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Manage Customers and income
I can guide you create a draft invoice for approval, Nicole.Lim.
You can create an estimate for this one. Here's how:
- Click Plus icon (+) at the top.
- Under Customers, select Estimate.
- Add the Customer's name.
- Verify the Estimate Date, then enter the Expiration Date (optional).
- Enter the Service Date, Product/Service, Description, Qty, Rate, Amount & Customer message.
- Once done, click Save.
For more details about estimates, you can check out this article: https://community.intuit.com/articles/1145302.
Once the estimate will be approved, you can convert it into an invoice. You can follow the detailed steps in this article: Convert an estimate into an invoice in QuickBooks Online.
Feel free to leave a comment below if you have more questions. I'd be glad to answer them. Thanks!