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Level 1

How to start a new invoice is there any short cut. thanks

 
1 Comment
QuickBooks Team

How to start a new invoice is there any short cut. thanks

Hi alexmouradov,

 

You'll want to click the + New icon so you can create an invoice.

 

Here's how:

  1. Click + New, then select Invoice.
  2. From Customer drop-down, select a customer. 
  3. Review the Invoice date. Then from the Terms drop-down, select the due date. 
  4. From the Product/Service column, select a product or service. You can also select +Add new to create a new product or service right from the invoice.
  5. Enter a quantity, rate and change amount if needed.
  6. Click Save and send or Save and close.

Please check this article for more information: Create Invoices in QuickBooks Online.

 

In case you want to record invoice payment, here's an article: Record Invoice Payments in QuickBooks Online.

 

Reach out to us anytime if you have any concerns. I'll be around to help.

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