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.
Step 1: Create and send an invoice
- Select + New and then Invoice or Send invoice.
- From the Customer ▼ dropdown, select a customer. Make sure all of their info is correct, especially their email address.
- Review the Invoice date. Then from the Terms ▼ dropdown, select the due date. Tip: Net refers to the number of days until the payment is due. The default is 30 days, but you can change the due date if needed.
- From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
- Enter a quantity, rate and change amount if needed.
- Select a Tax option.
Note: If you see the Flat rate, By hour, or By item options, this means you're in Business view. Your experience is slightly different. Select Flat rate or By hour for services or By item for products. Then enter the quantity and amount.
- When you're ready to send the invoice, select Save and send. Or, if you're using QuickBooks Simple Start, select Send.
If you want to send the invoice later, select Save and close.
Want to send your customers a paper invoice? When you're finished with your invoice, select the Save and send ▼. Then select Print or Preview.
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.
You can also go to the Customers tab and open a customer's profile to see their invoices.
Need to notify customers about upcoming invoice due dates? Here's how to send them a reminder message.
Step 3: Receive payments for an invoice
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.
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.
Next Steps: 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.