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Here is a short walkthrough of how to create and send an invoice in QuickBooks® software, from the team behind Elate Addins for QuickBooks.
Read step-by-step instructions
1. Start a New Invoice
From the Dashboard, open the Invoicing section and choose Send your first invoice.
2. Choose the Customer
Pick the customer you are billing. If they are not in QuickBooks yet, type their details here, or click Save to add the name to your Customer List.
3. Set the Payment Terms
Terms tell the customer when payment is due. With Net 30, for instance, the invoice has to be paid within 30 days of its date.
4. Add the Products or Services Sold
List what you are billing for. If an item has not been set up yet, click Add and fill in its details.
5. Add the Customer’s Email Address
To send the invoice by email, make sure the customer’s email address is filled in.
6. Check the Preview
Click Print or Preview at the bottom of the invoice to see how it will look, then click Close.
7. Adjust the Layout
To change the design, click Customize at the bottom of the invoice and then Edit Current.
8. Upload Your Logo
Choose your logo file. QuickBooks software picks template colours to match it; to use another colour, select it from the image.
9. Try a Different Template
The template list on the left of the invoice lets you change its overall look. Scroll through the QuickBooks templates, pick one you like, and save the invoice.
10. Turn On Online Payments
Letting customers pay online helps you get paid sooner. Click Get set up and complete the short application.
11. Send the Invoice
Once everything looks right, click Save and send.
12. Edit the Email and Send
Change the email subject and message if you wish, then click Send and close.
