![]() You’re done! Sending an Invoice with QuickBooks Desktop Click the Save and Send button on the bottom right corner of your invoice. Once you’ve previewed your invoice and verified all of the information, it’s ready to be sent. You can also preview the invoice to get a sneak peek at the finished product. You can print your own copy of the invoice or print it out to send to your customer. Play around with these customization settings until you get an invoice type that fits with the aesthetics of your business. You can edit your template, font, or color, for example, simply by clicking on the Customize option at the bottom of the invoice screen. QuickBooks Online makes it easy to customize your invoice according to your unique preferences. Step 9) Customize your invoice however you like. And the third box is for any attachments you wish to attach to the invoice. The second box is any memo you want to send to your customer with the invoice. The first box is the message displayed on the invoice (which is where you would add a custom PO number, for example). The bottom of the QuickBooks invoice features two message boxes. ![]() Step 8) Add a message to your invoice if you like. If you sold the customer multiple products or services, just click the Add Line button to add a new line for products and services. Step 7) Add more payment lines if necessary. Tax will automatically be added at this point in the invoice, although you can uncheck it if you don’t wish to add tax. That discount will automatically be applied to the total. Just click “discount” in the product/service drop-down menu and add the discount total in the amount section with a “-“ in front of it. At this point, you can also add any applicable discounts. Step 6) List the product or service being sold, including the quantity, rate, and number/amount. You can also choose the invoice date (usually today’s date) and the due date for payment. Specific terms of the invoice include whether it’s due on receipt or due in 15, 30, or 60 days (net 15, net 30, or net 60). Next time you send an invoice to that customer, you’ll just need to enter their name and all other information will pop up. All of that customer information will be saved. Step 4) Add your customer’s name and other details, like your address, business name, and billing/shipping address. If you’ve never invoiced this customer before, then you’ll want to click the Add New button. This will cycle through your list of customers, starting with any recent invoice recipients first. If your customer is already in your database, then you can click the up/down arrow beside Choose a customer. Step 3) Type your customer’s name into the invoice. But if you want to create your own invoice number, then you can click the “More” tab at the bottom of the page and choose whichever number you like. QuickBooks will instantly create an invoice number for you. Under the Customers header, click Invoice. Step 2) A pop-up window will appear with a range of different options. Step 1) Login to QuickBooks Online and click the “+” sign at the center top of your homepage. You can then check that box to charge tax or label the item as tax-exempt.Įditor’s Note: Looking for information on payroll services? Use the questionnaire below and our vendor partners will contact you to provide you with the information you need: Later, when you’re filling out your invoice, you’ll see a tax option automatically added to your invoices. ![]() Go to your online QuickBooks account and setup the tax rate for your region or city. Based on a monthly subscription, it’s the most popular version of the software available today.įortunately, Intuit has spent plenty of time making sure it’s easy to send an invoice through QuickBooks Online.īefore you send the actual invoice, you’ll want to make sure your local tax rate is setup correctly. QuickBooks Online is Intuit’s cloud-based version of their payroll software. Sending an Invoice Using QuickBooks Online If you’re a small to medium-sized business owner using QuickBooks for the first time, then this tutorial will teach you how to quickly and easily send a professional-looking QuickBooks invoice. Sending an invoice is one of the most important things you do with QuickBooks.
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