QuickBooksHelpIntuit

Create invoices

by Intuit•96• Updated 3 days ago

Learn how to create and send invoices in QuickBooks Online.

Psst! Before you get started, have you heard about apps? If you’re still stuck in the stone age of invoicing, QuickBooks has got your back with a whopping 500+ apps to streamline your invoicing flow. Say goodbye to the struggle, and hello to the hustle! Explore the possibilities in the App Centre.

Invoices are how you charge your customers for the products and services you sell. You can add the product or service you’re selling to an invoice and email it to your customer.

This video will go over how to create an invoice in QuickBooks Online. We’ll also review all the customisation options you have to tailor the invoice to your business and show you how to let your customers pay your invoice online. Finally we’ll show you where you can review the status of your invoice once you send it.

Your quotes or invoices will look different depending on whether you have the old or new quote and invoice experience.

Create an invoice from scratch

Create an invoice from scratch if you don’t have any existing records to import or quotes to convert.

To watch more how-to videos, visit our video section.

If you are using the new invoice layout

Select + New or + Create.
Select Invoice.
Select a customer from the Add Customer 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.
Note: In the Terms field, Net refers to the number of days until the payment is due.
For each line item on the invoice, select a product or service from the dropdown.
- To add additional line items, select Add product or service.
- To add a subtotal, select the Add product or service dropdown , then select Add subtotal.
- To enter any text or leave a blank line as a divider, select the Add product or service dropdown , then select Add text.
  Note: This option is available only for Modern template.
- To change the order of the line items, select the re-order icon , then move it to the desired location.
Enter the quantity (Qty), Rate, or any other information as needed.
To customise the info or design of your invoices, select ⚙ Manage, then select the required options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
- To add quotes, billable time or expense, or delayed credits or charges, go to Suggestions, select Suggested transactions, then select Add to add the required transaction for the selected customer.
- If you have multi-currency turned on and your customer is on a different currency than your home currency, you can edit the exchange rate:
  1. Go to Payment options and select Edit next to Exchange rate.
  2. Update the Custom rate.
  3. Select if you want to apply this rate to this transaction only or for all the transactions on that day.
  4. Select Save.
- To set your default template to Modern, go to Design, select Modern, then select Make default.
- To change it, select Remove default, then select the desired template.
- To send/print the invoice later, go to Scheduling and select Print later or Send later, as appropriate.
Select Save and close. If you want to send it, select Review and send, then follow the prompts on the screen.

If you are using the old invoice layout

Select + New or + Create.
Select Invoice.
Select a customer from the Customer 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.
Note: In the Terms field, Net refers to the number of days until the payment is due.
For each line item on the invoice, select a product or service from the dropdown. To add additional line items, select Add lines.
Enter the quantity (Qty) and Rate, if needed.
To customise the info or design of your invoices:
1. Select Customise.
2. Select another template, or follow the steps to create a New style or Edit current.
Select Save and close. If you want to send it, select Save and send, then follow the prompts on the screen.

Next steps

Once you create an invoice, send it to the customer.

When your customer makes a payment on ‌an invoice, record it in QuickBooks Online. You may need to do this more than once if they don't pay the invoice in full.

Create invoices

by Intuit•96• Updated 3 days ago

Create an invoice from scratch

Next steps

Related links