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July 28, 2021
Question

How do I create an invoice?

  • July 28, 2021
  • 1 reply
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1 reply

MJoy_D
July 28, 2021

I can help you in creating an invoice in a few easy steps, @willowluna2020-h.

 

You can click on the + New button to get started in creating an invoice. This option is for customers who plan to pay you in the future. In case your customers paid for the product or service at the time of the sale, you can use a sales receipt instead. 

 

Here's how to create an invoice:

  1. Go to the + New button and choose Invoice.
  2. From the Customer dropdown, select a customer and make sure all of the information is correct.
  3. Add all the necessary information for your invoice. 
  4. Select Save and send once you're done.

 

Check this article for detailed guidance in creating an invoice: Create invoices in QuickBooks Online. It'll also show you how to send customers a link over SMS or messenger service to view their invoices and how to review open invoices. 

 

After receiving the invoice payment, you'll need to record it to mark the invoice as paid. Refer to the following article for detailed guidance: Record invoice payments in QuickBooks Online.

 

I'm always here if you need further guidance in creating an invoice and or anything else by leaving a reply below. Take care and have a great rest of the day!