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andrea-manpinnac
Level 1

Please i need to talk with an operator

create an invoice
1 Comment 1
RogelioL
QuickBooks Team

Please i need to talk with an operator

Welcome to the community, Andrea. I'd be happy to help you create an invoice.

 

We can generate an invoice for the products and services you sell to your customers if you want to get paid in the future.

 

To create an invoice using the new invoice layout, please follow the steps below:

  1. Click on the + New and then select Invoice.
  2. Select Add Customer and choose a customer from the dropdown list. Make sure all their information is correct, especially their email address.
  3. Review the Invoice dateDue date, and Terms. You can enter new dates or terms if necessary.
  4. Select Add product or service and choose a product or service from the dropdown list. You can also select how to calculate the charge amount - whether it's a flat rate, by item, or by hour.
  5. To customize the information or design of your invoices, click the Gear icon "⚙" and then choose the options from the side panel.
  6. Once done, you have several options for saving or sharing the invoice:
    • If you're ready to send the invoice, select Review and send to email the invoice to your customer. You can adjust the email if needed and then select Send Invoice.
    • To send the invoice later, click Save and Close.
    • To print a paper invoice, click Print and Download.
    • If you've received the payment from your customer, select Receive Payment.
    • To send your customer a link to their invoice through text message, select Share link.

 

For further guidance on creating an invoice, please refer to this article: Create invoices in QuickBooks Online.

 

On the other hand, by saying you want to talk with an operator, do you mean you wish to contact our QuickBooks Online Customer Support? If so, please refer to this article to learn how to reach them: How and when can I contact QuickBooks Online support?

 

Additionally, these articles can guide you in managing your invoices:

 

I'll be around if you need further assistance creating an invoice. Keep safe.