AddieC
QuickBooks Team

Sales & Customers

Hi mahandra,

 

Sending invoices is an essential task for your bookkeeping with QBO. Luckily, QuickBooks Online makes this process simple, allowing you to send invoices directly from your account. 

 

After you've created your invoice in QBO, you can send it by following a few simple steps. I'll explain how to create and send an invoice below. 

 

1. Click + New.

2. Select Invoice.

3. Enter your customer name and email address, along with all other information needed for your invoice form.

4. When saving your invoice upon completion, make sure to click Save and Send. There's three options for saving: Save and Close, Save and send link, and Save and Send. 

5. Review the Preview, then click Send

 

That's all there is to it. Now your customer will receive their invoice in no time. If you have any other questions, please don't hesitate to reach out to our tech support team.

 

Cheers.