cancel
Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

@montoya-kathryn.

 

Currently, you're unable to set up previous jobs or items already selected for each client. You'll have to manually select or enter the Product or Service when you create an invoice in QuickBooks Self-Employed (QBSE). However, you have the option to customize your invoices right on the form itself. This can be applied to all your transactions moving forward. Let me guide you how.

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu.
  3. Select Create invoice
  4. Choose the Customize option above.
  5. Select each customization options (Invoice detailsPaymentsDesign, Email, and PDF) to add or remove fields.

 

I've attached a screenshot below that shows the last two steps.

 

Additionally, you can see all your open and completed invoices on the Invoices menu. From there, you're able to print, export (PDF), and send reminders for overdue ones. Just select the drop-down arrow under the Action column to select all the possible options. (Please see the screenshots below for your reference).

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing your invoices in QBSE. I'm just around to help. Take care.

 

Need to get in touch?

Contact us