To briefly describe your customer on how you charge them for your product and service, the seller provides them with invoices. In those invoices, every minor to major detail is precisely mentioned, such as product name, quantity, cost, tax, and many more. You can add the product you are selling and email it to the respective customer. If you don’t know how to create an invoice in QuickBooks Online, refer to this blog and read it from top to bottom without skipping a single step.
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If you want to consult a professional rather than creating invoices alone, give a call to +1.833.802.0002 and ask for assistance. They have tools like screen sharing, which make things easier to guide you.
- Tap on +New.
- Choose Invoice.
- Head to the Add customer dropdown and choose a customer there.
- The customer information must be accurate, especially their email address.
- Hover over the Invoice date, Due date, and Terms.
- Enter new dates or terms if required. Remember: the Net indicates the number of days until the payment is due in the Terms field.
- Head to the dropdown.
- Here, you will have to select a product or service for each line item on the invoice.
- Click on the Add product or service in case you want to add more line items.
- Choose how you want to calculate the charge amount- flat rate, by hour, or by item.
- You can also input a quantity and rate when necessary.
- To customize the information or design of your invoices, click on the Manage option. See how to do it:
- If you don’t have an existing invoice, you can create a new one.
- Tap on the Edit company in the form to update your company file information.
- Modify the form in your way and then click on Save.
- Click on the logo to edit it. First, select an image from the computer and choose Open to update the logo.
- Tap on Manage to add or remove fields, change the color scheme or if you want to turn on payments.
- Click on the Customization option to edit the fields displayed on the screen. If you want to include any field, turn it on or off.
- Choose Design to change the look of the form.
- Select a template that you want to use.
- If you use a modernized template, choose the font and color.
- If you want to review the form to check how it looks, tap on the Print or Download option.
- Go to the side panel and select options.
- Remember: QB always memorizes the changes or preferences you make.
- Click on Save and Close.
- Tap Send and Save to send it.
- Last, follow the instructions displayed on the screen.
You can import invoices into QuickBooks Desktop from Excel if they are saved in any other software, like Excel.
The Bottom Line
We hope the blog included enough information to describe the steps for how to create an invoice in QuickBooks Online. If you still face difficulties creating one, don’t bother yourself and connect with an expert instead. Give a ring to +1.833.802.0002 and talk to a Pro Advisor.