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June 27, 2023
Question

How to create an invoice for the customer to pay

  • June 27, 2023
  • 1 reply
  • 0 views
I’d like to send an invoice to a customer for them to pay me, how do I create that invoice?

1 reply

June 27, 2023

I can guide you through the process of creating an invoice in QuickBooks Online (QBO), krystalmoncrieff.

 

In QBO, we can send invoices to the customers for the products and services you sell when you expect payment in the future.

 

Here's how:

 

  1. Go to the +New button.
  2. Under Customers, select Invoice.
  3. Choose the customer from the drop-down arrow.
  4. Put the email address.
  5. Enter the Product/ServiceDescriptionQTYRate, and Amount.
  6. Hit Save and send.

 

Moreover, I am including these steps if you are utilizing the updated interface of QuickBooks Online (QBO).

 

  1. Go to the +New button.
  2. Under Customers, select Invoice.
  3. Click the Add customer drop-down arrow.
  4. Choose the product or service.
  5. Enter item description or details.
  6. Hit Review and send.

 

Feel free to return to this post if you have further inquiries regarding invoice creation. I'll keep an eye out for your response. Keep safe!