You can easily create professional-style invoices to charge your clients for goods and services once your work is done.
To improve load times on the invoicing page, we've changed to default date range to the last 12 months. To see every invoice created (whether drafts, sent or paid), change the date range to All.
Get started with invoices
Open QuickBooks Self-Employed in a web browser
Select Invoices from the left menu
Select Create invoice
Enter the recipient's name and email address
(Optional) Enter additional contact information for the recipient
Choose a custom invoice number, otherwise we'll create one for you
(Optional) Enter a due date.
Enter a description of the service by clicking Add work. You can break your work down byflat rate, hour, or item.
(Optional) Select Add line to add as many items as needed.
(Optional) Add a message
Select Preview to double-check the invoice before you send it. You may also save it as a draft.
From the preview screen, select Back to edit to make changes, or select Send if you're good to go
The invoice page will continue to reflect sent invoices in a table summary. From there, you can:
Mark an invoice as paid
View it (like a preview)
Duplicate it (i.e. if you bill the same client or the same services frequently)
Export it as PDF
You'll have full visibility into how long ago an invoice was sent, how far overdue the invoice is, and when a customer views the invoice. If Payments is enabled on your account, you'll also get notified when an invoice is paid.
When you receive your payment, select Mark as paid in the Action column on the right. If you have Payments set up, this change will reflect automatically once the payment is received.