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Intuit
37 helpful votes

Send an invoice

Find out the different ways you can send invoices to your customers in QuickBooks Online.

With e-Invoice, you can send invoices with just a few clicks. No need to print and send each one. We’ll show you how.

Note: You can add a Pay Now button to your invoices so your customers can easily pay their invoices.

Turn on e-invoice

Before you send invoices to your customers using QuickBooks, you first need to turn e-invoice on:

  1. Go to Settings ⚙, then select Account and Settings.
  2. Select the Sales tab. Go to the “Online delivery” section, then select Edit ✎.
  3. From the Additional email options for invoices ▼ drop-down menu, select Online invoice.
  4. (Optional) Set other email options for your sales forms:
    • Show a short summary or full details in the email
    • Attach a PDF file
  5. Select Save, then Done.

You can now send invoices through the web, your smartphone, or tablet.

Send your invoices directly from QuickBooks

  1. Create an invoice or open one you already created.
  2. At the lower right, from the ▼ drop-down menu, select Save and send.
  3. Make sure all the information in the email is correct.
  4. Select Send and close.

For iPhone or iPad

  1. Create an invoice or open one you already created.
  2. Select Send invoice on the green banner.
  3. Make sure all the information in the email is correct, then select Send.

For Android devices

  1. Create an invoice or open one you already created.
  2. Select More Options ⋮, then Email.
  3. Make sure all the information is correct, then select Send ➤.

Send your invoices using a link

  1. Go to Sales, then select Invoices.
  2. Find and open the invoice.
  3. At the lower right, select the ▼ drop-down menu, then Save and share link.
  4. Select Copy link, then close the pop-up.
  5. Paste the link in an email, SMS, or other available messaging service, and send it to your customer.

Your customer just needs to select the link to view and pay their invoice.

  1. Go to Sales, then select Customers.
  2. Select the customer, then find the invoice.
  3. In the Action column of the invoice, select the ▼ drop-down menu. Then, select Share Invoice link.
  4. Select Copy link and close.
  5. Paste the link in an email, SMS, or other available messaging service, and send it to your customer.

Your customer just needs to select the link to see and pay their invoice.

Send invoices by batch

You can send different invoices at the same time using a web browser. To do this:

  1. Create or open an invoice.
  2. In the “Customer email” field, select the Send later checkbox. This helps filter the invoices you still need to send.
  3. From the ▼ drop-down menu, select Save and close.
  4. Repeat steps 1 to 3 for the invoices you want to send by batch.
  5. Go to Sales, then select All Sales.
  6. Select the Filter ▼ drop-down menu.
  7. Set the following from each ▼ drop-down menu:
    • Type: Invoices
    • Status: All statuses
    • Delivery method: Send later
    • Date, From, To, and Customer: set it as needed
  8. Select Apply.
  9. Select the checkboxes of the invoices you want to send.
  10. From the Batch actions ▼ drop-down menu, select Send transactions.

Resend invoices

Already sent an invoice but still haven’t received any payment? You can resend your invoice to remind your customer.

  1. Go to Sales, then select Customers.
  2. Select the customer, then find the invoice.
  3. In the Action column of the invoice, select the ▼ drop-down menu.
  4. Select Send reminder, then Send.

If you’re resending more than 1 invoice:

  1. Go to Sales, then select All Sales.
  2. Select the Filter ▼ drop-down menu.
  3. Set the following from each ▼ drop-down menu:
    • Type: Invoices
    • Status: All statuses
    • Delivery method: Send later
    • Date, From, To, and Customer: set it as needed
  4. Select Apply.
  5. Select the checkboxes of the invoices you want to send.
  6. From the Batch actions ▼ drop-down menu, select Send reminders.

Frequently Asked Questions

You can check the Status column if an invoice is overdue, paid, or not yet sent to the customer.

This helps you track which invoice needs to be sent or re-sent to a customer to bring it to their attention. To do this:

  1. Go to Sales, then select Customer.
  2. Select the customer, then find the invoice.
  3. Check the Status column. Want to know what it means? Check out this table:
    Status Meaning
     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 change how your customers can pay their invoice as long as they haven’t paid yet.

  1. Open the invoice you want to change.
  2. Go to the “Online payments” section, then select the payment option(s) you want.
  3. Select Save, or Save and send if you want to resend the invoice.

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