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Create invoices in QuickBooks Online

by Intuit•56• Updated about 13 hours ago

Learn how to create and send invoices in QuickBooks Online.

Psst! Before you get started, have you heard about apps?
If you’re still stuck in the stone age of invoicing, QuickBooks has got your back with a whopping 500+ apps to streamline your invoicing flow. Say goodbye to the struggle, and hello to the hustle! Explore the possibilities in the App Centre.

Invoices are how you charge your customers for the products and services you sell. You can add the product or service you’re selling to an invoice and email it to your customer.

Your quotes or invoices will look different depending on whether you have the old or new quote and invoice experience. Find out which experience you have.

Create an invoice from scratch

Create an invoice from scratch if you don’t have any existing records to import or estimates to convert.

To watch more how-to videos, visit our video section.

  1. Select + New, then Invoice.
  2. Select a customer from the Add customer Dropdown arrow icon. dropdown. 
  3. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to.
    Tip: In the Terms field, Net refers to the number of days until the payment is due. 
  5. For each line item on the invoice, select a product or service from the Dropdown arrow icon. dropdown. To add additional line items, select Add product or service Dropdown arrow icon. dropdown.
  6. Enter the quantity (Qty) and Rate, if needed.
  7. To customise the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. Select Save and close. If you want to send it, select Review and send, then follow the prompts on screen.

Post requisites

Once you create an invoice, send it to the customer.

Related links

Have any other questions for our team?

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Pop over to our QuickBooks Community's discussion on invoicing where you can ask your questions, have them answered by qualified QuickBooks Online experts, and hopefully help others with the same questions out in the process.
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