QuickBooks Online Advanced

Can QuickBooks Online Advanced do invoicing?

Yes.  QuickBooks Online Advanced lets you create and send both single invoices as well as multiple invoices at the same time. You also have the ability to send the same invoice to multiple customers all in one go.  Below are the steps to create a single invoice and multiple invoices at the same time:

Create an invoice in QuickBooks Online Advanced:

  1. Select + New.
  2. Select Invoice.
  3. Select Add customer and choose a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
  4. Review the Invoice dateDue date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
  5. Select Add product or service and select a product or service from the ▼ dropdown.
  6. Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
  7. To customize the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
  8. When you’re done, there are several options for saving or sharing the invoice:
    • If you’re ready to send the invoice, select Review and send to email the invoice to your customer. Adjust the email if needed, then select Send invoice.
    • To send the invoice later, select Save and close.
    • To print a paper invoice, select Print and download.
    • If you’ve received a payment from the customer, select Receive Payment.
    • To send your customer a link to their invoice through text message, select Share link.

How to create multiple invoices at once:

  1. Select + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, select Invoices.
  4. Select any of the fields on line 1 to start. This is your first invoice.
  5. Enter info into the fields. These are the same fields you see on a regular form.
    Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.
  6. Select line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
  7. Enter as many invoices as you need.

If you have questions on anything in QuickBooks Online Advanced, call one of our experts at 866-949-7267 and we can get you the answers you need.  If you are not currently using QuickBooks Online, you can click on the link below to get a free 30-day trial so you can try it for yourself.

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