Quickbooks Invoice

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Learn the ins and outs of creating and sending invoices in QuickBooks.

Sep 09, 2020 Part of QuickBooks feature is the pre-made invoice that allows you as a business owner to carry out business transactions. These pre-made invoices will enable you to bill your customers and QuickBooks will let you send them directly to the customers. The QuickBooks email services enable you to send reports, invoices, statements and other transactions through your email to your customers. This article is going to cover all the basics from how to set up your email (webmail or outlook) as well as how to send the invoice through email. QuickBooks Checks Envelopes QuickBooks business envelopes are available in a variety of sizes, dimensions, and styles. Made specifically for QuickBooks checks and forms, these self-seal business envelopes with windows hide sensitive information and include built. QuickBooks Invoice Software. Get paid 2x faster with pay-enabled invoices.¹ Add an optional “Pay Now” button to invoices, so your customers can pay directly online with a variety of payment methods. Track outstanding invoices and get alerts when your invoices are viewed and paid. Send payment reminders to your customers from within QuickBooks.

Open step-by-step instructions

Read step-by-step instructions

Create Your First Invoice

On your Dashboard, go to the Invoicing area and click Send your first invoice.

FreeInvoice

Select the Customer You're Invoicing

If this isn’t a customer you’ve entered into QuickBooks yet, you can add her details here or just click Save to add this name to your Customer List.

Select the Payment Terms

Quickbooks Invoice Manager

For example, Net 30 means this customer must pay this invoice within 30 days after the invoice date.

Enter What You Sold

If you haven’t added this service or product yet, click Add. You can then enter the product or service information.

Email the Invoice

If you want to email the invoice to your customer, be sure to enter her email address.

Quickbooks

Preview Your Invoice

Quickbooks Invoice Fob

At the bottom of the invoice, click Print or Preview. Click Close when you’re done.

Customize Your Invoice

To customize how your invoice looks, click Customize, then Edit Current at the bottom of the invoice.

Add Your Logo

Select your logo file. QuickBooks matches the template colors of your logo. If you’d like a different color from your logo, just pick it on the image.

Change Your Invoice Template

If you’d like a different look, QuickBooks has lots of templates to choose from. To the left of the invoice, you can scroll through and select templates to change the look of your invoice. Save your invoice when you’re done.

Business Invoice Software

Set Up Online Payments

Online Payments makes it fast and easy for your customers to pay you. Click Get set up, then fill out a simple application.

Send Your Invoice

When you’re ready to email your invoice, click Save and send.

Customize Your Email and then Send It

Quickbooks

You can change the subject and the body of the email to anything you like. Then click Send and close to send the invoice.