QuickBooks Help Sheets

QuickBooks Helpsheets – Creating a new invoice

  1. Once logged into QBO, click on “Sales” on the left-hand side and then click on the “Customers” tab.
    Creating a new invoice - step 1
    Creating a new customer - step 1.2
  2. In the Customer home screen, you can either scroll through the list to find the customer you wish to invoice or start typing the name of the customer in the search bar and choose the correct customer from the drop down.
    Creating a new customer - step 2
  3. Once in the “Customer” window, click the drop-down arrow for the Green Button on the top right-hand corner of the screen and choose “Invoice”. You can also scroll through the customer list and click the drop-down arrow beside the Customer name and choose “Creative Invoice” or if it shows “Create Invoice” click on that.
    Creating a new customer - step 3
    Creating a new customer - step 3.2
  4. In the Invoice screen you can edit any of the fields that are displayed – e-mail, billing address, terms and invoice date. The due date field will automatically update based on the terms and invoice date.
    Creating a new customer - step 4
  5. In the Product/Service column, you can choose a service from the drop down or start typing the service you wish to use and click on it.
    Creating a new customer - step 5
  6. In the description column enter details of the services provided.
    Creating a new customer - step 6
  7. Enter the Qty & Rate, or the total amount in the Amount column. You can add more lines to the invoice and so invoice for different services on one invoice.
    Creating a new customer - step 7
  8. You can edit the default message displayed on the invoice if necessary. You can also add a statement memo and even attachments like time sheets.
    Creating a new customer - step 8
  9. To view the invoice the client will see, click on “Print or Preview” and choose “Print or Preview”. This loads a window that displays the invoice the customer sees. You can then Print the invoice, Close the window or get the link for the invoice. Once you have finished click “Close”.
    Creating a new customer - step 9
    Creating a new customer - step 9.2
  10. You can customise the invoice based on any templates you have created by clicking “Customise”. You can also create new templates for Edit the current one.
    Creating a new customer - step 10
  11. When you are ready to send the invoice, you can choose “Save & Send” by clicking the arrow on the Green button on the bottom right of the screen. This opens a window where you can see the invoice, as well as the e-mail that will be sent to the customer. You can change the wording for the e-mail. Once you are happy with the e-mail, simply click “Send and Close”.
    Creating a new customer - step 11
    Creating a new customer - step 11.2
Get in touch to see how Ihelm Enterprises can help your business grow.
Email info@ihelm-enterprises.co.uk
Member of The Institute of Certfied Bookkeepers QuickBooks Advanced certification QuickBooks Gold ProAdvisor QuickBooks MTD Ready Networking Mummies UK Ltd Business Awards Finalist Founding Member of the Bookkeepers Alliance Unique Ladies Lady of the Year 2020 She Inspires Awards 2021 STEM Finalist

Are you a UK Business Owner and use QuickBooks Online Simple Start, Essentials or Plus?  Are you unsure of how to use the software correctly?

If so, why not take a look at the 5-Day Online Video Training Course I have created to help UK Business Owners learn how to use the basic features of QuickBooks Online?

Over the course of 5-days, you will be guided through how to set up your products and services, how to set up for VAT, how to invoice customers and receive payments, how to track purchases and expenses, how to properly use the bank feed, and how to access some of the most common reports that every business needs.  You will have access to this course for life, so you can work at your own pace and keep going back to it!

For a one-off fee of £79.00, you will receive full access to the course and can continue to return back to it anytime you need to!

Visit: https://courses.ihelm-enterprises.co.uk/courses/the-basics-of-quickbooks-online-a-5-day-training-course/ to read more about the course and buy it today!


.