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November 21, 2024
Question

how do i create a invoice

  • November 21, 2024
  • 1 reply
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    1 reply

    November 21, 2024

    I'd be happy to walk you through the process of creating invoices in QuickBooks Online (QBO), Ptsauns.

     

    Here's how you can generate one if you're using the new layout:

     

    1. Go to +New and select Invoice.



    2. Hit Add customer and choose a customer from the dropdown, or click + Add new to add a new one.



    3. Review the Invoice dateDue date, and Terms.
    4. Add a product or service from the dropdown or select + Add new to set up a new one.
    5. Fill in the other essential details.



    6. Click Review and send if you want to email the sales form to your customer. Nevertheless, if you will send it later, hit Save and close. Lastly, click Print and download if you'd like to print a paper invoice.

     

    However, if you're using the old invoice layout, refer to this article for detailed instructions: Create invoices in QuickBooks Online

     

    Finally, I'll provide this helpful resource to guide you in generating sales receipts for your clients who make direct payments: Create and send sales receipts in QuickBooks Online.

     

    Leave a comment below if you have additional questions about managing invoices or other sales forms in QBO. I'll be monitoring this thread closely to assist you promptly.