Create invoices in QuickBooks Online
by Intuit•36• Updated 1 month ago
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. |
If you plan to get paid in the future for products and services you sell, send your customers an invoice. You can add the product or service you’re selling to an invoice and email it to your customer.
We’ll show you how to create new invoices and show you how to review unpaid invoices. We'll also show you how to handle things if you use an external payment processing platform.
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. |
Step 1: Create and send an invoice
If you're a project-based business, you can create progress invoices to request partial payments during a project.
Step 2: Review unpaid invoices
QuickBooks puts unpaid invoices into your accounts receivable account. You'll see this account on your Balance Sheet and other financial reports.
Any time you wish to review your invoices, go to Sales and select Invoices (Take me there). Check the Status column to see where your invoices are in the sales process.
Here are a few common statuses that you might see:
- Due in [days]: You haven’t emailed the invoice yet.
- Due in [days] Sent: You’ve emailed the invoice to the customer.
- Due in [days] Viewed: Your customer opened the invoice.
- Deposited: Your customer paid the invoice.
- Overdue [days]: The invoice is past due and unpaid.
- Overdue [days] Viewed: Your customer opened but didn’t pay the past due invoice.
- Delivery issue: Invoice was undelivered. Check the email address and resend.
- Voided: The invoice was voided in QuickBooks.
Need to notify customers about upcoming invoice due dates? You can send them a reminder message.
Step 3: Receive payments for invoices
If you use an external platform to process payments, you can keep track of those payments in QuickBooks. Learn more about how to record invoice payments manually.
Have any other questions for our team? If any of your questions were left unanswered, we'd love to hear them! 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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