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Send an invoice to a customer

by Intuit•174• Updated about 12 hours ago

Learn how QuickBooks Online sends invoices to customers.

Note: This feature is limited for QuickBooks Online Free and QuickBooks Online Lite. Upgrade your plan to get more features. Go to Settings , then Subscriptions and billing. Then select Upgrade your plan.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

Once you’ve created an invoice, inform the customer by sending it attached to an email or, for customers with QuickBooks Payments, a text.

Note: Customers with multiple unpaid invoices can now select and pay them all at once. Only invoices that have been sent and are currently due will appear in the Checkout Portal.

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Prerequisites

Before proceeding, create at least one invoice.

Send an invoice to your customer

Send an invoice by email from either your QuickBooks Online account email, or from a specified Gmail address. The invoice is attached as a PDF.

Go to All apps , then Sales & Get Paid, then Invoices (Take me there).
Find the invoice you want to send and select Send from the dropdown menu ▼. If you want to review the invoice first, select Edit instead, then after you’re done, Review and send.
Enter the email addresses you want to send the invoice‌ to. If your customer has a listed email, it’s completed automatically.
Optional: To change the email address you’re sending the invoice from:
- Select the From ▼ dropdown, then select the account.
- To connect a Gmail address, select Add Gmail address and follow the steps shown. You can only connect one Gmail address to your account.
  Note: Make sure to select the Send email on your behalf option, then select Allow, so QuickBooks can successfully send your emails. If you experience email delivery issues and use Gmail, follow the steps on the last bullet to remove the Gmail address. Then, re-add your Gmail. This time, make sure to select the Send email on your behalf option.
- To remove a Gmail address, select Remove Gmail address.
Adjust the email if needed, then select Send invoice.

Notes:

QuickBooks Online can’t access your emails, but anyone with permission to send an invoice from your account, can send it from a connected email address.
Once you send an invoice, the status will display as Sent on the Invoices page.
If there’s a problem sending to a CC or BCC email address from a Gmail address, you’ll get a notification email from Gmail.

Send an invoice by text message

If your customer has QuickBooks Payments and has opted in to text notifications, you can send them the invoice as a text message. See Section B.6 of our terms of service for more info.

Go to All apps , then Sales & Get Paid, then Invoices (Take me there).
Find the invoice you want to send and select Send from the dropdown menu ▼. If you want to review the invoice first, select Edit instead, then after you’re done, Review and send.
Select Text and follow the steps.

Next steps

When your customer pays an invoice, record the payment in QuickBooks Online. There are two ways for customers to pay your invoices.

With QuickBooks Payments, customers can pay their invoices directly by credit card, PayPal, Venmo, or ACH transfer. We automatically process and handle everything for you. When you get paid, QuickBooks puts transactions into the correct accounts.
If you use an external platform to process payments, you can record these payments manually in QuickBooks Online.