Learn how to create and send invoices in QuickBooks Online.
If you plan to get paid in the future for products and services you sell, send your customers an invoice. Simply add what you sell to an invoice and email it to them.
We'll also show you how to handle things if you use an external payment processing platform.
Step 1: Create and send an invoice
If you want to send the invoice later, select Save and close or Record if you’re using QuickBooks Simple Start.
Print invoices or get a link to share with customers
Want to send your customers a paper invoice? When you're finished with an invoice, select the Save and send ▼. Then select Print or Preview.
You can send customers a link over SMS or a messenger service so they can view their invoice. When you're finished with an invoice, select the Save and send ▼ and then Save and share link. You can copy the link or select Copy link. Customers can view and pay for their invoices from the link.
Step 2: Review open invoices
Any time you want to review your invoices, go to the Sales menu and select the All sales tab or Invoices tab. Check the Status column to see where invoices are in the sales process.
Learn more about invoice statuses
|Open||You haven’t emailed the invoice yet.|
|Open (Sent)||You already emailed the invoice to the customer.|
|Open (Viewed)||Your customer opened the invoice.|
|Paid||Your customer paid the invoice.|
|Overdue||The invoice is past due and isn’t paid yet.|
|Overdue (Viewed)||Your customer opened but didn’t pay the past due invoice.|
You can also go to the Customers tab and open a customer's profile to see their invoices.
Tip: Before you get paid, QuickBooks puts open invoices into your accounts payable account. You'll see this account on your Balance Sheet and other financial reports.
Need to notify customers about upcoming invoice due dates? Here's how to send them a reminder message.
Step 3: Receive payments for invoices
If you use an external platform to process payments, you can easily keep track of payments as well. Follow the steps to record invoice payments manually.
Step 4: Enhance your invoices
Want to personalise your invoices? Here's how to create custom templates.
If you're a project-based business, you can create progress invoices to request partial payments during a project.