Create invoices in QuickBooks Online

Learn how to create and send invoices in QuickBooks Online.

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.

Create an invoice from scratch

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

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

1. Select + New, then Invoice.
2. Select a customer from the Add customer dropdown. 
3. Make sure all of their info is correct, especially their email address.
4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to.
   Tip: In the Terms field, Net refers to the number of days until the payment is due. 
5. 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 dropdown.
6. Enter the quantity (Qty) and Rate, if needed.
7. To customise the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
8. Select Save and close. If you want to send it, select Review and send, then follow the prompts on screen.

Post requisites

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

Related links

• Understand invoices in QuickBooks Online
• Learn common accounting terms
• Send an invoice to a customer in QuickBooks Online
• Send invoice reminders automatically or manually in QuickBooks Online
• Record invoice payments in QuickBooks Online