A look into Invoices within QuickBooks Online

When a customer isn’t at your brick and mortar, or your business doesn’t require money up front, sending an invoice is the perfect way to get paid for your services at a date determined by you. QuickBooks Online has a variety of options with invoices and makes the process easy and seamless.

Before I walk you through the process, I want to draw your attention to our How-to video Center. If you scroll down to the “What to do after you sell something” section, you can watch all the videos on invoicing, refunds, and everything in between. This link is especially helpful to those of you who prefer to watch the steps visually. 

Now, let’s start with the basics. After you’ve added your customer, here’s how to create an invoice for them:

1. Select + New.
2. Click on Invoice.
3. From the Customer ▼ dropdown, select a customer. Double check their info, most importantly their email address.
4. Check the Invoice date. If you need to, change the due date in the Terms ▼ dropdown.
5. From the Product/Service column, choose your product(s) or service(s). Enter a quantity, rate and change amount if needed.
6. When you're ready to send the invoice, select Save and send. 

Worried your email might get lost in the customer’s email? Happens to the best of us! Turn on invoice reminders so that you can send friendly prompts leading up to the due date of your invoices. Here's How:

1. Go to Settings ⚙ and select Account and settings.
2. Click on the Sales tab.
3. In the Reminders section, select the pencil icon on the right-hand corner.
4. Turn on the toggle for Automatic invoice reminders.
5. Select the dropdown for Reminder 1, and turn on the toggle switch.
6. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder. Note: You can schedule and send email reminders up to 90 days before or after the invoice due date.
   
   

OK! Invoices out? Check. Reminders sent? Check. Now you need to let QuickBooks know you’ve been paid! Here’s how:

1. Select + New.
2. Select Receive Payment.
3. From the Customer dropdown, select the customer.
4. From the Payment method dropdown, choose the payment method.
5. From the Deposit to dropdown, select the account you put the payment into. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
6. When that’s all done, Save and close.

I’m also giving you some articles to walk you through all of the above. The last one is an extra post of mine that walks you through our QuickBooks Payments option that allows you to receive payments completely online through Bank transfer or debit/credit cards!

• Create invoices in QuickBooks Online
• Send Invoice reminders automatically or manually in QuickBooks Online
• Record invoice payments in QuickBooks Online
• Using QuickBooks Payments with QuickBooks Online

And there it is, your complete guide to invoices!