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Create invoices

by Intuit•612• Updated 4 days ago

Before starting

Invoices are how you charge your customers for the products and services you sell. Follow these steps to create and email an invoice in QuickBooks Online:

  1. Draft a new invoice.
  2. Add a customer and products or services.
  3. Assign invoice settings, such as payment method and reminders.
  4. Send the invoice by email or save it to send later. You can also download and print the invoice or share a link, depending on your settings.


Create and email an invoice in QuickBooks Online

Watch: How to create and customize an invoice in QuickBooks Online



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

Use the following steps to create, manage, and email an invoice:

  1. Select + New or + Create.
  2. Select Invoice. Alternatively, Go to All apps A bunch of numbers and letters on a tile wall., select Sales & Get Paid, then select Invoices (Take me there).
  3. Select a customer from the Add Customer Dropdown arrow icon. dropdown. You can use + Add New to add a new customer.
  4. Review the Invoice date, Due date, and Terms.
  5. 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.
  6. 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.
  7. Enter the quantity (Qty) and Rate, if needed.
  8. Select Manage âš™ to customize the design, scheduling, and payment options of your invoice. Here's some helpful information about customizing invoices:
    • Select Customization if the customization menu isn't displaying.
    • In Scheduling, you can set an invoice to recur. If you use QuickBooks Payments, you can also set up recurring payments. You can also turn on automatic invoice reminders.
    • To let customers pay online, select Payment options and turn on the methods you want. If prompted, sign up for QuickBooks Payments.
    • QuickBooks applies your settings to all existing and future invoices.
  9. Decide when to send the invoice:
    • Select Review and send, then follow the prompts on the screen to review and email the invoice right away.
    • Select Save and close to save the invoice for sending at a later time.


Confirm the invoice was sent

You’ll know the invoice was sent by the following results:

  • The invoice status shows Sent.
  • The customer receives an email notification.


Get more from your QuickBooks

  • You can upgrade your plan to get more features. Go to Settings âš™, select Subscriptions and billing, then select Upgrade your plan.


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