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ABHandshake
Level 3

E-invoicing

Hi, 

We are exploring e-invoicing and if we can set it up in Quickbooks online?

Our company is based in the US, Florida, and we provide IT services and sell solftware licenses to the US companies as well as international ones.

We were also wondering what our US based customers need to have to be able to accept e-invoices from our company. Thank you  

Solved
Best answer December 27, 2023

Best Answers
4Gal
Level 10

E-invoicing

@ABHandshake 

You will need QB Online + Subscription Management app. You will manage your operational and accept payments from your clients with that 3rd party app. You can't use QB Payment to accept international payments.

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QuickBooks Team
QuickBooks Team

E-invoicing

Let me help you set up an e-invoice in QuickBooks Online (QBO), ABHandshake.

 

With e-invoicing, your customers can pay their invoices online if you have QuickBooks Payments. To learn more on how to connect an existing Payments account to QBO so customers can pay for their invoices online, check out this article: Connect your QuickBooks Payments account to QuickBooks Online. Once done, here's to create invoices and send them to your customers:

 

  1. Click the + New Plus icon. 
  2. Select Invoice.
  3. Choose Add customer and select a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice dateDue date, and Terms. 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.
  5. Select Add product or service and select a product or service from the ▼ dropdown.
  6. Select how you want to calculate the charge amount - flat rate, by hour, or by item. Enter a quantity and rate, if needed.
  7. To customize the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. When you’re done, there are several options for saving or sharing the invoice:
    • If you're ready to send the invoice, select Review and send to email the invoice to your customer. Adjust the email if needed, then select Send invoice.
    • To send the invoice later, select Save and close.
    • To print a paper invoice, select Print and download.
    • If you’ve received a payment from the customer, select Receive Payment.
    • To send your customer a link to their invoice through text message, select Share link.

 

 

Then they can pay their invoices directly by credit card, PayPal, Venmo, or ACH transfer. We process and handle everything for you. When you get paid, QuickBooks puts transactions into the correct accounts. You can check out this article for more details about creating and sending invoices: Create invoices in QuickBooks Online.

 

Also, did you know you can split an estimate into as many invoices as you need in QuickBooks? I have a link here you can check out for more information about the feature: Set up and send progress invoices in QuickBooks Online. When you want to make eye-catching sales forms, I'll drop an article for it: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you ever come across any more concerns or ideas regarding invoices, you're always welcome to reach out. I'm here to help you and address any questions you may have. 

4Gal
Level 10

E-invoicing

@ABHandshake 

You will need QB Online + Subscription Management app. You will manage your operational and accept payments from your clients with that 3rd party app. You can't use QB Payment to accept international payments.

ABHandshake
Level 3

E-invoicing

Subscription Management app - Could you please advise how to install this app, and how much this app costs? 

Also, is there any demo version or a description on how this app works?

Thank you

4Gal
Level 10

E-invoicing

You can explore this one to integrate with QBO.

https://go.zoho.com/Ou0

 

It starts from $39 per month, If you want to offer the trial plan to your customers, you should consider $79 per month plan.

AlcaeusF
Moderator

E-invoicing

Hello 4Gal,

 

Thank you for sharing your input to help address the issue. We love to see members supporting one another! Have a great day. 

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