How To Send Client Invoices with QuickBooks Online

Hey there! Are you ready to make getting paid easier? 💸 Of course you are! In this tutorial, we'll walk through the steps to create and send invoices seamlessly using QuickBooks Online. Let's dive in!

Step One: Access the Invoice Creation Page

1. Click on the "New" button.

2. Under the "Customers" column, select "Invoice."

Step Two: Choose the Customer

1. Select "Add Customer" to choose the customer you're sending the invoice to.

2. Verify that all customer information is accurate before proceeding.

Step Three: Complete the Invoice Form

1. Fill in each field on the invoice form, including:

   • the invoice number

   • the due date

   • the invoice amount

Step Four: Apply a Custom Template (Optional)

1. If you've created a custom invoice template, you can apply it during this step to give your invoices a personalized touch.

Step Five: Send Your Invoice

1. Click "Send Now" and draft an email to your client if you prefer to send the invoice directly through QBO.

Pro Tip: You can currently switch between the old and new invoice layouts in QBO, but the older layout will eventually be going away. Consider switching to the new version now and acclimate yourself to it before you have to!

Need Further Assistance? Let's Connect!

Book a free call with me, and together, we'll explore how to optimize your invoicing workflow for maximum efficiency.