Invoices equal money for your business, so it’s important to know how to send an invoice using QuickBooks Pro.
Here are 15 simple steps for invoicing customers with QuickBooks.
Table of Contents
Create An Invoice
You’ll want to customize your invoice templates before you start sending them to clients. If you need help customizing your invoice, check out our post: How to Customize Invoice Templates in QuickBooks Pro.
Once the invoice template is to your liking, start creating an invoice by going to Customer>Create Invoices (or click Ctrl+I).
Step 1: Select A Customer
Begin by selecting the customer you want to invoice from the drop-down menu. If you can’t find the customer, you can click “Small Business Sales Tax Guide.
Step 11: Write A Customer Message
While this field is technically optional, we highly recommend adding a customer message.
QuickBooks makes it easy. You can select one of five preset customer messages using the drop-down menu, or you can click “QuickBooks Community or call QuickBooks directly. If you have any further questions, leave a comment below and we’ll do our best to help you.