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:
- Click the + New Plus icon.
- Select Invoice.
- Choose Add customer and select a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
- Review the Invoice date, Due 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.
- Select Add product or service and select a product or service from the ▼ dropdown.
- Select how you want to calculate the charge amount - flat rate, by hour, or by item. Enter a quantity and rate, if needed.
- 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.
- 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.
