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March 7, 2024
Question

How do i send invoices when using the app?

  • March 7, 2024
  • 1 reply
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1 reply

March 7, 2024

Thanks for your post in the Community, andrew-porch!

 

Let me guide you on how you can send an invoice in QuickBooks Online.

 

Here's how:

 

  1. Go to the Sales tab and select Invoices.
  2. Look for the specific customer.
  3. Enter the customers details.
  4. In the Action column dropdown ▼, choose Save and send.


If you are referring to using the QuickBooks Online Mobile app. Check the steps below:

 

  1. From the main menu, create a new or open an existing transaction (estimates, invoices, sales receipts).
  2. Go to the 3 dots menu, then choose Email.
  3. Fill out or edit the recipient's information.
  4. Select Send.

Check this link to learn more about Create invoices in QuickBooks Online.

 

If you have any other concerns related to QuickBooks, feel free to post a reply. The Community is always here to serve you. Enjoy the rest of the day!