How to send an invoice through QuickBooks online

If you are a business owner who is trying to figure out how to send an invoice through QuickBooks Online, then this article is for you. It will guide you on how to create and send a QuickBooks invoice online. After reading you will be sending invoices fast and swift.

QuickBooks online is an easy-to-use invoicing application that will have you sending invoices and receiving payment in no time. 

Before you start, it is important to go to the “taxes” tab on your online QuickBooks account to make sure you have set up your tax rate correctly. A tax option is then automatically added to your invoices which you can then select and charge.

The following steps will guide you on how to send invoices online.

Step 1: Login to your QuickBooks Online and then click the + sign on the top of your homepage.

Step 2: A window will pop up, click on the “invoice” button. QuickBooks will automatically create an invoice number for you.

You can also click on the “customize” button on the bottom of the page, click on the “more” tab and create your own invoice number.

Step 3: Add your customer’s name to the invoice. Click on the up/down arrow next to the “choose a customer” tab. Click on the “Add New” button.

Step 4: Put in your customer’s name and click on the “+ details” button. A page will pop up. Add other information for your customer such as address, business name, and billing/shipping address. It will automatically save your customer info and automatically fill in the appropriate information into your invoice.

Step 5: Pick your invoice terms, invoice date and due date.

Step 6: Add your product/service description, quantity, rate and amount. If you need to factor in any discounts, simply select “ discount” in the product/service drop down menu and add the discount total in the amount section with a “-“ in front of it and it will be deduced automatically.

Tax is automatically included as an option if you have set up your tax rate as explained in the introduction above. Simply select the tax box next to your product/service amount and it is automatically calculated and added to your invoice total.

Step 7:  If you need to add more payment lines, you can just click the “Add Line” button.

Step 8: If you want to add a message, statement memo or an attachment to the invoice, you can do that in the three boxes in the bottom left hand corner of the page. If you need to add in a custom P.O number you can do that in the “message displayed on invoice” box.

Step 9:  If you want to customize your invoice template, font or color you can click on the customize option at the bottom of the screen.

Step 10: If you would like to print or preview your invoice, there is a button for that at the bottom of the screen as well.

Step 11: Once you have verified all your information you can then click on the “save and send” button on the bottom right of your invoice and you are all done.