How to Create an Invoices in QuickBooks – Elate QB Addins

Read step-by-step instructions

1. Create Your First Invoice

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

QuickBooks create invoice template

2. 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.

How to create an invoice in QuickBooks 2020

3. Select the Payment Terms

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

How to create invoice in QuickBooks Online

4. 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.

How to input invoices in QuickBooks Online

5. Email the Invoice

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

How to enter invoices in QuickBooks Online

6. Preview Your Invoice

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

QuickBooks invoice example

7. Customize Your Invoice

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

QuickBooks Online invoice templates

8. 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.

QuickBooks Invoicing Software

9. 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.

QuickBooks Custom Invoices

10. 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.

QuickBooks TAX/VAT Invoices

11. Send Your Invoice

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

QuickBooks Payment Vouchers Customization

12. Customize Your Email and then Send It

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

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