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mapgaragedoors
Active Member

how to start invoicing

 
1 Comment 1
GebelAlainaM
QuickBooks Team

how to start invoicing

You can click the + New icon to start creating invoices, @mapgaragedoors. I'll be glad to guide you with a steps and further details below in managing your invoices in QuickBooks.

If you plan to get paid in the future for products and services you sell, send your customers an invoice. 

Here's how:
 

  1. Click on the +New icon and choose Invoice.
    image.png
  2. Select Add customer and choose a customer from the dropdown, or click + Add new to add a new one.
  3. Review the Invoice date, Due date, and Terms.
  4. Add a product or service from the dropdown or select + Add new to set up a new one.
  5. Complete the other necessary fields.
  6. You can click Review and send if you want to email the sales form to your customer. If you will send it later, select Save and close. Then, click Print and download if you'd like to print a paper invoice.
     

Please note that managing invoices will look different depending on whether you have the old or new invoice experience. Here's an article to check which experience you have: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, you can refer to this article for more details in managing your invoices in QuickBooks: Create invoices in QuickBooks Online.

Furthermore, I've attached these links for future reference in case you want to customise your invoices and track invoice payments in QuickBooks:
 

Keep me posted in this thread if you have clarification or additional queries in managing your invoices. I'm always here to help you.