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Nick1970
Level 1
posted
‎March 01, 2022 06:12 AM
last updated ‎March 01, 2022 6:12 AM

Send invoices to customers via phone app

Send invoices to customers via phone app

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1 Comment 1
JamaicaA
QuickBooks Team
QuickBooks Team
‎March 01, 2022 07:34 AM

Send invoices to customers via phone app

I’ll guide you through the process of sending an invoice to your customers using the QuickBooks Mobile App, @Nick1970.

 

Creating an invoice will let you preview the sales form before sending them. I'll show you how:

 

  1. Go to the burger icon or main menu ☰, then click Invoices.
  2. Select customer and enter the necessary information.
  3. Press Save.
  4. Tap Send invoice, then hit Send.

 

3.png

 

You may also consider creating an invoice in a web browser. With this, I've also added some screenshots to see the difference of sending an invoice between them:

 

1.png

 

2.png

 

If you want to track the status of invoices in the QuickBooks Online mobile app, click here. This also contains list of the common statuses on invoices, along with their brief description.

 

I’m adding this article as your guide in case you want to personalise your invoices. It includes the steps of changing your sales form delivery method.

 

You'll want to visit this link to record your invoice payments in QuickBooks Online. It includes the steps for a single or partial payment of an invoice.

 

Feel at ease to leave a reply down below if there's anything else you need help with sending your invoices. I'll be around to help you out. Take care.

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