QBO Quick Tips - Take The 3 Minute Custom Invoice Challenge in QuickBooks Online
When you work for yourself, time is a precious commodity. Finding the time to do everything it takes to run the business - create, plan, build, invoice and manage - is no small challenge, let alone sneaking in some much-needed downtime.
End-to-end, the whole process took less than three minutes (around 160 seconds). In that time, I changed my invoice layout and color scheme, updated my business address, enabled online invoice payments and added a friendly message.
I also had time to modify the invoice for a specific project - I changed my hourly rate, added a detailed description of the consultation meetings and showed the client that staff training was included at no additional cost.
So, how long does it take you to create and send a brand new custom invoice?
Here are my top tips for making the process simple and streamlined:
Start with Complete Data - Go to the Sales Tab and select “Products and Services” to see a complete list of your offerings. Add the essentials details and any additional information that matters to your customers.
What you'll need for your customization:
Company contact information
A branded logo
A completed product and services list (above)
Email and message copy
Is custom invoicing worth 3 minutes of your time? We sure think so. After all, an invoice is like a business card – branded, personalized invoices are powerful tools that leave a lasting impression of your business, increase customer retention and boost your bottom-line.
Join the conversation
How fast can you create a custom invoice? Challenge yourself and share your experience in the QuickBooks Community!
Yes, you should be able to do basic customizations in the mobile app, though I'd recommend creating multiple in QuickBooks Online on a computer and editing them on the go, rather than creating them from scratch.