Create an invoice

1. Navigate to Invoices

• In the left hand menu, select the + New tab.
• Then select Invoice from the options.
• There are a few fields that you need to fill out before you can send your invoice.

2. Customer

• Start by selecting the Customer dropdown. Then Add new.
• Complete the Name and contact fields. Make sure all of their info is correct, especially their email address.
• Additional information can be inputted, addresses, notes, attachments, payments and VAT registration number.
• Select Save.

3. Invoice date

• Review the Invoice date.
• Then select the Due date. Tip: Net refers to the number of days until the payment is due. The default is 30 days, but you can change the due date if needed.

4. Product/Service

• Find the Product/Service column towards the bottom of the page — you may need to scroll down the page.
• Select the Product/Service column.
• Next choose a product or service from the list, or you can select Add new to create a new product or service.
• Enter a Quantity, Rate and Amount if needed.
• Select a VAT rate

Note: If you see the Flat rate, By hour, or By item options, this means you're in Business view. Your experience is slightly different. Select Flat rate or By hour for services, or By item for products. Then enter the quantity and amount.

When you’re done, there are several options for saving or sharing the invoice.

5. Send your invoice

• Select Save and send to email the invoice to your customer.
• If you want to send the invoice later, select Save and close.
• To print a paper invoice, select Save. Then select Print or preview.
• To send your invoice using WhatsApp, select Save and Share (WhatsApp)

Note: If you're using QuickBooks Simple Start, select Send.