You have several different options specific to recurring invoices that you can choose, including the option to automatically send the invoice via email, the option to print the invoice later, and the option to include unbilled charges. You can make any invoice recurring in QuickBooks Online. If you bill clients monthly, you can create an invoice and choose to make it recurring, eliminating the need to create an invoice for that customer each month. A running total of the invoice amount will be displayed at the top of the invoice, updating as additional charges are added or removed. This allows you to bill for all services on one invoice rather than sending multiple invoices to the same customer.
Image source: Authorįor example, if your customer purchases a decorative pond for their backyard, you can invoice the cost of the pond as well as the labor involved in installing the pond. You can add billable time to an invoice during the invoice creation process. One of the nice features found in QuickBooks Online is the option to add billable hours to any invoice that you’re creating. This can come in handy if you need to provide your customers with additional backup such as warranty information.Īfter adding invoice details, additional options appear. Add additional informationĪlong with standard invoicing options, you can also include a message on the invoice, and if you send statements to your customers, you can also include a message on the statement.Īnother feature is the ability to attach documentation to the invoice. And for quicker invoice delivery, be sure to add your customer’s email address to the invoice, so you can email the invoice immediately rather than spend extra time printing and mailing it. You can use the drop-down menu to the right of all data entry fields to locate the data that you’re looking for, including invoice terms and due dates.
The invoice screen in QuickBooks Online uses dropdowns for all fields. The invoice format in QuickBooks Online is intuitive and allows you to add a customer, product, or service at the same time that you’re entering the invoice. Now that you’ve customized your invoice options, you’re ready to invoice a customer.
#Make a quick invoice online update#
And remember, you can always go back and update any of your chosen options, so don’t worry if you don’t love the custom invoice format you’re currently using. Be warned, you can find yourself spending a lot of time playing around with these options. Image source: AuthorĮach time you make a change, the invoice sample to the right of the screen will update to reflect your current choices. You can choose the invoice template you wish to use and add custom details using the invoice customization feature. You can even edit current print settings from the customization screen as well. Now that you’ve chosen your template, you can complete the customization process, which includes uploading your company logo, choosing the color scheme you wish to use, and selecting a font. Once you choose your invoice template, you’re ready to move on to the next step. QuickBooks Online offers six templates to choose from.Ĭlicking on any of the images will display a sample invoice using that particular template, making it easy to pick the one you like best. The first thing you’ll need to do is choose the template that you wish to use. You can choose the invoice template you wish to use by clicking on one of the template options. You can set up and customize any QuickBooks Online invoice during the setup process or wait until you’re ready to enter an invoice and choose the Customize Invoice option at the bottom of the screen.
To get started, click on New on the homepage, and then choose the feature you wish to access. Click on that to begin customizing and writing an invoice.
Under the Customers column, your first option is Invoice. Clicking on the New tab on the main screen will bring up a list of options under four categories: Customers, Vendors, Employees, and Other. Your first step will be to access the invoicing option in QuickBooks Online. If you’re using or considering using QuickBooks Online, we’ll show you the way. Invoicing is arguably the most important thing that you’ll be doing in your accounting software.
#Make a quick invoice online how to#
In our step-by-step guide, we’ll take you through the initial invoice access screen, show you how to add additional charges, make an invoice recurring, and send a reminder to a customer about a past-due invoice. If you’re new to QuickBooks Online (or even if you’re not), you may be looking for some detailed instructions on how to create an invoice. If you’re not sure where to start, just follow our step-by-step process. If you’re a QuickBooks Online user, chances are you’ll be creating a lot of invoices.
0 kommentar(er)
