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Intuit
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Create an invoice in QuickBooks Self-Employed

Learn how to create professional-looking invoices to send to your clients for goods and services.

Step 1: Set up your invoice preferences

Select Invoices from the menu and then select Create invoice.

When you create your first invoice, QuickBooks asks you to enter your business info. You only need to do this set up once. Choose the default name, email, address, and logo your customers will see when they get their invoices.

If you ever need to change your business info, simply select Edit work info on any invoice.

Step 2: Create an invoice

If you're on an internet browser

  1. Select Invoices from the menu, then select Create invoice.
  2. Enter your client's name, address, and email address.
  3. Decide when you want to be paid by and set the date in Due Date field.
  4. Select Add work to add the product you sold or service you performed. Enter a description of the service.
  5. Select Flat rate or By hour from the drop-down menu. Or select Bitem if you're charging for a product. Then enter an amount.
  6. When you're ready, select Add to invoice.
  7. To add more items to the invoice, select Add work.
  8. You can select a custom invoice number and create a unique message. These are both optional. If you don't pick anything, QuickBooks will use the defaults.
  9. When you're ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.This is an image of the preview option before you send an invoice in QuickBooks Self-Employed

    If you're using the mobile app

iPhone or iPad (iOS):

  1. Select Invoices from the menu.
  2. Tap the Plus sign.
  3. Select Add customer to select a customer.
  4. Select Add product or service. You can choose one of your frequently used items or create a new one.
  5. If you create a new product or service, give it a name. Select flat rate or hourly for a service. Select quantity for a product. Then enter an amount. Select Add to add the product or service to your invoice.
  6. To add more items to the invoice, select Add another product or service.
  7. Tap the Invoice contact info section if you need to edit your business info. Select Save to save your changes.
  8. Tap the Invoice details section if you need to change the due date, creation date, or invoice number. Select Save to save any changes.This shows you how to access preference options on the mobile app.
  9. You can select a custom invoice number and create a unique message. These are both optional. If you don't pick anything, QuickBooks will use the defaults.
  10. When you're ready, select Email to send your invoice. You can also tap Preview to see what your client will receive.

 

Android phone or tablet:

  1. Select the menu and then select Invoices.
  2. Tap the Plus sign.
  3. Select Add customer to select a customer.
  4. Select Add product or service. You can choose one of your frequently used items or create a new one.
  5. If you create a new product or service, give it a name. Select flat rate or hourly for a service. Select quantity for a product. Then enter an amount. Select Add to add the product or service to your invoice.
  6. To add more items to the invoice, select Add another product or service.
  7. Tap the Invoice contact info section if you need to edit your business info. Select Save to save your changes.
  8. Tap the Invoice details section if you need to change the due date, creation date, or invoice number. Select Save to save any changes.This shows you how to access preference options on the mobile app.
  9. You can select a custom invoice number and create a unique message. These are both optional. If you don't pick anything, QuickBooks will use the defaults.
  10. When you're ready, select Send invoice to send your invoice. You can also tap Preview to see what your client will receive.

Turn on payments

You can set up online payments so customers can pay you for their invoices electronically. By default, this feature isn't turned on.

To turn it on so customers can pay their invoices online, select the Set up Payments link on any open invoice.

Next steps: Manage your invoices

You can see all of your open and completed invoices on the Invoices page. This is where you can mark invoices as paid, print them, export them as PDFs, and send reminders for ones that are overdue.

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