How to: Create an invoice in QuickBooks

Do you do work for your clients, then invoice them later? Learn the ins and outs of creating and sending out invoices in QuickBooks.

Open an Invoice

Go to the Plus Sign Menu and under Customers choose Invoice.

 

Enter the Customer

Enter the customer you’re invoicing.

If this is a new customer, click Save. Only the customer’s name gets saved. You can go to the Customers page later to enter additional information.

Enter Products or Services

Type in the products or services you provided for this customer.

If this is a new product or service, click Add and enter information for this product or service.

Choose an Income Account

In the Product or Service Information window, choose the Income Account. This is not a bank account it is a bookkeeping account.

Enter the Price or Charge

Enter the Price or Charge and Save it.

Enter the Terms

Enter the Terms of this invoice. This is how long you give your customer to pay.

Enter Customer Email

If you plan to email this invoice to your customer, remember to enter their Email address here.

Print Preview

If you want to see this invoice the way your customer will see it, click Print or Preview.

If you are ready to print it, click Print.

Printing Invoices

If you’re planning on printing your invoices later, click Print Later in the Print or Preview menu.

Save Invoice

You can Save and Send this invoice as soon as you finish it.

Printing & Sending Saved Invoices

If you have invoices you saved to Send Later, go to the Navigation Bar on the Homepage and under Transactions choose Sales.

Filter them so that you only see the invoices you marked to send later.

Go to Batch Actions and choose Print Transactions. To Email them, choose Send Transactions.

Finished

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