The very first actionable that starts when it comes to getting paid in your business is the creation of an invoice. However, the difficult part would be the generation, creation, and collection of the invoice. In this blog learn how to create and send invoices in QuickBooks Online.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.
And thus, where QuickBooks Online is here to rescue from such problems and help you with easy and automated solutions to make the invoicing process super easy.
Using the QuickBooks Online application for some time now, you must be knowing that there is a certain configuration that is a prerequisite for sending an invoice. This article brings to you a detailed and informative guide on creating and sending invoices in QuickBooks Online.
Scroll further to unwrap more details about creating and sending invoices in QuickBooks Online. Let’s start with understanding about QuickBooks Online invoices.
What are QuickBooks Online Invoices?
In the easiest terms, an invoice is explained as a piece of document, which helps to detail out the cost of services and products which you have provided. In most cases, invoices are designated for those specific sales in which the customers might not be paying you directly, and thus, the payment records are stacked for future references and track when paid.
QuickBooks Online invoices can be tracked so that you are aware of the amount which your customers owe to you and when is the due date for the payment.
When your customers are paying you on immediate notice for a particular service or a product, you must be issuing a sales receipt. In this case, issuing an invoice is nullified and must not be considered.
Understanding and learning about QuickBooks Online invoices, you must be wondering why are creating and sending them is important.
Well, the next section is going to take away some of those hazy thoughts and highlight a few of the most poignant factors that account for why create and send invoices in QuickBooks Online is important.
Why Creating and Sending Particular Invoices in QuickBooks Online?
Understanding why creating and sending invoices in QuickBooks Online is important, we need to stress the points mentioned below:
- View both the revenue amount as well as the receivable amount
- Track accounts receivable along with providing tools for collection of payments
- Provide your customer with built-in payment links for them to pay to you easily
- Set automatic reminder emails for a more streamlined manner of collecting payments that are due
How to Create and Send Particular Invoices in QuickBooks Online?
The generation of invoices in QuickBooks Online happens when you convert existing estimates into invoices and in case, no estimate has been provided to the customer, you need to start from scratch.
Let’s start with converting an estimate into an invoice:
Steps to Converting an Estimate into an Invoice
Step 1: Go to Sales and choose Customers. This will help you in finding an existing estimate.
Step 2: Choose a customer which has an existing estimate.
Step 3: Tap on Estimate that will open the estimate.
Step 4: Hit Create Invoice which will initiate the conversion of an estimate into an invoice.
Step 5: Choose the amount of estimate you wish to have for the invoice.
Step 6: Select Create Invoice.
Moving on to the creation of invoices in QuickBooks Online, let’s dig deep into the steps in the next section:
Steps to Create an Invoice in QuickBooks Online
Step 1: Tap on +New and next choose Invoice for creating a new invoice.
Step 2: Choose a Customer.
Step 3: Input the respective customer’s email ID (perform this only if the customer’s email ID hasn’t been entered before).
Step 4: Give all the vital information such as service or product’s description, Amount, Quantity, Rate, and Tax.
Step 5: Input a message for the invoice.
Step 6: Choose Save and Send.
Step 7: QuickBooks Online will send the created invoice to your registered email ID.
After creation, If you need to send the invoices and also set up reminder email for the same, the following steps would be the best aid for you:
Steps to Send an Invoices in QuickBooks Online
Step 1: Choose Sales and tap in Invoices.
Step 2: Choose either a single invoice for sending or you can also send multiple invoices.
Step 3: Choose Batch Actions.
Step 4: Tap on Send for sending the invoice.
If you wish to set up reminder emails for sending it to your customers for the amount due to you, you can do this by clicking on Send Reminder which will send an invoice payment reminder email attached to the respective copy of your invoice.
Create and Send Multiple Invoices in QuickBooks Online Advanced
You can make and send multiple invoices at once with QuickBooks Online Advanced. Sending the same invoice to multiple customers will save time. Moreover, you can manage several bills in a single window. After that, send all of your invoices at once.
Create Multiple Invoices at Once
- First, You have to choose + New.
- Then you have to choose Batch transactions.
- Choose Invoices from the dropdown menu for Select transaction type.
- To begin, choose any of the fields on line 1. This is your first invoice.
- Put information in the fields. These fields are the same as those on a regular form.
- Advice: To add numerous products and services to that invoice, click the plus sign (+) in the Product/Service column. Alternatively, choose the New line item under More options.
- To add a new invoice, choose line 2. Choose More choices, then Delete invoice to remove an invoice.
- As many invoices as necessary should be entered in separate lines.
- Lastly, you have to select Save.
Select Options to add or remove data fields or columns. Then you have to select the boxes next to the items you want to add. The ability to add some fields, such as deposits and multi-currency, is not currently available.
Add Payment Options to Invoices
After you register for QuickBooks Payments, QuickBooks gives invoicing payment choices. Make sure to visit the Online payments section each time you create a new invoice. Choose the checkbox next to each payment option you want to offer customers.
Send the same invoice to multiple customers
- Begin by Selecting + New.
- Then you have to choose Batch transactions.
- Make the invoice that you want to duplicate.
- Select Duplicate invoices for several customers under More options.
- Choose the customers to whom you wish to send the invoice.
- Then you have to select Next. Each customer’s invoices are displayed in rows. In case you need to, you can edit them individually.
- Lastly, you have to select Save.
Note: An entire invoice, including the line items, is copied when it is duplicated. QuickBooks, however, applies any customer-specific terms or tax preferences you have already set up to the invoice for that customer.
Confident to get started with creating and sending specific invoices in QuickBooks Online? We are sure you are! Nevertheless, if you still feel some difficulty in understanding creating and sending invoices in QuickBooks Online, get on a quick connect with get a free consultation.
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Frequently Asked Questions (Faqs)
Apart from Invoices, What else can I get on QuickBooks Online Sales Settings?
Apart from invoices, the following are the ones you can get on QuickBooks Online Sales Settings:
Products and services (display SKUs, price rules, rate, quantity, price, inventory, and product/service column)
Can I Accept Payments in QuickBooks Online?
Yes. For setting up payments in QuickBooks Online, get started with the steps, which are laid down below for your quick learning:
Tap the Gear icon and choose Account and Settings
Select Payments followed by Learn More
Tap Set up payments
Input business and business owner’s information
Choose the respective bank account
Accept payments with Pay Now button