Skip to main content
June 2, 2022
Question

Can we create a recipient created invoice in qbo?

  • June 2, 2022
  • 1 reply
  • 0 views
How can I create a recipient created invoice in qbo?

1 reply

June 2, 2022

Hello JMBN, 

 

Thanks for posting in the Community! 

 

Recipient-created invoicing is currently unavailable in QuickBooks Online. The workaround to record this in QuickBooks Online would be to record a separate invoice for the income and expense items. 


To create an invoice for the customer when the sale is first recorded:

 

  1. Click on the + New.
  2. Click on Invoice.
  3. Select the customer name, terms, and date to be assigned on the invoice.
  4. Select the item/service, and enter the amount and tax if any.
  5. Click on Save or Save and send.


In addition to the invoice, you need to create a Bill to record the amount that would be remitted to the recipient. You would then pay that bill using the following steps:

 

  1. Click on the + New.
  2. Click on Pay Bills.
  3. Select the bill to pay by putting a check mark beside the bill.
  4. Click on Print or Save and send.
  5. This will send remittance advice to the recipient advising them of the payment.

I'll pass along this suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks Online.

 

If you still have any questions regarding this process, feel free to reach out to the Customer Support Team or reply in this thread and we'll be happy to help as best we can.