How to Send an Invoice in QuickBooks: The Direct Answer
Send an invoice in QuickBooks by clicking New > Invoice, adding your customer and line items, customizing it with your branding, and sending it by email with online payment enabled. Clients can then pay you directly online, and QuickBooks tracks the status automatically. Here is the complete process.
Step-by-Step: Creating Your Invoice
- In QuickBooks Online, click New > Invoice
- Select or add your customer
- Add line items: description, quantity, rate, and amount for each service or product
- Set the invoice date and payment terms (e.g., Net 30)
- Review the total and any applicable taxes
Customize Your Branding
Make your invoices look professional: add your logo, choose your brand colors, and edit the default message to clients. A polished, branded invoice signals professionalism and tends to get paid faster than a generic one.
Enable Online Payments
Turn on online payments so clients can pay directly by card or bank transfer through a secure link in the invoice email. This removes friction — clients pay in a couple of clicks instead of writing a check or doing a manual transfer — and typically speeds up payment significantly.
Send and Track
Send the invoice by email directly from QuickBooks. Your dashboard then shows the status of every invoice: sent, viewed, paid, or overdue. For unpaid invoices, QuickBooks can send automatic payment reminders, so you spend less time chasing clients.
The Bottom Line
Sending professional invoices in QuickBooks takes minutes and gets you paid faster with online payments and automatic tracking. See the product below for QuickBooks Online at a competitive price.
