible, and synced across all your devices. The companion mobile app means you can get work done on-the-go and your financials are at your fingertips. Working in the cloud also enables you to connect to a wide variety of third-party apps and business services you may already be using to help you get your work done.

QuickBooks makes creating invoices as easy as possible with template options and saved preferences - check out our step-by-step instructions to see how simple it can be.

Your invoices should include the following information: 

Itemized descriptions of each billable item: Whether you sell services or products, it’s crucial that your invoices include a clear description of each billable item, its price, and quantity.

Contact information: It’s crucial to include the contact information for your business and the customer you are billing. Include their full name, address, and telephone number.

Terms of payment: This outlines when the payment is due—read more about the recommended terms of payment in the invoice payment terms FAQ. 

Accepted payment methods: Whether you accept payments via cheque, credit card or e-transfer, it’s important to let your customers know how to pay you.

GST/HST: In Canada, you are required to let your customers know when GST/HST is applied to their purchase and the cost of the tax.

It’s essential to have an efficient invoicing process to get paid by clients on time—for helpful tips, tricks, and process hints, check out these insightful invoicing resources.

If you are looking to purchase multiple QuickBooks Online subscriptions, please speak to a sales consultant by calling 1-888-231-8750 as you may be eligible for further discounts.

After a customer uses the Pay Now button in your invoice and pays using their credit card, you’ll both receive a confirmation email. Your books will update to show the invoice has been paid, and usually 2 business days later when the funds have settled, your money will be marked as deposited in your bank.

Discussing payment terms with your customers in advance can help you get paid on time - here are some common invoice payment terms:

Prepayment: You can ask clients to prepay a percentage of your fee in advance to prevent cancellations.

Due upon receipt: This payment term requires payment immediately after products or services are delivered.

50% upfront: This suggests half the payment is due prior to services starting.

Net 10, 15, 30, 60, or 90: These terms refer to the number of days in which an invoice is due once it’s received.